WealthBridge Capital Management’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

WealthBridge Capital Management’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
2019 Q2	–	Sell	-2,000	Closed	-$19K	–	208
2019 Q1	$19K	Hold	2,000	–	–	0.01%	453
2018 Q4	$18K	Buy	+2,000	New	+$19K	0.01%	427

Other funds holding BRW

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

WealthBridge Capital Management's BRW Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Saba Capital Income & Opportunities Fund (BRW) in Q2 2019, closing a stake of 2,000 shares — an estimated $19K sold.

WealthBridge Capital Management first reported a position in BRW in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q1 2019. 110 funds tracked by Wall St. Rank hold BRW as of Q2 2019.

WealthBridge Capital Management reported no remaining Saba Capital Income & Opportunities Fund position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 2,000 Saba Capital Income & Opportunities Fund shares in Q2 2019, an estimated $19K.
WealthBridge Capital Management first reported a position in Saba Capital Income & Opportunities Fund in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's Saba Capital Income & Opportunities Fund position peaked at $19K in Q1 2019.
110 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.