FWM
BTF

Focused Wealth Management’s BOULDER TOTAL RETURN FD INC BTF Stock Holding History

Focused Wealth Management’s Portfolio BTF Stock Details BTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-137
Closed -$4K – 746
2014
Q4 		$4K Hold
137
– – ﹤0.01% 548
2014
Q3 		$4K Hold
137
– – ﹤0.01% 554
2014
Q2 		$4K Buy
+137
New +$3.4K ﹤0.01% 553

Other funds holding BTF

CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Focused Wealth Management's BTF Position: Q1 2015 in Review

Focused Wealth Management sold out of BOULDER TOTAL RETURN FD INC (BTF) in Q1 2015, closing a stake of 137 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in BTF in Q2 2014 and held it in 3 quarters. The position peaked at $4K in Q4 2014. 2 funds tracked by Wall St. Rank hold BTF as of Q1 2015.

  • Focused Wealth Management reported no remaining BOULDER TOTAL RETURN FD INC position as of Q1 2015 after selling out during the quarter.
  • Focused Wealth Management sold 137 BOULDER TOTAL RETURN FD INC shares in Q1 2015, an estimated $4K.
  • Focused Wealth Management first reported a position in BOULDER TOTAL RETURN FD INC in Q2 2014 and held it in 3 quarters.
  • Focused Wealth Management's BOULDER TOTAL RETURN FD INC position peaked at $4K in Q4 2014.
  • 2 funds tracked by Wall St. Rank held BOULDER TOTAL RETURN FD INC as of Q1 2015.

Based on Focused Wealth Management's 13F filing for Q1 2015, filed 7 May 2015.