SFS
GFY

Sowell Financial Services’s Western Asset Variable Rate Strategic Fund, Inc GFY Stock Holding History

Sowell Financial Services’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
2019
Q4 		– Sell
-5,657
Closed -$92K – 2726
2019
Q3 		$92K Buy
+5,657
New +$92.4K 0.01% 854

Other funds holding GFY

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Sowell Financial Services's GFY Position: Q4 2019 in Review

Sowell Financial Services sold out of Western Asset Variable Rate Strategic Fund, Inc (GFY) in Q4 2019, closing a stake of 5,657 shares — an estimated $92K sold.

Sowell Financial Services first reported a position in GFY in Q3 2019 and held it in 1 quarter. The position peaked at $92K in Q3 2019. 12 funds tracked by Wall St. Rank hold GFY as of Q4 2019.

  • Sowell Financial Services reported no remaining Western Asset Variable Rate Strategic Fund, Inc position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 5,657 Western Asset Variable Rate Strategic Fund, Inc shares in Q4 2019, an estimated $92K.
  • Sowell Financial Services first reported a position in Western Asset Variable Rate Strategic Fund, Inc in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's Western Asset Variable Rate Strategic Fund, Inc position peaked at $92K in Q3 2019.
  • 12 funds tracked by Wall St. Rank held Western Asset Variable Rate Strategic Fund, Inc as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.