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Winch Advisory Services’s ALPS Strategic Income Fund RIGS Stock Holding History

Winch Advisory Services’s Portfolio RIGS Stock Details RIGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,141
Closed -$54K – 290
2016
Q3 		$54K Buy
2,141
+25
+1% +$631 0.04% 89
2016
Q2 		$53K Buy
2,116
+35
+2% +$863 0.06% 76
2016
Q1 		$51K Buy
2,081
+18
+0.9% +$434 0.08% 41
2015
Q4 		$50K Buy
+2,063
New +$50.2K 0.06% 47

Other funds holding RIGS

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Winch Advisory Services's RIGS Position: Q4 2016 in Review

Winch Advisory Services sold out of ALPS Strategic Income Fund (RIGS) in Q4 2016, closing a stake of 2,141 shares — an estimated $54K sold.

Winch Advisory Services first reported a position in RIGS in Q4 2015 and held it in 4 quarters. The position peaked at $54K in Q3 2016. 28 funds tracked by Wall St. Rank hold RIGS as of Q4 2016.

  • Winch Advisory Services reported no remaining ALPS Strategic Income Fund position as of Q4 2016 after selling out during the quarter.
  • Winch Advisory Services sold 2,141 ALPS Strategic Income Fund shares in Q4 2016, an estimated $54K.
  • Winch Advisory Services first reported a position in ALPS Strategic Income Fund in Q4 2015 and held it in 4 quarters.
  • Winch Advisory Services's ALPS Strategic Income Fund position peaked at $54K in Q3 2016.
  • 28 funds tracked by Wall St. Rank held ALPS Strategic Income Fund as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.