FI

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD

13F
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD
Last update 2019-01-30 119 Stocks (26 new)
Value $272.00 Mil Turnover 26 %
Countries:
Top Holdings: BTZ(6.17%)FT(4.10%)KW(3.40%)JQC(3.26%)WIW(2.64%)
Summary Stock Picks Current Portfolio
FINANCIAL & INVESTMENT MANAGEM... Top Holdings of 2018-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BTZ
Blackrock Credit Allocation Income Trust
Blackrock Credit Allocation Income Trust
1,499,442
16,764.0
+77.93%
6.170
+2.70%
1.600
+8.71%
+10.86%
1,023.8
Asset Management
FT
Franklin Universal Trust
1,755,395
11,147.0
+8.69%
4.100
+0.33%
6.990
+9.41%
+11.02%
196.0
Asset Management
SABA
Templeton Global Income Fund
810,495
9,775.0
+19.29%
3.600
+0.58%
1.580
+14.15%
+7.28%
257.3
Asset Management
KW
Kennedy-Wilson Holdings Inc
507,541
9,222.0
-6.86%
3.400
-0.28%
0.370
+21.03%
-20.88%
1,059.3
Real Estate
JQC
Nuveen Credit Strategies Income Fund
Nuveen Credit Strategies Income Fund
1,198,082
8,866.0
-9.04%
3.260
-0.33%
0.880
+10.33%
+3.84%
743.7
Asset Management
WIW
Western Asset Inflation-Linked Opportunities and I
Western Asset Inflation-Linked Opportunities and I
706,203
7,168.0
New Holding
2.640
+2.64%
1.150
+3.24%
+10.08%
533.5
Asset Management
MRK
Merck & Co Inc
91,667
7,004.0
-11.31%
2.580
-0.29%
0.000
+7.72%
-14.00%
210,876.4
Drug Manufacturers
BWG
BrandywineGLOBAL - Global Income Opportunities Fun
BrandywineGLOBAL - Global Income Opportunities Fun
623,997
6,477.0
+25.98%
2.380
+0.49%
3.720
+8.90%
+10.80%
140.4
Asset Management
BRX
Brixmor Property Group Inc
440,600
6,472.0
-10.60%
2.380
-0.32%
0.150
+2.02%
-3.56%
7,954.5
REITs
BRW
Saba Capital Income & Opportunities Fund
Saba Capital Income & Opportunities Fund
708,150
6,359.0
+13.29%
2.340
+0.27%
1.670
+17.10%
+19.09%
357.2
Asset Management

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD's Historical Top Holdings Breakdowns

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD Total Holding History ($B)

To

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD's Asset Allocation

To

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD's Hypothetical Growth since 2018-12-31

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD's Yearly Returns

Year Portfolio % % Excess Gain %

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD's Holdings Heat Map

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FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD's Holdings Bubble Chart

FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD News

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