Archford Capital Strategies’s BANK AMERICA CORP MKT INDEX TARGET TM SEC (MITTS) LKD DJ IND SHN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-9,000
Closed -$154K 797
2014
Q4
$154K Hold
9,000
0.11% 128
2014
Q3
$146K Hold
9,000
0.12% 132
2014
Q2
$143K Hold
9,000
0.11% 139
2014
Q1
$139K Buy
+9,000
New +$137K 0.12% 140

Archford Capital Strategies's SHN Position: Q1 2015 in Review

Archford Capital Strategies sold out of BANK AMERICA CORP MKT INDEX TARGET TM SEC (MITTS) LKD DJ IND (SHN) in Q1 2015, closing a stake of 9,000 shares — an estimated $154K sold.

Archford Capital Strategies first reported a position in SHN in Q1 2014 and held it in 4 quarters. The position peaked at $154K in Q4 2014. 0 funds tracked by Wall St. Rank hold SHN as of Q1 2015.

  • Archford Capital Strategies reported no remaining BANK AMERICA CORP MKT INDEX TARGET TM SEC (MITTS) LKD DJ IND position as of Q1 2015 after selling out during the quarter.
  • Archford Capital Strategies sold 9,000 BANK AMERICA CORP MKT INDEX TARGET TM SEC (MITTS) LKD DJ IND shares in Q1 2015, an estimated $154K.
  • Archford Capital Strategies first reported a position in BANK AMERICA CORP MKT INDEX TARGET TM SEC (MITTS) LKD DJ IND in Q1 2014 and held it in 4 quarters.
  • Archford Capital Strategies's BANK AMERICA CORP MKT INDEX TARGET TM SEC (MITTS) LKD DJ IND position peaked at $154K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held BANK AMERICA CORP MKT INDEX TARGET TM SEC (MITTS) LKD DJ IND as of Q1 2015.

Based on Archford Capital Strategies's 13F filing for Q1 2015, filed 14 May 2015.