ACS
PER

Archford Capital Strategies’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

Archford Capital Strategies’s Portfolio PER Stock Details PER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-500
Closed -$5K – 776
2014
Q3 		$5K Hold
500
– – ﹤0.01% 400
2014
Q2 		$6.34K Hold
500
– – ﹤0.01% 482
2014
Q1 		$6.01K Buy
+500
New +$6.32K 0.01% 506

Other funds holding PER

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Archford Capital Strategies's PER Position: Q4 2014 in Review

Archford Capital Strategies sold out of SANDRIDGE PERMIAN TRUST (PER) in Q4 2014, closing a stake of 500 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in PER in Q1 2014 and held it in 3 quarters. The position peaked at $6.34K in Q2 2014. 48 funds tracked by Wall St. Rank hold PER as of Q4 2014.

  • Archford Capital Strategies reported no remaining SANDRIDGE PERMIAN TRUST position as of Q4 2014 after selling out during the quarter.
  • Archford Capital Strategies sold 500 SANDRIDGE PERMIAN TRUST shares in Q4 2014, an estimated $5K.
  • Archford Capital Strategies first reported a position in SANDRIDGE PERMIAN TRUST in Q1 2014 and held it in 3 quarters.
  • Archford Capital Strategies's SANDRIDGE PERMIAN TRUST position peaked at $6.34K in Q2 2014.
  • 48 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q4 2014.

Based on Archford Capital Strategies's 13F filing for Q4 2014, filed 3 Feb 2015.