Colony Group’s Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 TVC Stock Holding History

Colony Group’s Portfolio TVC Stock Details TVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-500	Closed	-$13K	–	615
2015 Q4	$13K	Hold	500	–	–	﹤0.01%	595
2015 Q3	$12K	Hold	500	–	–	﹤0.01%	600
2015 Q2	$12K	Hold	500	–	–	﹤0.01%	583
2015 Q1	$12K	Hold	500	–	–	﹤0.01%	552
2014 Q4	$12K	Hold	500	–	–	﹤0.01%	561
2014 Q3	$12K	Hold	500	–	–	﹤0.01%	574
2014 Q2	$12K	Buy	+500	New	+$11.9K	﹤0.01%	490

Other funds holding TVC

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

CT Financial Advisors Chadds Ford, Pennsylvania $162M AUM 9.58% 1-Year Est. Return

High Point Bank & Trust High Point, North Carolina $315M AUM 12.21% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return