RWML
BRW

RAFFA WEALTH MANAGEMENT, LLC’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017
Q3 		– Sell
-11,174
Closed -$120K – 292
2017
Q2 		$120K Buy
+11,174
New +$121K 0.05% 92

Other funds holding BRW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BRW Position: Q3 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Saba Capital Income & Opportunities Fund (BRW) in Q3 2017, closing a stake of 11,174 shares — an estimated $120K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BRW in Q2 2017 and held it in 1 quarter. The position peaked at $120K in Q2 2017. 93 funds tracked by Wall St. Rank hold BRW as of Q3 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Saba Capital Income & Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 11,174 Saba Capital Income & Opportunities Fund shares in Q3 2017, an estimated $120K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Saba Capital Income & Opportunities Fund in Q2 2017 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Saba Capital Income & Opportunities Fund position peaked at $120K in Q2 2017.
  • 93 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q3 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2017, filed 27 Jul 2026.