JIP
BABS

Jaffetilchin Investment Partners’s SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF BABS Stock Holding History

Jaffetilchin Investment Partners’s Portfolio BABS Stock Details BABS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-17,950
Closed -$1.09M – 254
2014
Q2 		$1.09M Buy
17,950
+5
+0% +$295 0.39% 36
2014
Q1 		$1.03M Buy
17,945
+8,494
+90% +$480K 0.4% 45
2013
Q4 		$509K Buy
9,451
+555
+6% +$30.2K 0.25% 85
2013
Q3 		$478K Buy
8,896
+1,772
+25% +$95K 0.28% 80
2013
Q2 		$395K Buy
+7,124
New +$431K 0.27% 101

Other funds holding BABS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

Jaffetilchin Investment Partners's BABS Position: Q3 2014 in Review

Jaffetilchin Investment Partners sold out of SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF (BABS) in Q3 2014, closing a stake of 17,950 shares — an estimated $1.09M sold.

Jaffetilchin Investment Partners first reported a position in BABS in Q2 2013 and held it in 5 quarters. The position peaked at $1.09M in Q2 2014. 22 funds tracked by Wall St. Rank hold BABS as of Q3 2014.

  • Jaffetilchin Investment Partners reported no remaining SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF position as of Q3 2014 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 17,950 SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF shares in Q3 2014, an estimated $1.09M.
  • Jaffetilchin Investment Partners first reported a position in SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF in Q2 2013 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF position peaked at $1.09M in Q2 2014.
  • 22 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF as of Q3 2014.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2014, filed 7 Nov 2014.