Institutional & Family Asset Management’s Federated Premier Intermediate M FPT Stock Holding History

Institutional & Family Asset Management’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 Q2	–	Sell	-13,899	Closed	-$183K	–	135
2017 Q1	$183K	Buy	13,899 +146	+1%	+$1.88K	0.06%	122
2016 Q4	$174K	Buy	13,753 +164	+1%	+$2.16K	0.05%	122
2016 Q3	$192K	Buy	13,589 +152	+1%	+$2.18K	0.06%	115
2016 Q2	$197K	Buy	13,437 +321	+2%	+$4.56K	0.07%	115
2016 Q1	$177K	Hold	13,116	–	–	0.07%	122
2015 Q4	$177K	Buy	+13,116	New	+$174K	0.07%	121

Other funds holding FPT

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Institutional & Family Asset Management's FPT Position: Q2 2017 in Review

Institutional & Family Asset Management sold out of Federated Premier Intermediate M (FPT) in Q2 2017, closing a stake of 13,899 shares — an estimated $183K sold.

Institutional & Family Asset Management first reported a position in FPT in Q4 2015 and held it in 6 quarters. The position peaked at $197K in Q2 2016. 26 funds tracked by Wall St. Rank hold FPT as of Q2 2017.

Institutional & Family Asset Management reported no remaining Federated Premier Intermediate M position as of Q2 2017 after selling out during the quarter.
Institutional & Family Asset Management sold 13,899 Federated Premier Intermediate M shares in Q2 2017, an estimated $183K.
Institutional & Family Asset Management first reported a position in Federated Premier Intermediate M in Q4 2015 and held it in 6 quarters.
Institutional & Family Asset Management's Federated Premier Intermediate M position peaked at $197K in Q2 2016.
26 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q2 2017.

Based on Institutional & Family Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.