CFA
TVC

CT Financial Advisors’s Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 TVC Stock Holding History

CT Financial Advisors’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
2017
Q1 		$11.4K Buy
+450
New +$11.4K 0.01% 425
2016
Q4 		– Sell
-450
Closed -$11.7K – 659
2016
Q3 		$11.7K Hold
450
– – 0.01% 410
2016
Q2 		$11.5K Hold
450
– – 0.01% 414
2016
Q1 		$11.5K Hold
450
– – 0.01% 432
2015
Q4 		$11.3K Hold
450
– – 0.01% 441
2015
Q3 		$11.1K Hold
450
– – 0.01% 448
2015
Q2 		$10.8K Hold
450
– – 0.01% 466
2015
Q1 		$11.2K Buy
+450
New +$11.1K 0.01% 452
2014
Q1 		$11.2K Buy
+450
New +$10.2K 0.01% 452

Other funds holding TVC

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

CT Financial Advisors's TVC Position: Q1 2017 in Review

CT Financial Advisors opened a new position in Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 (TVC) in Q1 2017: 450 shares worth $11.4K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: CT Financial Advisors previously reported a position in TVC as recently as Q3 2016.

CT Financial Advisors first reported a position in TVC in Q1 2014 and has held it in 9 quarters since. The position peaked at $11.7K in Q3 2016. 4 funds tracked by Wall St. Rank hold TVC as of Q1 2017.

  • CT Financial Advisors held 450 shares of Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 worth $11.4K as of Q1 2017.
  • Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 was a new CT Financial Advisors position in Q1 2017.
  • Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #425 holding.
  • CT Financial Advisors first reported a position in Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 in Q1 2014 and has held it in 9 quarters since.
  • CT Financial Advisors's Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 position peaked at $11.7K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.