Phillips Financial Management’s TOWER FINANCIAL CORP TOFC Stock Holding History

Phillips Financial Management’s Portfolio TOFC Stock Details TOFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-23,723	Closed	-$567K	–	67
2014 Q1	$567K	Buy	23,723 +250	+1%	+$5.93K	0.18%	59
2013 Q4	$579K	Sell	23,473 -700	-3%	-$17K	0.19%	55
2013 Q3	$557K	Sell	24,173 -90	-0.4%	-$1.53K	0.2%	55
2013 Q2	$358K	Buy	+24,263	New	+$340K	0.13%	57

Other funds holding TOFC

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Phillips Financial Management's TOFC Position: Q2 2014 in Review

Phillips Financial Management sold out of TOWER FINANCIAL CORP (TOFC) in Q2 2014, closing a stake of 23,723 shares — an estimated $567K sold.

Phillips Financial Management first reported a position in TOFC in Q2 2013 and held it in 4 quarters. The position peaked at $579K in Q4 2013. 1 fund tracked by Wall St. Rank holds TOFC as of Q2 2014.

Phillips Financial Management reported no remaining TOWER FINANCIAL CORP position as of Q2 2014 after selling out during the quarter.
Phillips Financial Management sold 23,723 TOWER FINANCIAL CORP shares in Q2 2014, an estimated $567K.
Phillips Financial Management first reported a position in TOWER FINANCIAL CORP in Q2 2013 and held it in 4 quarters.
Phillips Financial Management's TOWER FINANCIAL CORP position peaked at $579K in Q4 2013.
1 fund tracked by Wall St. Rank held TOWER FINANCIAL CORP as of Q2 2014.

Based on Phillips Financial Management's 13F filing for Q2 2014, filed 21 Jul 2014.