IFP Advisors’s Cutwater Select Income Fund CSI Stock Holding History

IFP Advisors’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
2016 Q4	–	Sell	-1,408	Closed	-$29K	–	4286
2016 Q3	$29K	Hold	1,408	–	–	﹤0.01%	2177
2016 Q2	$28K	Buy	+1,408	New	+$27.2K	﹤0.01%	2135
2016 Q1	–	Sell	-1,185	Closed	-$22K	–	4125
2015 Q4	$22K	Buy	+1,185	New	+$22.4K	﹤0.01%	2120

Other funds holding CSI

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

IFP Advisors's CSI Position: Q4 2016 in Review

IFP Advisors sold out of Cutwater Select Income Fund (CSI) in Q4 2016, closing a stake of 1,408 shares — an estimated $29K sold.

IFP Advisors first reported a position in CSI in Q4 2015 and held it in 3 quarters. The position peaked at $29K in Q3 2016. 1 fund tracked by Wall St. Rank holds CSI as of Q4 2016.

IFP Advisors reported no remaining Cutwater Select Income Fund position as of Q4 2016 after selling out during the quarter.
IFP Advisors sold 1,408 Cutwater Select Income Fund shares in Q4 2016, an estimated $29K.
IFP Advisors first reported a position in Cutwater Select Income Fund in Q4 2015 and held it in 3 quarters.
IFP Advisors's Cutwater Select Income Fund position peaked at $29K in Q3 2016.
1 fund tracked by Wall St. Rank held Cutwater Select Income Fund as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.