PMFA
SGL

Plante Moran Financial Advisors’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

Plante Moran Financial Advisors’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
2013
Q3 		– Sell
-133
Closed -$1K – 689
2013
Q2 		$1K Buy
+133
New +$1.37K ﹤0.01% 579

Other funds holding SGL

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Plante Moran Financial Advisors's SGL Position: Q3 2013 in Review

Plante Moran Financial Advisors sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q3 2013, closing a stake of 133 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in SGL in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 31 funds tracked by Wall St. Rank hold SGL as of Q3 2013.

  • Plante Moran Financial Advisors reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q3 2013 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 133 STRATEGIC GLOBAL INCOME FUND shares in Q3 2013, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in STRATEGIC GLOBAL INCOME FUND in Q2 2013 and held it in 1 quarter.
  • Plante Moran Financial Advisors's STRATEGIC GLOBAL INCOME FUND position peaked at $1K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q3 2013.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2013, filed 23 Oct 2013.