ASN
DYFN

Advisory Services Network’s Angel Oak Dynamic Financial Strategies Income Term Trust DYFN Stock Holding History

Advisory Services Network’s Portfolio DYFN Stock Details DYFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-171
Closed -$3K – 3587
2021
Q2 		$3K Buy
+171
New +$3.38K ﹤0.01% 3274

Other funds holding DYFN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWM
Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Advisory Services Network's DYFN Position: Q3 2021 in Review

Advisory Services Network sold out of Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN) in Q3 2021, closing a stake of 171 shares — an estimated $3K sold.

Advisory Services Network first reported a position in DYFN in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 16 funds tracked by Wall St. Rank hold DYFN as of Q3 2021.

  • Advisory Services Network reported no remaining Angel Oak Dynamic Financial Strategies Income Term Trust position as of Q3 2021 after selling out during the quarter.
  • Advisory Services Network sold 171 Angel Oak Dynamic Financial Strategies Income Term Trust shares in Q3 2021, an estimated $3K.
  • Advisory Services Network first reported a position in Angel Oak Dynamic Financial Strategies Income Term Trust in Q2 2021 and held it in 1 quarter.
  • Advisory Services Network's Angel Oak Dynamic Financial Strategies Income Term Trust position peaked at $3K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Angel Oak Dynamic Financial Strategies Income Term Trust as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.