LBA Wealth Management’s SRH Total Return Fund STEW Stock Holding History

LBA Wealth Management’s Portfolio STEW Stock Details STEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Hold	0	–	–	–	417
2016 Q4	–	Hold	0	–	–	–	419

Other funds holding STEW

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

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

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return