Archford Capital Strategies’s Cutwater Select Income Fund CSI Stock Holding History

Archford Capital Strategies’s Portfolio CSI Stock Details CSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,926	Closed	-$99K	–	798
2016 Q3	$99K	Hold	4,926	–	–	0.04%	217
2016 Q2	$98K	Buy	+4,926	New	+$95.3K	0.05%	201
2016 Q1	–	Sell	-4,926	Closed	-$90K	–	721
2015 Q4	$90K	Buy	+4,926	New	+$92.9K	0.04%	211

Other funds holding CSI

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Archford Capital Strategies's CSI Position: Q4 2016 in Review

Archford Capital Strategies sold out of Cutwater Select Income Fund (CSI) in Q4 2016, closing a stake of 4,926 shares — an estimated $99K sold.

Archford Capital Strategies first reported a position in CSI in Q4 2015 and held it in 3 quarters. The position peaked at $99K in Q3 2016. 1 fund tracked by Wall St. Rank holds CSI as of Q4 2016.

Archford Capital Strategies reported no remaining Cutwater Select Income Fund position as of Q4 2016 after selling out during the quarter.
Archford Capital Strategies sold 4,926 Cutwater Select Income Fund shares in Q4 2016, an estimated $99K.
Archford Capital Strategies first reported a position in Cutwater Select Income Fund in Q4 2015 and held it in 3 quarters.
Archford Capital Strategies's Cutwater Select Income Fund position peaked at $99K in Q3 2016.
1 fund tracked by Wall St. Rank held Cutwater Select Income Fund as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.