WFG Advisors’s Deutsche Global High Incm Fund LBF Stock Holding History

WFG Advisors’s Portfolio LBF Stock Details LBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-300	Closed	-$3K	–	1737
2017 Q1	$3K	Hold	300	–	–	﹤0.01%	1314
2016 Q4	$2K	Hold	300	–	–	﹤0.01%	1445
2016 Q3	$3K	Hold	300	–	–	﹤0.01%	1376
2016 Q2	$2K	Hold	300	–	–	﹤0.01%	1413
2016 Q1	$2K	Hold	300	–	–	﹤0.01%	1371
2015 Q4	$2K	Hold	300	–	–	﹤0.01%	1410
2015 Q3	$2K	Hold	300	–	–	﹤0.01%	1453
2015 Q2	$2K	Hold	300	–	–	﹤0.01%	1523
2015 Q1	$3K	Hold	300	–	–	﹤0.01%	1503
2014 Q4	$2K	Hold	300	–	–	﹤0.01%	1903
2014 Q3	$2K	Hold	300	–	–	﹤0.01%	1922
2014 Q2	$3K	Hold	300	–	–	﹤0.01%	1793
2014 Q1	$2K	Sell	300 -1,700	-85%	-$13.8K	﹤0.01%	1843
2013 Q4	$16K	Buy	2,000 +700	+54%	+$5.64K	﹤0.01%	1443
2013 Q3	$10K	Buy	1,300 +300	+30%	+$2.37K	﹤0.01%	1537
2013 Q2	$8K	Buy	+1,000	New	+$8.74K	﹤0.01%	1550

Other funds holding LBF

SIA

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

SCM

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

RJA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

WFG Advisors's LBF Position: Q2 2017 in Review

WFG Advisors sold out of Deutsche Global High Incm Fund (LBF) in Q2 2017, closing a stake of 300 shares — an estimated $3K sold.

WFG Advisors first reported a position in LBF in Q2 2013 and held it in 16 quarters. The position peaked at $16K in Q4 2013. 21 funds tracked by Wall St. Rank hold LBF as of Q2 2017.

WFG Advisors reported no remaining Deutsche Global High Incm Fund position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 300 Deutsche Global High Incm Fund shares in Q2 2017, an estimated $3K.
WFG Advisors first reported a position in Deutsche Global High Incm Fund in Q2 2013 and held it in 16 quarters.
WFG Advisors's Deutsche Global High Incm Fund position peaked at $16K in Q4 2013.
21 funds tracked by Wall St. Rank held Deutsche Global High Incm Fund as of Q2 2017.

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