MA
SGL

MUFG Americas’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

MUFG Americas’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
2014
Q4 		– Sell
-5,300
Closed -$47K – 1342
2014
Q3 		$47K Hold
5,300
– – ﹤0.01% 682
2014
Q2 		$50K Hold
5,300
– – ﹤0.01% 680
2014
Q1 		$49K Hold
5,300
– – ﹤0.01% 679
2013
Q4 		$48K Hold
5,300
– – ﹤0.01% 686
2013
Q3 		$49K Hold
5,300
– – ﹤0.01% 719
2013
Q2 		$50K Buy
+5,300
New +$54.5K ﹤0.01% 1151

Other funds holding SGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

MUFG Americas's SGL Position: Q4 2014 in Review

MUFG Americas sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q4 2014, closing a stake of 5,300 shares — an estimated $47K sold.

MUFG Americas first reported a position in SGL in Q2 2013 and held it in 6 quarters. The position peaked at $50K in Q2 2014. 32 funds tracked by Wall St. Rank hold SGL as of Q4 2014.

  • MUFG Americas reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q4 2014 after selling out during the quarter.
  • MUFG Americas sold 5,300 STRATEGIC GLOBAL INCOME FUND shares in Q4 2014, an estimated $47K.
  • MUFG Americas first reported a position in STRATEGIC GLOBAL INCOME FUND in Q2 2013 and held it in 6 quarters.
  • MUFG Americas's STRATEGIC GLOBAL INCOME FUND position peaked at $50K in Q2 2014.
  • 32 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q4 2014.

Based on MUFG Americas's 13F filing for Q4 2014, filed 13 Feb 2015.