WA
KST

WFG Advisors’s Deutsche Strategic Income Trust KST Stock Holding History

WFG 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
2014
Q4 		– Sell
-792
Closed -$10K – 2297
2014
Q3 		$10K Buy
792
+14
+2% +$176 ﹤0.01% 1507
2014
Q2 		$10K Buy
778
+14
+2% +$179 ﹤0.01% 1495
2014
Q1 		$10K Buy
764
+15
+2% +$193 ﹤0.01% 1476
2013
Q4 		$10K Buy
749
+15
+2% +$198 ﹤0.01% 1591
2013
Q3 		$10K Buy
734
+14
+2% +$187 ﹤0.01% 1535
2013
Q2 		$9K Buy
+720
New +$10.4K ﹤0.01% 1506

Other funds holding KST

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's KST Position: Q4 2014 in Review

WFG Advisors sold out of Deutsche Strategic Income Trust (KST) in Q4 2014, closing a stake of 792 shares — an estimated $10K sold.

WFG Advisors first reported a position in KST in Q2 2013 and held it in 6 quarters. The position peaked at $10K in Q3 2014. 24 funds tracked by Wall St. Rank hold KST as of Q4 2014.

  • WFG Advisors reported no remaining Deutsche Strategic Income Trust position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 792 Deutsche Strategic Income Trust shares in Q4 2014, an estimated $10K.
  • WFG Advisors first reported a position in Deutsche Strategic Income Trust in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Deutsche Strategic Income Trust position peaked at $10K in Q3 2014.
  • 24 funds tracked by Wall St. Rank held Deutsche Strategic Income Trust as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.