WANY
SABA icon

Wealthspire Advisors (New York)’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-27,231
Closed -$291K – 479
2020
Q1 		$291K Buy
+27,231
New +$320K 0.01% 393
2019
Q1 		– Sell
-1,129
Closed -$14K – 652
2018
Q4 		$14K Buy
+1,129
New +$13.8K ﹤0.01% 423

Other funds holding SABA

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s SABA Position: Q2 2020 in Review

Wealthspire Advisors (New York) sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q2 2020, closing a stake of 27,231 shares — an estimated $291K sold.

Wealthspire Advisors (New York) first reported a position in SABA in Q4 2018 and held it in 2 quarters. The position peaked at $291K in Q1 2020. 141 funds tracked by Wall St. Rank hold SABA as of Q2 2020.

  • Wealthspire Advisors (New York) reported no remaining Saba Capital Income & Opportunities Fund II position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 27,231 Saba Capital Income & Opportunities Fund II shares in Q2 2020, an estimated $291K.
  • Wealthspire Advisors (New York) first reported a position in Saba Capital Income & Opportunities Fund II in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Saba Capital Income & Opportunities Fund II position peaked at $291K in Q1 2020.
  • 141 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q2 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2020, filed 14 Aug 2020.