GI
FPT

Gradient Investments’s Federated Premier Intermediate M FPT Stock Holding History

Gradient Investments’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
2017
Q3 		– Sell
-650
Closed -$9K – 861
2017
Q2 		$9K Buy
+650
New +$8.7K ﹤0.01% 511

Other funds holding FPT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gradient Investments's FPT Position: Q3 2017 in Review

Gradient Investments sold out of Federated Premier Intermediate M (FPT) in Q3 2017, closing a stake of 650 shares — an estimated $9K sold.

Gradient Investments first reported a position in FPT in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 22 funds tracked by Wall St. Rank hold FPT as of Q3 2017.

  • Gradient Investments reported no remaining Federated Premier Intermediate M position as of Q3 2017 after selling out during the quarter.
  • Gradient Investments sold 650 Federated Premier Intermediate M shares in Q3 2017, an estimated $9K.
  • Gradient Investments first reported a position in Federated Premier Intermediate M in Q2 2017 and held it in 1 quarter.
  • Gradient Investments's Federated Premier Intermediate M position peaked at $9K in Q2 2017.
  • 22 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q3 2017.

Based on Gradient Investments's 13F filing for Q3 2017, filed 16 Oct 2017.