BBPWM
BSP

Blue Bell Private Wealth Management’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Blue Bell Private Wealth Management’s Portfolio BSP Stock Details BSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,398
Closed -$135K – 449
2014
Q2 		$135K Hold
15,398
– – 0.08% 127
2014
Q1 		$128K Hold
15,398
– – 0.09% 110
2013
Q4 		$119K Buy
+15,398
New +$123K 0.09% 112

Blue Bell Private Wealth Management's BSP Position: Q3 2014 in Review

Blue Bell Private Wealth Management sold out of AMERN STRATEGIC INCM PORTF II (BSP) in Q3 2014, closing a stake of 15,398 shares — an estimated $135K sold.

Blue Bell Private Wealth Management first reported a position in BSP in Q4 2013 and held it in 3 quarters. The position peaked at $135K in Q2 2014. 0 funds tracked by Wall St. Rank hold BSP as of Q3 2014.

  • Blue Bell Private Wealth Management reported no remaining AMERN STRATEGIC INCM PORTF II position as of Q3 2014 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 15,398 AMERN STRATEGIC INCM PORTF II shares in Q3 2014, an estimated $135K.
  • Blue Bell Private Wealth Management first reported a position in AMERN STRATEGIC INCM PORTF II in Q4 2013 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's AMERN STRATEGIC INCM PORTF II position peaked at $135K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q3 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2014, filed 15 Oct 2014.