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Steward Partners Investment Advisory’s ALPS Strategic Income Fund RIGS Stock Holding History

Steward Partners Investment Advisory’s Portfolio RIGS Stock Details RIGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-57,402
Closed -$1.42M – 3481
2020
Q4 		$1.42M Buy
57,402
+354
+0.6% +$8.75K 0.03% 450
2020
Q3 		$1.4M Sell
57,048
-2,469
-4% -$60.9K 0.04% 396
2020
Q2 		$1.46M Sell
59,517
-177
-0.3% -$4.19K 0.04% 366
2020
Q1 		$1.33M Sell
59,694
-2,651
-4% -$63.8K 0.05% 324
2019
Q4 		$1.55M Sell
62,345
-992
-2% -$24.7K 0.05% 345
2019
Q3 		$1.57M Sell
63,337
-3,913
-6% -$97.2K 0.05% 318
2019
Q2 		$1.67M Sell
67,250
-7,652
-10% -$189K 0.06% 290
2019
Q1 		$1.84M Sell
74,902
-15,380
-17% -$376K 0.08% 248
2018
Q4 		$2.17M Sell
90,282
-447
-0.5% -$10.8K 0.11% 208
2018
Q3 		$2.23M Buy
90,729
+4,558
+5% +$112K 0.11% 204
2018
Q2 		$2.1M Sell
86,171
-23,158
-21% -$568K 0.13% 184
2018
Q1 		$2.69M Buy
109,329
+37,892
+53% +$941K 0.18% 126
2017
Q4 		$1.8M Buy
71,437
+42,108
+144% +$1.06M 0.14% 164
2017
Q3 		$746K Buy
+29,329
New +$745K 0.08% 230

Other funds holding RIGS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's RIGS Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of ALPS Strategic Income Fund (RIGS) in Q1 2021, closing a stake of 57,402 shares — an estimated $1.42M sold.

Steward Partners Investment Advisory first reported a position in RIGS in Q3 2017 and held it in 14 quarters. The position peaked at $2.69M in Q1 2018. 42 funds tracked by Wall St. Rank hold RIGS as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining ALPS Strategic Income Fund position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 57,402 ALPS Strategic Income Fund shares in Q1 2021, an estimated $1.42M.
  • Steward Partners Investment Advisory first reported a position in ALPS Strategic Income Fund in Q3 2017 and held it in 14 quarters.
  • Steward Partners Investment Advisory's ALPS Strategic Income Fund position peaked at $2.69M in Q1 2018.
  • 42 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.