JFS Wealth Advisors’s Nortel Invesora 1/20 Ser B Shr NTL Stock Holding History

JFS Wealth Advisors’s Portfolio NTL Stock Details NTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-150	Closed	-$6K	–	567
2017 Q3	$6K	Hold	150	–	–	﹤0.01%	390
2017 Q2	$5K	Hold	150	–	–	﹤0.01%	375
2017 Q1	$4K	Hold	150	–	–	﹤0.01%	402
2016 Q4	$4K	Hold	150	–	–	﹤0.01%	402
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	436
2016 Q2	$4K	Hold	150	–	–	﹤0.01%	449
2016 Q1	$3K	Hold	150	–	–	﹤0.01%	507
2015 Q4	$2K	Hold	150	–	–	﹤0.01%	510
2015 Q3	$2K	Hold	150	–	–	﹤0.01%	447
2015 Q2	$3K	Hold	150	–	–	﹤0.01%	457
2015 Q1	$3K	Hold	150	–	–	﹤0.01%	457
2014 Q4	$3K	Hold	150	–	–	﹤0.01%	473
2014 Q3	$3K	Hold	150	–	–	﹤0.01%	423
2014 Q2	$4K	Buy	+150	New	+$3.16K	﹤0.01%	401

Other funds holding NTL

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JFS Wealth Advisors's NTL Position: Q4 2017 in Review

JFS Wealth Advisors sold out of Nortel Invesora 1/20 Ser B Shr (NTL) in Q4 2017, closing a stake of 150 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in NTL in Q2 2014 and held it in 14 quarters. The position peaked at $6K in Q3 2017. 1 fund tracked by Wall St. Rank holds NTL as of Q4 2017.

JFS Wealth Advisors reported no remaining Nortel Invesora 1/20 Ser B Shr position as of Q4 2017 after selling out during the quarter.
JFS Wealth Advisors sold 150 Nortel Invesora 1/20 Ser B Shr shares in Q4 2017, an estimated $6K.
JFS Wealth Advisors first reported a position in Nortel Invesora 1/20 Ser B Shr in Q2 2014 and held it in 14 quarters.
JFS Wealth Advisors's Nortel Invesora 1/20 Ser B Shr position peaked at $6K in Q3 2017.
1 fund tracked by Wall St. Rank held Nortel Invesora 1/20 Ser B Shr as of Q4 2017.

Based on JFS Wealth Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.