IFP Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

IFP Advisors’s Portfolio BWG Stock Details BWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-366	Closed	-$4K	–	3505
2022 Q4	$4K	Sell	366 -2	-0.5%	-$16	﹤0.01%	3863
2022 Q3	$4K	Sell	368 -2	-0.5%	-$17	﹤0.01%	4098
2022 Q2	$4K	Hold	370	–	–	﹤0.01%	3863
2022 Q1	$4K	Buy	+370	New	+$4.01K	﹤0.01%	3863
2017 Q4	–	Sell	-1,241	Closed	-$17K	–	3826
2017 Q3	$17K	Hold	1,241	–	–	﹤0.01%	2696
2017 Q2	$16K	Hold	1,241	–	–	﹤0.01%	2700
2017 Q1	$16K	Sell	1,241 -1,345	-52%	-$16.7K	﹤0.01%	2629
2016 Q4	$31K	Hold	2,586	–	–	﹤0.01%	2169
2016 Q3	$35K	Hold	2,586	–	–	﹤0.01%	2027
2016 Q2	$34K	Buy	+2,586	New	+$32.3K	﹤0.01%	1990
2016 Q1	–	Sell	-3,052	Closed	-$35K	–	2488
2015 Q4	$35K	Buy	+3,052	New	+$37.2K	﹤0.01%	1818

Other funds holding BWG

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

IFP Advisors's BWG Position: Q1 2023 in Review

IFP Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q1 2023, closing a stake of 366 shares — an estimated $4K sold.

IFP Advisors first reported a position in BWG in Q4 2015 and held it in 11 quarters. The position peaked at $35K in Q3 2016. 39 funds tracked by Wall St. Rank hold BWG as of Q1 2023.

IFP Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 366 BrandywineGLOBAL Global Income Opportunities Fund shares in Q1 2023, an estimated $4K.
IFP Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2015 and held it in 11 quarters.
IFP Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $35K in Q3 2016.
39 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.