James Robinson
@Robinson Capital Management, Llc
Latest period2024 - Q3ReportedManaged Assets$290.393MTotal holdings226
Assets growth rate4.75%Assets growth rate (2-Q avg)2.34%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Robinson Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 226 positions.
Assets under management
The assets under management (AUM) of Robinson Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 290.393M in assets, with a quarterly growth rate of 4.75% and a 2-quarter average growth rate of 2.34%. The portfolio is managed by James Robinson, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
KTFDws Municipal Income Trust
| 0.5% | $1.444M 144,068 shares@ $10.03 avg price | Decreased -54.62% |
EIMEaton Vance Municipal Bond
| 0.47% | $1.352M 125,817 shares@ $10.75 avg price | Decreased -54.05% |
MFMMfs Municipal Income Trust
| 0.47% | $1.35M 234,306 shares@ $5.77 avg price | Decreased -6.02% |
XRMMXRvrnrth Mgd Dur Muni Inc
| 0.4% | $1.146M 70,774 shares@ $16.19 avg price | Decreased -30.42% |
BKNBlackrock Invest Qlty Muni
| 0.27% | $776,846 60,361 shares@ $12.87 avg price | Decreased -71.61% |
NPVNuveen Va Qlty Muni Inc
| 0.27% | $764,958 58,483 shares@ $13.09 avg price | Decreased -64.88% |
BNYBlackrock New York Muni Inc
| 0.23% | $641,176 57,894 shares@ $11.08 avg price | Decreased -6.45% |
PNIPimco Ny Muni Inc Ii Fnd
| 0.21% | $602,133 76,316 shares@ $7.89 avg price | Decreased -53.5% |
HAIAHealthcare Ai Acquisition -a
| 0.21% | $590,382 52,200 shares@ $11.31 avg price | Decreased -6.41% |
ESHAEsh Acquisition Corp-a
| 0.2% | $573,555 54,058 shares@ $10.61 avg price | Decreased -3.46% |