BFEC
FPT

Benjamin F. Edwards & Company’s Federated Premier Intermediate M FPT Stock Holding History

Benjamin F. Edwards & Company’s Portfolio FPT Stock Details FPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,543
Closed -$48K – 1630
2017
Q2 		$48K Sell
3,543
-4,513
-56% -$60.4K 0.01% 723
2017
Q1 		$106K Buy
8,056
+48
+0.6% +$617 0.02% 547
2016
Q4 		$101K Buy
8,008
+53
+0.7% +$697 0.02% 500
2016
Q3 		$112K Buy
7,955
+50
+0.6% +$716 0.02% 421
2016
Q2 		$116K Sell
7,905
-5,946
-43% -$84.4K 0.02% 385
2016
Q1 		$191K Sell
13,851
-619
-4% -$8.43K 0.04% 314
2015
Q4 		$195K Buy
14,470
+180
+1% +$2.38K 0.04% 315
2015
Q3 		$188K Buy
14,290
+181
+1% +$2.37K 0.04% 310
2015
Q2 		$186K Sell
14,109
-1,506
-10% -$19.1K 0.04% 356
2015
Q1 		$203K Buy
15,615
+175
+1% +$2.27K 0.04% 330
2014
Q4 		$197K Buy
15,440
+107
+0.7% +$1.37K 0.05% 301
2014
Q3 		$197K Buy
15,333
+77
+0.5% +$993 0.05% 304
2014
Q2 		$201K Buy
15,256
+4,168
+38% +$54.3K 0.05% 295
2014
Q1 		$142K Sell
11,088
-822
-7% -$10.4K 0.04% 320
2013
Q4 		$145K Buy
11,910
+77
+0.7% +$941 0.05% 291
2013
Q3 		$148K Buy
11,833
+6,148
+108% +$75.8K 0.05% 261
2013
Q2 		$74K Buy
+5,685
New +$77.7K 0.03% 331

Other funds holding FPT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Benjamin F. Edwards & Company's FPT Position: Q3 2017 in Review

Benjamin F. Edwards & Company sold out of Federated Premier Intermediate M (FPT) in Q3 2017, closing a stake of 3,543 shares — an estimated $48K sold.

Benjamin F. Edwards & Company first reported a position in FPT in Q2 2013 and held it in 17 quarters. The position peaked at $203K in Q1 2015. 22 funds tracked by Wall St. Rank hold FPT as of Q3 2017.

  • Benjamin F. Edwards & Company reported no remaining Federated Premier Intermediate M position as of Q3 2017 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 3,543 Federated Premier Intermediate M shares in Q3 2017, an estimated $48K.
  • Benjamin F. Edwards & Company first reported a position in Federated Premier Intermediate M in Q2 2013 and held it in 17 quarters.
  • Benjamin F. Edwards & Company's Federated Premier Intermediate M position peaked at $203K in Q1 2015.
  • 22 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q3 2017.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2017, filed 24 Oct 2017.