Financial & Investment Management Group’s Federated Premier Intermediate M FPT Stock Holding History

Financial & Investment Management Group’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 Q3	–	Sell	-23,075	Closed	-$304K	–	141
2015 Q2	$304K	Sell	23,075 -32,900	-59%	-$417K	0.08%	111
2015 Q1	$727K	Buy	+55,975	New	+$727K	0.18%	88
2014 Q4	–	Hold	0	–	–	–	86
2014 Q3	–	Sell	-44,150	Closed	-$582K	–	123
2014 Q2	$582K	Sell	44,150 -500	-1%	-$6.51K	0.17%	80
2014 Q1	$572K	Buy	44,650 +500	+1%	+$6.33K	0.17%	86
2013 Q4	$538K	Buy	+44,150	New	+$539K	0.17%	84

Other funds holding FPT

KIM

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

RJA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

PMG

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financial & Investment Management Group's FPT Position: Q3 2015 in Review

Financial & Investment Management Group sold out of Federated Premier Intermediate M (FPT) in Q3 2015, closing a stake of 23,075 shares — an estimated $304K sold.

Financial & Investment Management Group first reported a position in FPT in Q4 2013 and held it in 5 quarters. The position peaked at $727K in Q1 2015. 18 funds tracked by Wall St. Rank hold FPT as of Q3 2015.

Financial & Investment Management Group reported no remaining Federated Premier Intermediate M position as of Q3 2015 after selling out during the quarter.
Financial & Investment Management Group sold 23,075 Federated Premier Intermediate M shares in Q3 2015, an estimated $304K.
Financial & Investment Management Group first reported a position in Federated Premier Intermediate M in Q4 2013 and held it in 5 quarters.
Financial & Investment Management Group's Federated Premier Intermediate M position peaked at $727K in Q1 2015.
18 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q3 2015.

Based on Financial & Investment Management Group's 13F filing for Q3 2015, filed 15 Oct 2015.