Advisor Group’s Cutwater Select Income Fund CSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-500
Closed -$10K 4776
2016
Q3
$10K Hold
500
﹤0.01% 3587
2016
Q2
$9K Buy
+500
New +$9.67K ﹤0.01% 3559

Other funds holding CSI

Advisor Group's CSI Position: Q4 2016 in Review

Advisor Group sold out of Cutwater Select Income Fund (CSI) in Q4 2016, closing a stake of 500 shares — an estimated $10K sold.

Advisor Group first reported a position in CSI in Q2 2016 and held it in 2 quarters. The position peaked at $10K in Q3 2016. 1 fund tracked by Wall St. Rank holds CSI as of Q4 2016.

  • Advisor Group reported no remaining Cutwater Select Income Fund position as of Q4 2016 after selling out during the quarter.
  • Advisor Group sold 500 Cutwater Select Income Fund shares in Q4 2016, an estimated $10K.
  • Advisor Group first reported a position in Cutwater Select Income Fund in Q2 2016 and held it in 2 quarters.
  • Advisor Group's Cutwater Select Income Fund position peaked at $10K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Cutwater Select Income Fund as of Q4 2016.

Based on Advisor Group's 13F filing for Q4 2016, filed 31 Jan 2017.