WFG Advisors’s Deutsche High Incm Opportunities DHG Stock Holding History

WFG Advisors’s Portfolio DHG Stock Details DHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$12K	Buy	+800	New	+$11.8K	﹤0.01%	1100
2017 Q1	–	Sell	-800	Closed	-$12K	–	1767
2016 Q4	$12K	Hold	800	–	–	﹤0.01%	1072
2016 Q3	$11K	Hold	800	–	–	﹤0.01%	1114
2016 Q2	$11K	Sell	800 -100	-11%	-$1.35K	﹤0.01%	1085
2016 Q1	$12K	Sell	900 -100	-10%	-$1.28K	﹤0.01%	1024
2015 Q4	$13K	Hold	1,000	–	–	﹤0.01%	1022
2015 Q3	$13K	Hold	1,000	–	–	﹤0.01%	1034
2015 Q2	$15K	Hold	1,000	–	–	﹤0.01%	1079
2015 Q1	$14K	Sell	1,000 -300	-23%	-$4.24K	﹤0.01%	1111
2014 Q4	$18K	Hold	1,300	–	–	﹤0.01%	1273
2014 Q3	$19K	Hold	1,300	–	–	﹤0.01%	1311
2014 Q2	$19K	Sell	1,300 -132	-9%	-$1.94K	﹤0.01%	1305
2014 Q1	$21K	Hold	1,432	–	–	﹤0.01%	1241
2013 Q4	$21K	Buy	1,432 +1,000	+231%	+$14.2K	﹤0.01%	1339
2013 Q3	$6K	Hold	432	–	–	﹤0.01%	1709
2013 Q2	$6K	Buy	+432	New	+$6.57K	﹤0.01%	1638

Other funds holding DHG

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's DHG Position: Q2 2017 in Review

WFG Advisors opened a new position in Deutsche High Incm Opportunities (DHG) in Q2 2017: 800 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings. This is a return to the name: WFG Advisors previously reported a position in DHG as recently as Q4 2016.

WFG Advisors first reported a position in DHG in Q2 2013 and has held it in 16 quarters since. The position peaked at $21K in Q1 2014. 37 funds tracked by Wall St. Rank hold DHG as of Q2 2017.

WFG Advisors held 800 shares of Deutsche High Incm Opportunities worth $12K as of Q2 2017.
Deutsche High Incm Opportunities was a new WFG Advisors position in Q2 2017.
Deutsche High Incm Opportunities made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1100 holding.
WFG Advisors first reported a position in Deutsche High Incm Opportunities in Q2 2013 and has held it in 16 quarters since.
WFG Advisors's Deutsche High Incm Opportunities position peaked at $21K in Q1 2014.
37 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.