CWM
SGL

Concert Wealth Management’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

Concert Wealth Management’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
Q1 		– Sell
-16,649
Closed -$150K – 592
2013
Q4 		$150K Hold
16,649
– – 0.02% 509
2013
Q3 		$154K Sell
16,649
-6,300
-27% -$57.6K 0.02% 501
2013
Q2 		$215K Buy
+22,949
New +$236K 0.03% 437

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Concert Wealth Management's SGL Position: Q1 2014 in Review

Concert Wealth Management sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q1 2014, closing a stake of 16,649 shares — an estimated $150K sold.

Concert Wealth Management first reported a position in SGL in Q2 2013 and held it in 3 quarters. The position peaked at $215K in Q2 2013. 31 funds tracked by Wall St. Rank hold SGL as of Q1 2014.

  • Concert Wealth Management reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q1 2014 after selling out during the quarter.
  • Concert Wealth Management sold 16,649 STRATEGIC GLOBAL INCOME FUND shares in Q1 2014, an estimated $150K.
  • Concert Wealth Management first reported a position in STRATEGIC GLOBAL INCOME FUND in Q2 2013 and held it in 3 quarters.
  • Concert Wealth Management's STRATEGIC GLOBAL INCOME FUND position peaked at $215K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q1 2014.

Based on Concert Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.