LPL Financial
LBF

LPL Financial’s Deutsche Global High Incm Fund LBF Stock Holding History

LPL Financial’s Portfolio LBF Stock Details LBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-13,480
Closed -$115K – 3066
2017
Q1 		$115K Sell
13,480
-1,554
-10% -$13.1K ﹤0.01% 2597
2016
Q4 		$125K Buy
15,034
+3,154
+27% +$26.1K ﹤0.01% 2562
2016
Q3 		$101K Buy
11,880
+50
+0.4% +$420 ﹤0.01% 2535
2016
Q2 		$97K Buy
+11,830
New +$94.5K ﹤0.01% 2508

Other funds holding LBF

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

LPL Financial's LBF Position: Q2 2017 in Review

LPL Financial sold out of Deutsche Global High Incm Fund (LBF) in Q2 2017, closing a stake of 13,480 shares — an estimated $115K sold.

LPL Financial first reported a position in LBF in Q2 2016 and held it in 4 quarters. The position peaked at $125K in Q4 2016. 21 funds tracked by Wall St. Rank hold LBF as of Q2 2017.

  • LPL Financial reported no remaining Deutsche Global High Incm Fund position as of Q2 2017 after selling out during the quarter.
  • LPL Financial sold 13,480 Deutsche Global High Incm Fund shares in Q2 2017, an estimated $115K.
  • LPL Financial first reported a position in Deutsche Global High Incm Fund in Q2 2016 and held it in 4 quarters.
  • LPL Financial's Deutsche Global High Incm Fund position peaked at $125K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held Deutsche Global High Incm Fund as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.