BBPWM
DVM

Blue Bell Private Wealth Management’s COHEN & STEERS DIV MAJORS FUND INC DVM Stock Holding History

Blue Bell Private Wealth Management’s Portfolio DVM Stock Details DVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-11,300
Closed -$174K – 434
2014
Q1 		$174K Sell
11,300
-4,506
-29% -$68.3K 0.12% 93
2013
Q4 		$230K Sell
15,806
-1,900
-11% -$26.8K 0.18% 76
2013
Q3 		$242K Buy
17,706
+3,300
+23% +$46.8K 0.24% 61
2013
Q2 		$206K Buy
+14,406
New +$216K 0.18% 65

Blue Bell Private Wealth Management's DVM Position: Q2 2014 in Review

Blue Bell Private Wealth Management sold out of COHEN & STEERS DIV MAJORS FUND INC (DVM) in Q2 2014, closing a stake of 11,300 shares — an estimated $174K sold.

Blue Bell Private Wealth Management first reported a position in DVM in Q2 2013 and held it in 4 quarters. The position peaked at $242K in Q3 2013. 0 funds tracked by Wall St. Rank hold DVM as of Q2 2014.

  • Blue Bell Private Wealth Management reported no remaining COHEN & STEERS DIV MAJORS FUND INC position as of Q2 2014 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 11,300 COHEN & STEERS DIV MAJORS FUND INC shares in Q2 2014, an estimated $174K.
  • Blue Bell Private Wealth Management first reported a position in COHEN & STEERS DIV MAJORS FUND INC in Q2 2013 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's COHEN & STEERS DIV MAJORS FUND INC position peaked at $242K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held COHEN & STEERS DIV MAJORS FUND INC as of Q2 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2014, filed 29 Jul 2014.