VWA
GFY

V Wealth Advisors’s Western Asset Variable Rate Strategic Fund, Inc GFY Stock Holding History

V Wealth Advisors’s Portfolio GFY Stock Details GFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3
Closed – – 778
2017
Q2 		$0 Buy
+3
New +$50 ﹤0.01% 839

Other funds holding GFY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

V Wealth Advisors's GFY Position: Q3 2017 in Review

V Wealth Advisors sold out of Western Asset Variable Rate Strategic Fund, Inc (GFY) in Q3 2017, closing a stake of 3 shares.

V Wealth Advisors first reported a position in GFY in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 17 funds tracked by Wall St. Rank hold GFY as of Q3 2017.

  • V Wealth Advisors reported no remaining Western Asset Variable Rate Strategic Fund, Inc position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 3 Western Asset Variable Rate Strategic Fund, Inc shares in Q3 2017.
  • V Wealth Advisors first reported a position in Western Asset Variable Rate Strategic Fund, Inc in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Western Asset Variable Rate Strategic Fund, Inc position peaked at $0 in Q2 2017.
  • 17 funds tracked by Wall St. Rank held Western Asset Variable Rate Strategic Fund, Inc as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.