JIC
BTF

Joel Isaacson & Co’s BOULDER TOTAL RETURN FD INC BTF Stock Holding History

Joel Isaacson & Co’s Portfolio BTF Stock Details BTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-28
Closed -$1K – 744
2014
Q4 		$1K Buy
+28
New +$748 ﹤0.01% 624

Other funds holding BTF

CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Joel Isaacson & Co's BTF Position: Q1 2015 in Review

Joel Isaacson & Co sold out of BOULDER TOTAL RETURN FD INC (BTF) in Q1 2015, closing a stake of 28 shares — an estimated $1K sold.

Joel Isaacson & Co first reported a position in BTF in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 2 funds tracked by Wall St. Rank hold BTF as of Q1 2015.

  • Joel Isaacson & Co reported no remaining BOULDER TOTAL RETURN FD INC position as of Q1 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 28 BOULDER TOTAL RETURN FD INC shares in Q1 2015, an estimated $1K.
  • Joel Isaacson & Co first reported a position in BOULDER TOTAL RETURN FD INC in Q4 2014 and held it in 1 quarter.
  • Joel Isaacson & Co's BOULDER TOTAL RETURN FD INC position peaked at $1K in Q4 2014.
  • 2 funds tracked by Wall St. Rank held BOULDER TOTAL RETURN FD INC as of Q1 2015.

Based on Joel Isaacson & Co's 13F filing for Q1 2015, filed 14 Apr 2015.