JIP
EGIF

Jaffetilchin Investment Partners’s Eagle Growth and Income Opportunities Fund EGIF Stock Holding History

Jaffetilchin Investment Partners’s Portfolio EGIF Stock Details EGIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-18,613
Closed -$312K – 312
2016
Q3 		$312K Sell
18,613
-3,573
-16% -$61.7K 0.1% 162
2016
Q2 		$392K Buy
22,186
+6,569
+42% +$108K 0.12% 131
2016
Q1 		$255K Buy
+15,617
New +$233K 0.08% 146

Other funds holding EGIF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
DAM
Delta Asset Management Memphis, Tennessee $1.16B AUM 11.51% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return

Jaffetilchin Investment Partners's EGIF Position: Q4 2016 in Review

Jaffetilchin Investment Partners sold out of Eagle Growth and Income Opportunities Fund (EGIF) in Q4 2016, closing a stake of 18,613 shares — an estimated $312K sold.

Jaffetilchin Investment Partners first reported a position in EGIF in Q1 2016 and held it in 3 quarters. The position peaked at $392K in Q2 2016. 12 funds tracked by Wall St. Rank hold EGIF as of Q4 2016.

  • Jaffetilchin Investment Partners reported no remaining Eagle Growth and Income Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 18,613 Eagle Growth and Income Opportunities Fund shares in Q4 2016, an estimated $312K.
  • Jaffetilchin Investment Partners first reported a position in Eagle Growth and Income Opportunities Fund in Q1 2016 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Eagle Growth and Income Opportunities Fund position peaked at $392K in Q2 2016.
  • 12 funds tracked by Wall St. Rank held Eagle Growth and Income Opportunities Fund as of Q4 2016.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2016, filed 14 Feb 2017.