GI
CSI

Gradient Investments’s Cutwater Select Income Fund CSI Stock Holding History

Gradient Investments’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
2015
Q3 		– Sell
-400
Closed -$7K – 731
2015
Q2 		$7K Buy
+400
New +$7.74K ﹤0.01% 435

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Gradient Investments's CSI Position: Q3 2015 in Review

Gradient Investments sold out of Cutwater Select Income Fund (CSI) in Q3 2015, closing a stake of 400 shares — an estimated $7K sold.

Gradient Investments first reported a position in CSI in Q2 2015 and held it in 1 quarter. The position peaked at $7K in Q2 2015. 30 funds tracked by Wall St. Rank hold CSI as of Q3 2015.

  • Gradient Investments reported no remaining Cutwater Select Income Fund position as of Q3 2015 after selling out during the quarter.
  • Gradient Investments sold 400 Cutwater Select Income Fund shares in Q3 2015, an estimated $7K.
  • Gradient Investments first reported a position in Cutwater Select Income Fund in Q2 2015 and held it in 1 quarter.
  • Gradient Investments's Cutwater Select Income Fund position peaked at $7K in Q2 2015.
  • 30 funds tracked by Wall St. Rank held Cutwater Select Income Fund as of Q3 2015.

Based on Gradient Investments's 13F filing for Q3 2015, filed 14 Oct 2015.