KF
GFY

Krilogy Financial’s Western Asset Variable Rate Strategic Fund, Inc GFY Stock Holding History

Krilogy Financial’s Portfolio GFY Stock Details GFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,300
Closed -$71K – 770
2018
Q3 		$71K Buy
+4,300
New +$70.8K 0.02% 271

Other funds holding GFY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

Krilogy Financial's GFY Position: Q4 2018 in Review

Krilogy Financial sold out of Western Asset Variable Rate Strategic Fund, Inc (GFY) in Q4 2018, closing a stake of 4,300 shares — an estimated $71K sold.

Krilogy Financial first reported a position in GFY in Q3 2018 and held it in 1 quarter. The position peaked at $71K in Q3 2018. 19 funds tracked by Wall St. Rank hold GFY as of Q4 2018.

  • Krilogy Financial reported no remaining Western Asset Variable Rate Strategic Fund, Inc position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 4,300 Western Asset Variable Rate Strategic Fund, Inc shares in Q4 2018, an estimated $71K.
  • Krilogy Financial first reported a position in Western Asset Variable Rate Strategic Fund, Inc in Q3 2018 and held it in 1 quarter.
  • Krilogy Financial's Western Asset Variable Rate Strategic Fund, Inc position peaked at $71K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Western Asset Variable Rate Strategic Fund, Inc as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.