Commonwealth Equity Services
SGL

Commonwealth Equity Services’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

Commonwealth Equity Services’s Portfolio SGL Stock Details SGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,881
Closed -$96K – 2198
2014
Q3 		$96K Buy
+10,881
New +$99.2K ﹤0.01% 1967

Other funds holding SGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Commonwealth Equity Services's SGL Position: Q4 2014 in Review

Commonwealth Equity Services sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q4 2014, closing a stake of 10,881 shares — an estimated $96K sold.

Commonwealth Equity Services first reported a position in SGL in Q3 2014 and held it in 1 quarter. The position peaked at $96K in Q3 2014. 32 funds tracked by Wall St. Rank hold SGL as of Q4 2014.

  • Commonwealth Equity Services reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q4 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,881 STRATEGIC GLOBAL INCOME FUND shares in Q4 2014, an estimated $96K.
  • Commonwealth Equity Services first reported a position in STRATEGIC GLOBAL INCOME FUND in Q3 2014 and held it in 1 quarter.
  • Commonwealth Equity Services's STRATEGIC GLOBAL INCOME FUND position peaked at $96K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q4 2014.

Based on Commonwealth Equity Services's 13F filing for Q4 2014, filed 13 Jan 2015.