IHL
BTF

Investment House LLC’s BOULDER TOTAL RETURN FD INC BTF Stock Holding History

Investment House LLC’s Portfolio BTF Stock Details BTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-30,325
Closed -$259K – 169
2015
Q1 		$259K Buy
30,325
+21,140
+230% +$578K 0.04% 142
2014
Q4 		$255K Buy
9,185
+80
+0.9% +$2.14K 0.04% 144
2014
Q3 		$240K Buy
9,105
+8
+0.1% +$207 0.04% 145
2014
Q2 		$233K Hold
9,097
– – 0.04% 146
2014
Q1 		$221K Buy
+9,097
New +$209K 0.04% 143

Other funds holding BTF

CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Investment House LLC's BTF Position: Q2 2015 in Review

Investment House LLC sold out of BOULDER TOTAL RETURN FD INC (BTF) in Q2 2015, closing a stake of 30,325 shares — an estimated $259K sold.

Investment House LLC first reported a position in BTF in Q1 2014 and held it in 5 quarters. The position peaked at $259K in Q1 2015. 1 fund tracked by Wall St. Rank holds BTF as of Q2 2015.

  • Investment House LLC reported no remaining BOULDER TOTAL RETURN FD INC position as of Q2 2015 after selling out during the quarter.
  • Investment House LLC sold 30,325 BOULDER TOTAL RETURN FD INC shares in Q2 2015, an estimated $259K.
  • Investment House LLC first reported a position in BOULDER TOTAL RETURN FD INC in Q1 2014 and held it in 5 quarters.
  • Investment House LLC's BOULDER TOTAL RETURN FD INC position peaked at $259K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held BOULDER TOTAL RETURN FD INC as of Q2 2015.

Based on Investment House LLC's 13F filing for Q2 2015, filed 4 Aug 2015.