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Bay Harbor Wealth Management’s ALPS Strategic Income Fund RIGS Stock Holding History

Bay Harbor Wealth Management’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
2019
Q4 		– Sell
-260
Closed -$6K – 372
2019
Q3 		$6K Hold
260
– – ﹤0.01% 261
2019
Q2 		$6K Sell
260
-259
-50% -$6.41K ﹤0.01% 261
2019
Q1 		$13K Sell
519
-193
-27% -$4.72K 0.01% 257
2018
Q4 		$17K Buy
+712
New +$17.3K 0.01% 231

Other funds holding RIGS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Bay Harbor Wealth Management's RIGS Position: Q4 2019 in Review

Bay Harbor Wealth Management sold out of ALPS Strategic Income Fund (RIGS) in Q4 2019, closing a stake of 260 shares — an estimated $6K sold.

Bay Harbor Wealth Management first reported a position in RIGS in Q4 2018 and held it in 4 quarters. The position peaked at $17K in Q4 2018. 63 funds tracked by Wall St. Rank hold RIGS as of Q4 2019.

  • Bay Harbor Wealth Management reported no remaining ALPS Strategic Income Fund position as of Q4 2019 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 260 ALPS Strategic Income Fund shares in Q4 2019, an estimated $6K.
  • Bay Harbor Wealth Management first reported a position in ALPS Strategic Income Fund in Q4 2018 and held it in 4 quarters.
  • Bay Harbor Wealth Management's ALPS Strategic Income Fund position peaked at $17K in Q4 2018.
  • 63 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q4 2019.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.