CFA
GJA

Carroll Financial Associates’s STRATS TR FOR BELLSOUTH 2003-1 STCRD REPCKD AST BKD TR SECS GJA Stock Holding History

Carroll Financial Associates’s Portfolio GJA Stock Details GJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-400
Closed -$9K – 1011
2013
Q4 		$9K Hold
400
– – ﹤0.01% 534
2013
Q3 		$9K Hold
400
– – ﹤0.01% 551
2013
Q2 		$10K Buy
+400
New +$10K ﹤0.01% 419

Carroll Financial Associates's GJA Position: Q1 2014 in Review

Carroll Financial Associates sold out of STRATS TR FOR BELLSOUTH 2003-1 STCRD REPCKD AST BKD TR SECS (GJA) in Q1 2014, closing a stake of 400 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in GJA in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q2 2013. 0 funds tracked by Wall St. Rank hold GJA as of Q1 2014.

  • Carroll Financial Associates reported no remaining STRATS TR FOR BELLSOUTH 2003-1 STCRD REPCKD AST BKD TR SECS position as of Q1 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 400 STRATS TR FOR BELLSOUTH 2003-1 STCRD REPCKD AST BKD TR SECS shares in Q1 2014, an estimated $9K.
  • Carroll Financial Associates first reported a position in STRATS TR FOR BELLSOUTH 2003-1 STCRD REPCKD AST BKD TR SECS in Q2 2013 and held it in 3 quarters.
  • Carroll Financial Associates's STRATS TR FOR BELLSOUTH 2003-1 STCRD REPCKD AST BKD TR SECS position peaked at $10K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held STRATS TR FOR BELLSOUTH 2003-1 STCRD REPCKD AST BKD TR SECS as of Q1 2014.

Based on Carroll Financial Associates's 13F filing for Q1 2014, filed 2 May 2014.