JWA
TCO

JFS Wealth Advisors’s Taubman Centers Inc. TCO Stock Holding History

JFS Wealth Advisors’s Portfolio TCO Stock Details TCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-885
Closed -$22K – 546
2014
Q3 		$22K Hold
885
– – ﹤0.01% 255
2014
Q2 		$22K Buy
+885
New +$65.1K ﹤0.01% 254

Other funds holding TCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFS Wealth Advisors's TCO Position: Q4 2014 in Review

JFS Wealth Advisors sold out of Taubman Centers Inc. (TCO) in Q4 2014, closing a stake of 885 shares — an estimated $22K sold.

JFS Wealth Advisors first reported a position in TCO in Q2 2014 and held it in 2 quarters. The position peaked at $22K in Q3 2014. 259 funds tracked by Wall St. Rank hold TCO as of Q4 2014.

  • JFS Wealth Advisors reported no remaining Taubman Centers Inc. position as of Q4 2014 after selling out during the quarter.
  • JFS Wealth Advisors sold 885 Taubman Centers Inc. shares in Q4 2014, an estimated $22K.
  • JFS Wealth Advisors first reported a position in Taubman Centers Inc. in Q2 2014 and held it in 2 quarters.
  • JFS Wealth Advisors's Taubman Centers Inc. position peaked at $22K in Q3 2014.
  • 259 funds tracked by Wall St. Rank held Taubman Centers Inc. as of Q4 2014.

Based on JFS Wealth Advisors's 13F filing for Q4 2014, filed 23 Jan 2015.