Doliver Advisors’s Federated Premier Intermediate M FPT Stock Holding History

Doliver Advisors’s Portfolio FPT Stock Details FPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-12,425	Closed	-$161K	–	342
2015 Q1	$161K	Sell	12,425 -6,732	-35%	-$87.4K	0.1%	221
2014 Q4	$244K	Sell	19,157 -10,839	-36%	-$138K	0.17%	167
2014 Q3	$385K	Buy	29,996 +16,384	+120%	+$211K	0.26%	150
2014 Q2	$179K	Sell	13,612 -1,651	-11%	-$21.5K	0.16%	209
2014 Q1	$196K	Sell	15,263 -31,458	-67%	-$399K	0.13%	209
2013 Q4	$569K	Buy	46,721 +19,477	+71%	+$238K	0.36%	116
2013 Q3	$341K	Sell	27,244 -14,287	-34%	-$176K	0.21%	196
2013 Q2	$542K	Buy	+41,531	New	+$568K	0.32%	125

Other funds holding FPT

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Doliver Advisors's FPT Position: Q2 2015 in Review

Doliver Advisors sold out of Federated Premier Intermediate M (FPT) in Q2 2015, closing a stake of 12,425 shares — an estimated $161K sold.

Doliver Advisors first reported a position in FPT in Q2 2013 and held it in 8 quarters. The position peaked at $569K in Q4 2013. 19 funds tracked by Wall St. Rank hold FPT as of Q2 2015.

Doliver Advisors reported no remaining Federated Premier Intermediate M position as of Q2 2015 after selling out during the quarter.
Doliver Advisors sold 12,425 Federated Premier Intermediate M shares in Q2 2015, an estimated $161K.
Doliver Advisors first reported a position in Federated Premier Intermediate M in Q2 2013 and held it in 8 quarters.
Doliver Advisors's Federated Premier Intermediate M position peaked at $569K in Q4 2013.
19 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q2 2015.

Based on Doliver Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.