Nations Financial Group’s Cutwater Select Income Fund CSI Stock Holding History

Nations Financial Group’s Portfolio CSI Stock Details CSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-20,118	Closed	-$408K	–	167
2016 Q3	$408K	Buy	20,118 +207	+1%	+$4.2K	0.4%	78
2016 Q2	$395K	Buy	19,911 +9,657	+94%	+$187K	0.41%	71
2016 Q1	$196K	Buy	+10,254	New	+$191K	0.23%	136

Other funds holding CSI

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Nations Financial Group's CSI Position: Q4 2016 in Review

Nations Financial Group sold out of Cutwater Select Income Fund (CSI) in Q4 2016, closing a stake of 20,118 shares — an estimated $408K sold.

Nations Financial Group first reported a position in CSI in Q1 2016 and held it in 3 quarters. The position peaked at $408K in Q3 2016. 1 fund tracked by Wall St. Rank holds CSI as of Q4 2016.

Nations Financial Group reported no remaining Cutwater Select Income Fund position as of Q4 2016 after selling out during the quarter.
Nations Financial Group sold 20,118 Cutwater Select Income Fund shares in Q4 2016, an estimated $408K.
Nations Financial Group first reported a position in Cutwater Select Income Fund in Q1 2016 and held it in 3 quarters.
Nations Financial Group's Cutwater Select Income Fund position peaked at $408K in Q3 2016.
1 fund tracked by Wall St. Rank held Cutwater Select Income Fund as of Q4 2016.

Based on Nations Financial Group's 13F filing for Q4 2016, filed 13 Feb 2017.