UCFA
KST

United Capital Financial Advisors’s Deutsche Strategic Income Trust KST Stock Holding History

United Capital Financial Advisors’s Portfolio KST Stock Details KST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-10,322
Closed -$133K – 769
2013
Q2 		$133K Buy
+10,322
New +$149K ﹤0.01% 672

Other funds holding KST

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 17.08% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

United Capital Financial Advisors's KST Position: Q3 2013 in Review

United Capital Financial Advisors sold out of Deutsche Strategic Income Trust (KST) in Q3 2013, closing a stake of 10,322 shares — an estimated $133K sold.

United Capital Financial Advisors first reported a position in KST in Q2 2013 and held it in 1 quarter. The position peaked at $133K in Q2 2013. 16 funds tracked by Wall St. Rank hold KST as of Q3 2013.

  • United Capital Financial Advisors reported no remaining Deutsche Strategic Income Trust position as of Q3 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,322 Deutsche Strategic Income Trust shares in Q3 2013, an estimated $133K.
  • United Capital Financial Advisors first reported a position in Deutsche Strategic Income Trust in Q2 2013 and held it in 1 quarter.
  • United Capital Financial Advisors's Deutsche Strategic Income Trust position peaked at $133K in Q2 2013.
  • 16 funds tracked by Wall St. Rank held Deutsche Strategic Income Trust as of Q3 2013.

Based on United Capital Financial Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.