LPL Financial’s Federated Premier Intermediate M FPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,343
| Closed | -$154K | – | 3131 |
|
|
2017
Q3 | $154K | Sell |
11,343
-1,122
| -9% | -$15.4K | ﹤0.01% | 2721 |
|
|
2017
Q2 | $170K | Sell |
12,465
-10,623
| -46% | -$142K | ﹤0.01% | 2628 |
|
|
2017
Q1 | $304K | Hold |
23,088
| – | – | ﹤0.01% | 2186 |
|
|
2016
Q4 | $293K | Sell |
23,088
-1,568
| -6% | -$20.6K | ﹤0.01% | 2197 |
|
|
2016
Q3 | $345K | Sell |
24,656
-2,212
| -8% | -$31.7K | ﹤0.01% | 2016 |
|
|
2016
Q2 | $395K | Sell |
26,868
-26,868
| -50% | -$381K | ﹤0.01% | 1864 |
|
|
2016
Q1 | $745K | Sell |
53,736
-3,602
| -6% | -$49.1K | ﹤0.01% | 1888 |
|
|
2015
Q4 | $779K | Buy |
57,338
+42,878
| +297% | +$568K | ﹤0.01% | 1881 |
|
|
2015
Q3 | $191K | Buy |
14,460
+3,819
| +36% | +$50K | ﹤0.01% | 2531 |
|
|
2015
Q2 | $139K | Buy |
+10,641
| New | +$135K | ﹤0.01% | 2712 |
|
|
2014
Q3 | – | Sell |
-11,199
| Closed | -$148K | – | 2864 |
|
|
2014
Q2 | $148K | Hold |
11,199
| – | – | ﹤0.01% | 2560 |
|
|
2014
Q1 | $144K | Buy |
+11,199
| New | +$142K | ﹤0.01% | 2521 |
|
|
2013
Q4 | – | Sell |
-10,403
| Closed | -$127K | – | 2773 |
|
|
2013
Q3 | $127K | Buy |
+10,403
| New | +$128K | ﹤0.01% | 2420 |
|
LPL Financial's FPT Position: Q4 2017 in Review
LPL Financial sold out of Federated Premier Intermediate M (FPT) in Q4 2017, closing a stake of 11,343 shares — an estimated $154K sold.
LPL Financial first reported a position in FPT in Q3 2013 and held it in 13 quarters. The position peaked at $779K in Q4 2015. 0 funds tracked by Wall St. Rank hold FPT as of Q4 2017.
- LPL Financial reported no remaining Federated Premier Intermediate M position as of Q4 2017 after selling out during the quarter.
- LPL Financial sold 11,343 Federated Premier Intermediate M shares in Q4 2017, an estimated $154K.
- LPL Financial first reported a position in Federated Premier Intermediate M in Q3 2013 and held it in 13 quarters.
- LPL Financial's Federated Premier Intermediate M position peaked at $779K in Q4 2015.
- 0 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q4 2017.
Based on LPL Financial's 13F filing for Q4 2017, filed 14 Feb 2018.