VWA
BRW

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

V 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
Q3 		– Sell
-5,150
Closed -$42K – 188
2020
Q2 		$42K Buy
+5,150
New +$41.1K 0.01% 343

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

V Wealth Advisors's BRW Position: Q3 2020 in Review

V Wealth Advisors sold out of Saba Capital Income & Opportunities Fund (BRW) in Q3 2020, closing a stake of 5,150 shares — an estimated $42K sold.

V Wealth Advisors first reported a position in BRW in Q2 2020 and held it in 1 quarter. The position peaked at $42K in Q2 2020. 92 funds tracked by Wall St. Rank hold BRW as of Q3 2020.

  • V Wealth Advisors reported no remaining Saba Capital Income & Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • V Wealth Advisors sold 5,150 Saba Capital Income & Opportunities Fund shares in Q3 2020, an estimated $42K.
  • V Wealth Advisors first reported a position in Saba Capital Income & Opportunities Fund in Q2 2020 and held it in 1 quarter.
  • V Wealth Advisors's Saba Capital Income & Opportunities Fund position peaked at $42K in Q2 2020.
  • 92 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.