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Special Opportunities shares owned by KCS Wealth Advisory

Quarter-by-quarter ownership of Special Opportunities (SPE.PC) shares owned by KCS Wealth Advisory from 13F filings

Historical chart of KCS Wealth Advisory investment in Special Opportunities

Tip: Access up to 7 years of quarterly data

All positions including Special Opportunities held by KCS Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Special Opportunities by KCS Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $561k 25k 22.70
2023-06-30 $693k 30k 22.90
2023-03-31 $712k 31k 22.85
2022-12-31 $719k 32k 22.69
2022-09-30 $742k 32k 23.19

More positions owned by KCS Wealth Advisory

Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Alphabet Cap Stk Cl C (GOOG)
Novo-nordisk A S Adr (NVO)
Applied Materials (AMAT)
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)
Comcast Corp Cl A (CMCSA)

View all positions for KCS Wealth Advisory

Top funds holding Special Opportunities

Relative Value Partners
CSS
UBS Group
Graham Capital Wealth Management
Wells Fargo & Company
Blue Bell Private Wealth Management
Advisor Group Holdings

View all funds holding Special Opportunities