SWP
RFUN

Stratos Wealth Partners’s RiverFront Dynamic Unconstrained Income RFUN Stock Holding History

Stratos Wealth Partners’s Portfolio RFUN Stock Details RFUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,648
Closed -$397K – 2774
2018
Q3 		$397K Hold
15,648
– – 0.02% 613
2018
Q2 		$391K Buy
15,648
+12,970
+484% +$327K 0.02% 645
2018
Q1 		$68K Buy
+2,678
New +$68.6K ﹤0.01% 1414

Other funds holding RFUN

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's RFUN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of RiverFront Dynamic Unconstrained Income (RFUN) in Q4 2018, closing a stake of 15,648 shares — an estimated $397K sold.

Stratos Wealth Partners first reported a position in RFUN in Q1 2018 and held it in 3 quarters. The position peaked at $397K in Q3 2018. 13 funds tracked by Wall St. Rank hold RFUN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining RiverFront Dynamic Unconstrained Income position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,648 RiverFront Dynamic Unconstrained Income shares in Q4 2018, an estimated $397K.
  • Stratos Wealth Partners first reported a position in RiverFront Dynamic Unconstrained Income in Q1 2018 and held it in 3 quarters.
  • Stratos Wealth Partners's RiverFront Dynamic Unconstrained Income position peaked at $397K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held RiverFront Dynamic Unconstrained Income as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.