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Lenox Wealth Advisors’s ALPS Strategic Income Fund RIGS Stock Holding History

Lenox Wealth Advisors’s Portfolio RIGS Stock Details RIGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-429
Closed -$11K – 778
2021
Q2 		$11K Hold
429
– – ﹤0.01% 465
2021
Q1 		$11K Buy
+429
New +$10.6K ﹤0.01% 404
2020
Q3 		– Sell
-162
Closed -$4K – 633
2020
Q2 		$4K Buy
+162
New +$3.83K ﹤0.01% 463

Other funds holding RIGS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lenox Wealth Advisors's RIGS Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of ALPS Strategic Income Fund (RIGS) in Q3 2021, closing a stake of 429 shares — an estimated $11K sold.

Lenox Wealth Advisors first reported a position in RIGS in Q2 2020 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 42 funds tracked by Wall St. Rank hold RIGS as of Q3 2021.

  • Lenox Wealth Advisors reported no remaining ALPS Strategic Income Fund position as of Q3 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 429 ALPS Strategic Income Fund shares in Q3 2021, an estimated $11K.
  • Lenox Wealth Advisors first reported a position in ALPS Strategic Income Fund in Q2 2020 and held it in 3 quarters.
  • Lenox Wealth Advisors's ALPS Strategic Income Fund position peaked at $11K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.