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Stratos Wealth Partners’s TCW Strategic Income Fund TSI Stock Holding History

Stratos Wealth Partners’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-11,927
Closed -$64K – 634
2014
Q4 		$64K Buy
+11,927
New +$65.5K 0.01% 496

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NCM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
IT
Independence Trust Franklin, Tennessee $90.5M AUM 24.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stratos Wealth Partners's TSI Position: Q1 2015 in Review

Stratos Wealth Partners sold out of TCW Strategic Income Fund (TSI) in Q1 2015, closing a stake of 11,927 shares — an estimated $64K sold.

Stratos Wealth Partners first reported a position in TSI in Q4 2014 and held it in 1 quarter. The position peaked at $64K in Q4 2014. 61 funds tracked by Wall St. Rank hold TSI as of Q1 2015.

  • Stratos Wealth Partners reported no remaining TCW Strategic Income Fund position as of Q1 2015 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,927 TCW Strategic Income Fund shares in Q1 2015, an estimated $64K.
  • Stratos Wealth Partners first reported a position in TCW Strategic Income Fund in Q4 2014 and held it in 1 quarter.
  • Stratos Wealth Partners's TCW Strategic Income Fund position peaked at $64K in Q4 2014.
  • 61 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2015.

Based on Stratos Wealth Partners's 13F filing for Q1 2015, filed 13 May 2015.