Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$11M Buy
176,805
+1,470
+0.8% +$90K 0.04% 510
2016
Q3
$11.4M Buy
175,335
+1,774
+1% +$118K 0.04% 479
2016
Q2
$11M Buy
173,561
+3,640
+2% +$215K 0.04% 477
2016
Q1
$9.82M Sell
169,921
-590
-0.3% -$33.4K 0.04% 508
2015
Q4
$9.15M Sell
170,511
-185
-0.1% -$10.4K 0.03% 526
2015
Q3
$8.7M Buy
170,696
+3,981
+2% +$214K 0.03% 527
2015
Q2
$9.4M Buy
166,715
+5,940
+4% +$375K 0.04% 537
2015
Q1
$11.5M Sell
160,775
-3,320
-2% -$216K 0.05% 453
2014
Q4
$9.2M Buy
164,095
+5,056
+3% +$264K 0.04% 535
2014
Q3
$7.84M Buy
159,039
+10,721
+7% +$546K 0.03% 537
2014
Q2
$7.51M Sell
148,318
-10,426
-7% -$517K 0.03% 533
2014
Q1
$7.09M Sell
158,744
-4,798
-3% -$216K 0.03% 567
2013
Q4
$7.7M Sell
163,542
-3,599
-2% -$182K 0.03% 546
2013
Q3
$8.83M Sell
167,141
-2,397
-1% -$116K 0.04% 486
2013
Q2
$7.65M Buy
+169,538
New +$8.04M 0.04% 516

Other funds holding RMD