WIM
BRW

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

Westside Investment 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
2024
Q4 		– Sell
-100
Closed -$759 – 990
2024
Q3 		$759 Hold
100
– – ﹤0.01% 956
2024
Q2 		$704 Hold
100
– – ﹤0.01% 952
2024
Q1 		$729 Hold
100
– – ﹤0.01% 864
2023
Q4 		$771 Hold
100
– – ﹤0.01% 834
2023
Q3 		$768 Hold
100
– – ﹤0.01% 804
2023
Q2 		$770 Hold
100
– – ﹤0.01% 809
2023
Q1 		$815 Hold
100
– – ﹤0.01% 800
2022
Q4 		$0 Hold
100
– – ﹤0.01% 804
2022
Q3 		$0 Buy
+100
New +$819 ﹤0.01% 806

Other funds holding BRW

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Westside Investment Management's BRW Position: Q4 2024 in Review

Westside Investment Management sold out of Saba Capital Income & Opportunities Fund (BRW) in Q4 2024, closing a stake of 100 shares — an estimated $759 sold.

Westside Investment Management first reported a position in BRW in Q3 2022 and held it in 9 quarters. The position peaked at $815 in Q1 2023. 84 funds tracked by Wall St. Rank hold BRW as of Q4 2024.

  • Westside Investment Management reported no remaining Saba Capital Income & Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 100 Saba Capital Income & Opportunities Fund shares in Q4 2024, an estimated $759.
  • Westside Investment Management first reported a position in Saba Capital Income & Opportunities Fund in Q3 2022 and held it in 9 quarters.
  • Westside Investment Management's Saba Capital Income & Opportunities Fund position peaked at $815 in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.