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Independent Order of Foresters’s Tiptree Inc TIPT Stock Holding History

Independent Order of Foresters’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-17,550
Closed -$152K – 132
2014
Q2 		$152K Hold
17,550
– – 0.14% 90
2014
Q1 		$130K Hold
17,550
– – 0.12% 91
2013
Q4 		$128K Hold
17,550
– – 0.13% 89
2013
Q3 		$133K Buy
+17,550
New +$135K 0.13% 90

Other funds holding TIPT

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Independent Order of Foresters's TIPT Position: Q3 2014 in Review

Independent Order of Foresters sold out of Tiptree Inc (TIPT) in Q3 2014, closing a stake of 17,550 shares — an estimated $152K sold.

Independent Order of Foresters first reported a position in TIPT in Q3 2013 and held it in 4 quarters. The position peaked at $152K in Q2 2014. 39 funds tracked by Wall St. Rank hold TIPT as of Q3 2014.

  • Independent Order of Foresters reported no remaining Tiptree Inc position as of Q3 2014 after selling out during the quarter.
  • Independent Order of Foresters sold 17,550 Tiptree Inc shares in Q3 2014, an estimated $152K.
  • Independent Order of Foresters first reported a position in Tiptree Inc in Q3 2013 and held it in 4 quarters.
  • Independent Order of Foresters's Tiptree Inc position peaked at $152K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2014.

Based on Independent Order of Foresters's 13F filing for Q3 2014, filed 10 Nov 2014.