BFEC
CSI

Benjamin F. Edwards & Company’s Cutwater Select Income Fund CSI Stock Holding History

Benjamin F. Edwards & Company’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
2014
Q1 		– Sell
-183
Closed -$3K – 1005
2013
Q4 		$3K Buy
+183
New +$3.27K ﹤0.01% 831

Other funds holding CSI

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benjamin F. Edwards & Company's CSI Position: Q1 2014 in Review

Benjamin F. Edwards & Company sold out of Cutwater Select Income Fund (CSI) in Q1 2014, closing a stake of 183 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in CSI in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 33 funds tracked by Wall St. Rank hold CSI as of Q1 2014.

  • Benjamin F. Edwards & Company reported no remaining Cutwater Select Income Fund position as of Q1 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 183 Cutwater Select Income Fund shares in Q1 2014, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in Cutwater Select Income Fund in Q4 2013 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Cutwater Select Income Fund position peaked at $3K in Q4 2013.
  • 33 funds tracked by Wall St. Rank held Cutwater Select Income Fund as of Q1 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2014, filed 14 Apr 2014.