BW
TAI

Boaz Weinstein’s TRANSAMERICA INCOME SHS INC TAI Stock Holding History

Boaz Weinstein’s Portfolio TAI Stock Details TAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-26,361
Closed -$538K – 199
2014
Q3 		$538K Sell
26,361
-4,789
-15% -$99.3K 0.03% 170
2014
Q2 		$660K Hold
31,150
– – 0.03% 171
2014
Q1 		$646K Hold
31,150
– – 0.04% 181
2013
Q4 		$650K Buy
+31,150
New +$641K 0.04% 169

Other funds holding TAI

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Boaz Weinstein's TAI Position: Q4 2014 in Review

Boaz Weinstein sold out of TRANSAMERICA INCOME SHS INC (TAI) in Q4 2014, closing a stake of 26,361 shares — an estimated $538K sold.

Boaz Weinstein first reported a position in TAI in Q4 2013 and held it in 4 quarters. The position peaked at $660K in Q2 2014. 29 funds tracked by Wall St. Rank hold TAI as of Q4 2014.

  • Boaz Weinstein reported no remaining TRANSAMERICA INCOME SHS INC position as of Q4 2014 after selling out during the quarter.
  • Boaz Weinstein sold 26,361 TRANSAMERICA INCOME SHS INC shares in Q4 2014, an estimated $538K.
  • Boaz Weinstein first reported a position in TRANSAMERICA INCOME SHS INC in Q4 2013 and held it in 4 quarters.
  • Boaz Weinstein's TRANSAMERICA INCOME SHS INC position peaked at $660K in Q2 2014.
  • 29 funds tracked by Wall St. Rank held TRANSAMERICA INCOME SHS INC as of Q4 2014.

Based on Saba Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.