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Financial & Investment Management Group Ltd Q3 2018 vs. Q4 2018 13F Holdings Comparison

Ava Hoppe | 9 May, 2023

In the world of investing, keeping track of a company's holdings is always a good idea, especially when it comes to mutual funds. 13F is a form that must be filed by institutional investors with at least $100 million in assets under management. The form is required by the Securities and Exchange Commission (SEC) and must be filed within 45 days of the end of each quarter. In this article, we will discuss the changes in holdings of the Financial & Investment Management Group Ltd mutual fund from Q3 2018 to Q4 2018.

Financial & Investment Management Group Ltd's top five holdings are BlackRock Credit Allocation Income Trust, Franklin Universal Trust, Templeton Global Income Fund, Kennedy-Wilson Holdings, and Nuveen Credit Strategies Income Fund. In Q3 2018, the fund owned 842,734 shares of BlackRock Credit Allocation Income Trust, with a value of $10,315,000. By Q4 2018, this had increased to 1,499,442 shares, with a value of $16,764,000, a staggering 62.5% increase.

The fund's second-highest holding, Franklin Universal Trust, also saw an increase in shares from Q3 to Q4, from 1,615,002 shares to 1,755,395 shares, a 3.8% increase. Templeton Global Income Fund had the biggest percentage increase in shares from Q3 to Q4, with an increase of 17.5%. The fund owned 1,358,822 shares of the company in Q3, which increased to 1,620,989 shares by Q4.

Kennedy-Wilson Holdings, on the other hand, saw a decrease in shares from Q3 to Q4, with a decrease of 21.3%. The fund owned 544,898 shares of the company in Q3 but only owned 507,541 shares in Q4. Similarly, Nuveen Credit Strategies Income Fund had a decrease of 15.5% in shares from Q3 to Q4.

The fund's top holdings showed a mixed bag of changes from Q3 to Q4. While some experienced significant increases, others experienced decreases. However, it's important to note that changes in holdings can reflect a variety of factors, including market trends, company performance, and the fund's investment strategy.

Other notable changes in holdings include Sandstorm Gold Ltd, with an increase of 11.2% in shares from Q3 to Q4, and Wheaton Precious Metals Corp, with a small increase of 1.4% in shares from Q3 to Q4. Verizon Communications Inc saw a decrease of 5.3% in shares, while Nucor Corp experienced a substantial increase of 110.3% in shares from Q3 to Q4.

In conclusion, keeping a close eye on a mutual fund's holdings can provide valuable insight into the investment strategy of the fund managers, as well as the performance of the companies in which they invest. While it's important to evaluate 13F filings with caution, as they do not reflect all of a company's or fund's holdings, they can help investors gain a better understanding of a mutual fund's overall holdings.

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