VCWA
SMM

Vanguard Capital Wealth Advisors’s Salient Midstream & MLP Fund SMM Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27,038
Closed -$114K – 172
2020
Q4 		$114K Buy
+27,038
New +$109K 0.1% 133

Other funds holding SMM

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SMM Position: Q1 2021 in Review

Vanguard Capital Wealth Advisors sold out of Salient Midstream & MLP Fund (SMM) in Q1 2021, closing a stake of 27,038 shares — an estimated $114K sold.

Vanguard Capital Wealth Advisors first reported a position in SMM in Q4 2020 and held it in 1 quarter. The position peaked at $114K in Q4 2020. 42 funds tracked by Wall St. Rank hold SMM as of Q1 2021.

  • Vanguard Capital Wealth Advisors reported no remaining Salient Midstream & MLP Fund position as of Q1 2021 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 27,038 Salient Midstream & MLP Fund shares in Q1 2021, an estimated $114K.
  • Vanguard Capital Wealth Advisors first reported a position in Salient Midstream & MLP Fund in Q4 2020 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's Salient Midstream & MLP Fund position peaked at $114K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Salient Midstream & MLP Fund as of Q1 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.