Financial & Investment Management Group’s MONTGOMERY STR INCOME SECS MTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
2015
Q1
$697K Sell
2014
Q4
$7.08M Sell
2014
Q3
$7.34M Sell
2014
Q2
$7.58M Sell
2014
Q1
$7.44M Sell
2013
Q4
$7.43M Sell
2013
Q3
$8.16M Buy
2013
Q2
$6.5M Buy