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

Arete 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
2016
Q1 		– Sell
-10,885
Closed -$263K – 159
2015
Q4 		$263K Buy
10,885
+98
+0.9% +$2.38K 0.16% 104
2015
Q3 		$260K Buy
+10,787
New +$267K 0.2% 97

Other funds holding RIGS

RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BB&T Securities
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Arete Wealth Advisors's RIGS Position: Q1 2016 in Review

Arete Wealth Advisors sold out of ALPS Strategic Income Fund (RIGS) in Q1 2016, closing a stake of 10,885 shares — an estimated $263K sold.

Arete Wealth Advisors first reported a position in RIGS in Q3 2015 and held it in 2 quarters. The position peaked at $263K in Q4 2015. 29 funds tracked by Wall St. Rank hold RIGS as of Q1 2016.

  • Arete Wealth Advisors reported no remaining ALPS Strategic Income Fund position as of Q1 2016 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,885 ALPS Strategic Income Fund shares in Q1 2016, an estimated $263K.
  • Arete Wealth Advisors first reported a position in ALPS Strategic Income Fund in Q3 2015 and held it in 2 quarters.
  • Arete Wealth Advisors's ALPS Strategic Income Fund position peaked at $263K in Q4 2015.
  • 29 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2016.

Based on Arete Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.