IA
SGL

IFP Advisors’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

IFP Advisors’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
2016
Q1 		– Sell
-1,100
Closed -$10K – 4216
2015
Q4 		$10K Buy
+1,100
New +$9.61K ﹤0.01% 2609

Other funds holding SGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LPL Financial
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

IFP Advisors's SGL Position: Q1 2016 in Review

IFP Advisors sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q1 2016, closing a stake of 1,100 shares — an estimated $10K sold.

IFP Advisors first reported a position in SGL in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 27 funds tracked by Wall St. Rank hold SGL as of Q1 2016.

  • IFP Advisors reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q1 2016 after selling out during the quarter.
  • IFP Advisors sold 1,100 STRATEGIC GLOBAL INCOME FUND shares in Q1 2016, an estimated $10K.
  • IFP Advisors first reported a position in STRATEGIC GLOBAL INCOME FUND in Q4 2015 and held it in 1 quarter.
  • IFP Advisors's STRATEGIC GLOBAL INCOME FUND position peaked at $10K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q1 2016.

Based on IFP Advisors's 13F filing for Q1 2016, filed 2 May 2016.