Cahill Financial Advisors’s ALPS Strategic Income Fund RIGS Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-3,607	Closed	-$89K	–	638
2021 Q3	$89K	Buy	+3,607	New	+$89.7K	0.02%	274
2020 Q1	–	Sell	-11,259	Closed	-$281K	–	161
2019 Q4	$281K	Sell	11,259 -443	-4%	-$11K	0.1%	138
2019 Q3	$291K	Hold	11,702	–	–	0.11%	133
2019 Q2	$290K	Hold	11,702	–	–	0.11%	129
2019 Q1	$288K	Sell	11,702 -408	-3%	-$9.99K	0.12%	125
2018 Q4	$292K	Hold	12,110	–	–	0.15%	120
2018 Q3	$299K	Sell	12,110 -2,900	-19%	-$71.1K	0.13%	128
2018 Q2	$366K	Hold	15,010	–	–	0.17%	118
2018 Q1	$370K	Hold	15,010	–	–	0.18%	113
2017 Q4	$378K	Hold	15,010	–	–	0.19%	107
2017 Q3	$382K	Buy	15,010 +790	+6%	+$20.1K	0.2%	104
2017 Q2	$361K	Buy	+14,220	New	+$360K	0.2%	104

Other funds holding RIGS

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

Cahill Financial Advisors's RIGS Position: Q4 2021 in Review

Cahill Financial Advisors sold out of ALPS Strategic Income Fund (RIGS) in Q4 2021, closing a stake of 3,607 shares — an estimated $89K sold.

Cahill Financial Advisors first reported a position in RIGS in Q2 2017 and held it in 12 quarters. The position peaked at $382K in Q3 2017. 46 funds tracked by Wall St. Rank hold RIGS as of Q4 2021.

Cahill Financial Advisors reported no remaining ALPS Strategic Income Fund position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 3,607 ALPS Strategic Income Fund shares in Q4 2021, an estimated $89K.
Cahill Financial Advisors first reported a position in ALPS Strategic Income Fund in Q2 2017 and held it in 12 quarters.
Cahill Financial Advisors's ALPS Strategic Income Fund position peaked at $382K in Q3 2017.
46 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.