RFA
SGL

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

Reilly 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
-457
Closed -$4K – 825
2013
Q2 		$4K Buy
+457
New +$4.7K ﹤0.01% 677

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 $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Reilly Financial Advisors's SGL Position: Q3 2013 in Review

Reilly Financial Advisors sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q3 2013, closing a stake of 457 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in SGL in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 31 funds tracked by Wall St. Rank hold SGL as of Q3 2013.

  • Reilly Financial Advisors reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q3 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 457 STRATEGIC GLOBAL INCOME FUND shares in Q3 2013, an estimated $4K.
  • Reilly Financial Advisors first reported a position in STRATEGIC GLOBAL INCOME FUND in Q2 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's STRATEGIC GLOBAL INCOME FUND position peaked at $4K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q3 2013.

Based on Reilly Financial Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.