PMFA
GFY

Plante Moran Financial Advisors’s Western Asset Variable Rate Strategic Fund, Inc GFY Stock Holding History

Plante Moran Financial Advisors’s Portfolio GFY Stock Details GFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-727
Closed -$12K – 1091
2015
Q4 		$12K Buy
+727
New +$11.6K 0.01% 547

Other funds holding GFY

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Plante Moran Financial Advisors's GFY Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of Western Asset Variable Rate Strategic Fund, Inc (GFY) in Q1 2016, closing a stake of 727 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in GFY in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 24 funds tracked by Wall St. Rank hold GFY as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining Western Asset Variable Rate Strategic Fund, Inc position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 727 Western Asset Variable Rate Strategic Fund, Inc shares in Q1 2016, an estimated $12K.
  • Plante Moran Financial Advisors first reported a position in Western Asset Variable Rate Strategic Fund, Inc in Q4 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Western Asset Variable Rate Strategic Fund, Inc position peaked at $12K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held Western Asset Variable Rate Strategic Fund, Inc as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.