TWA
BRW

TCI Wealth Advisors’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

TCI Wealth Advisors’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-283
Closed -$2K – 1473
2020
Q1 		$2K Buy
+283
New +$2.69K ﹤0.01% 981

Other funds holding BRW

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

TCI Wealth Advisors's BRW Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Saba Capital Income & Opportunities Fund (BRW) in Q2 2020, closing a stake of 283 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in BRW in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 85 funds tracked by Wall St. Rank hold BRW as of Q2 2020.

  • TCI Wealth Advisors reported no remaining Saba Capital Income & Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 283 Saba Capital Income & Opportunities Fund shares in Q2 2020, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • TCI Wealth Advisors's Saba Capital Income & Opportunities Fund position peaked at $2K in Q1 2020.
  • 85 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.