CW
FTT

Cobiz Wealth’s FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST FTT Stock Holding History

Cobiz Wealth’s Portfolio FTT Stock Details FTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$1K – 397
2013
Q2 		$1K Buy
+100
New +$1.34K ﹤0.01% 408

Other funds holding FTT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Cobiz Wealth's FTT Position: Q3 2013 in Review

Cobiz Wealth sold out of FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST (FTT) in Q3 2013, closing a stake of 100 shares — an estimated $1K sold.

Cobiz Wealth first reported a position in FTT in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 30 funds tracked by Wall St. Rank hold FTT as of Q3 2013.

  • Cobiz Wealth reported no remaining FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 100 FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST shares in Q3 2013, an estimated $1K.
  • Cobiz Wealth first reported a position in FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST position peaked at $1K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held FEDERATED ENHANCED TREAS INCM FD COM BEN INTEREST as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.