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Acorn Wealth Advisors’s ALPS Strategic Income Fund RIGS Stock Holding History

Acorn Wealth Advisors’s Portfolio RIGS Stock Details RIGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-787
Closed -$19K – 361
2018
Q2 		$19K Hold
787
– – 0.02% 403
2018
Q1 		$19K Hold
787
– – 0.02% 397
2017
Q4 		$20K Buy
+787
New +$19.9K 0.02% 383

Other funds holding RIGS

CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorn Wealth Advisors's RIGS Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of ALPS Strategic Income Fund (RIGS) in Q3 2018, closing a stake of 787 shares — an estimated $19K sold.

Acorn Wealth Advisors first reported a position in RIGS in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 53 funds tracked by Wall St. Rank hold RIGS as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining ALPS Strategic Income Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 787 ALPS Strategic Income Fund shares in Q3 2018, an estimated $19K.
  • Acorn Wealth Advisors first reported a position in ALPS Strategic Income Fund in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's ALPS Strategic Income Fund position peaked at $20K in Q4 2017.
  • 53 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.