FWM
DELL

Focused Wealth Management’s DELL INC DELL Stock Holding History

Focused Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-300
Closed -$4K – 685
2013
Q3 		$4K Buy
+300
New +$4.06K ﹤0.01% 490

Other funds holding DELL

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DSI
Daiwa SB Investments Tokyo, Japan $506M AUM 11% 1-Year Est. Return

Focused Wealth Management's DELL Position: Q4 2013 in Review

Focused Wealth Management sold out of DELL INC (DELL) in Q4 2013, closing a stake of 300 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in DELL in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 4 funds tracked by Wall St. Rank hold DELL as of Q4 2013.

  • Focused Wealth Management reported no remaining DELL INC position as of Q4 2013 after selling out during the quarter.
  • Focused Wealth Management sold 300 DELL INC shares in Q4 2013, an estimated $4K.
  • Focused Wealth Management first reported a position in DELL INC in Q3 2013 and held it in 1 quarter.
  • Focused Wealth Management's DELL INC position peaked at $4K in Q3 2013.
  • 4 funds tracked by Wall St. Rank held DELL INC as of Q4 2013.

Based on Focused Wealth Management's 13F filing for Q4 2013, filed 6 Feb 2014.