JY
MTS

Jeff Yass’s MONTGOMERY STR INCOME SECS MTS Stock Holding History

Jeff Yass’s Portfolio MTS Stock Details MTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-84,475
Closed -$1.36M – 9078
2013
Q2 		$1.36M Buy
+84,475
New +$1.43M ﹤0.01% 4499

Other funds holding MTS

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Jeff Yass's MTS Position: Q3 2013 in Review

Jeff Yass sold out of MONTGOMERY STR INCOME SECS (MTS) in Q3 2013, closing a stake of 84,475 shares — an estimated $1.36M sold.

Jeff Yass first reported a position in MTS in Q2 2013 and held it in 1 quarter. The position peaked at $1.36M in Q2 2013. 32 funds tracked by Wall St. Rank hold MTS as of Q3 2013.

  • Jeff Yass reported no remaining MONTGOMERY STR INCOME SECS position as of Q3 2013 after selling out during the quarter.
  • Jeff Yass sold 84,475 MONTGOMERY STR INCOME SECS shares in Q3 2013, an estimated $1.36M.
  • Jeff Yass first reported a position in MONTGOMERY STR INCOME SECS in Q2 2013 and held it in 1 quarter.
  • Jeff Yass's MONTGOMERY STR INCOME SECS position peaked at $1.36M in Q2 2013.
  • 32 funds tracked by Wall St. Rank held MONTGOMERY STR INCOME SECS as of Q3 2013.

Based on Susquehanna International Group's 13F filing for Q3 2013, filed 13 Nov 2013.