TFC Financial Management’s Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B SPE.PRB Stock Holding History

TFC Financial Management’s Portfolio SPE.PRB Stock Details SPE.PRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-287	Closed	-$7K	–	603
2020 Q3	$7K	Buy	+287	New	+$7.26K	﹤0.01%	323

Other funds holding SPE.PRB

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

TFC Financial Management's SPE.PRB Position: Q4 2020 in Review

TFC Financial Management sold out of Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B (SPE.PRB) in Q4 2020, closing a stake of 287 shares — an estimated $7K sold.

TFC Financial Management first reported a position in SPE.PRB in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 2 funds tracked by Wall St. Rank hold SPE.PRB as of Q4 2020.

TFC Financial Management reported no remaining Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B position as of Q4 2020 after selling out during the quarter.
TFC Financial Management sold 287 Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B shares in Q4 2020, an estimated $7K.
TFC Financial Management first reported a position in Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B in Q3 2020 and held it in 1 quarter.
TFC Financial Management's Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B position peaked at $7K in Q3 2020.
2 funds tracked by Wall St. Rank held Special Opportunities Fund, Inc. 3.50% Convertible Preferred Stock, Series B as of Q4 2020.

Based on TFC Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.