UCFA
BWG

United Capital Financial Advisors’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

United Capital Financial Advisors’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-17,775
Closed -$215K – 1377
2019
Q3 		$215K Buy
+17,775
New +$212K ﹤0.01% 1172

Other funds holding BWG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

United Capital Financial Advisors's BWG Position: Q4 2019 in Review

United Capital Financial Advisors sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q4 2019, closing a stake of 17,775 shares — an estimated $215K sold.

United Capital Financial Advisors first reported a position in BWG in Q3 2019 and held it in 1 quarter. The position peaked at $215K in Q3 2019. 48 funds tracked by Wall St. Rank hold BWG as of Q4 2019.

  • United Capital Financial Advisors reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 17,775 BrandywineGLOBAL Global Income Opportunities Fund shares in Q4 2019, an estimated $215K.
  • United Capital Financial Advisors first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q3 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $215K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.