HM Payson & Co’s INVESTORS CAPITAL HOLDINGS LTD DELAWARE ICH Stock Holding History

HM Payson & Co’s Portfolio ICH Stock Details ICH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-41,349	Closed	-$295K	–	296
2014 Q1	$295K	Buy	+41,349	New	+$297K	0.02%	243

Other funds holding ICH

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

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

HM Payson & Co's ICH Position: Q2 2014 in Review

HM Payson & Co sold out of INVESTORS CAPITAL HOLDINGS LTD DELAWARE (ICH) in Q2 2014, closing a stake of 41,349 shares — an estimated $295K sold.

HM Payson & Co first reported a position in ICH in Q1 2014 and held it in 1 quarter. The position peaked at $295K in Q1 2014. 11 funds tracked by Wall St. Rank hold ICH as of Q2 2014.

HM Payson & Co reported no remaining INVESTORS CAPITAL HOLDINGS LTD DELAWARE position as of Q2 2014 after selling out during the quarter.
HM Payson & Co sold 41,349 INVESTORS CAPITAL HOLDINGS LTD DELAWARE shares in Q2 2014, an estimated $295K.
HM Payson & Co first reported a position in INVESTORS CAPITAL HOLDINGS LTD DELAWARE in Q1 2014 and held it in 1 quarter.
HM Payson & Co's INVESTORS CAPITAL HOLDINGS LTD DELAWARE position peaked at $295K in Q1 2014.
11 funds tracked by Wall St. Rank held INVESTORS CAPITAL HOLDINGS LTD DELAWARE as of Q2 2014.

Based on HM Payson & Co's 13F filing for Q2 2014, filed 13 Aug 2014.