PFG
TIPT icon

Piershale Financial Group’s Tiptree Inc TIPT Stock Holding History

Piershale Financial Group’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-513
Closed -$3K – 126
2016
Q3 		$3K Buy
513
+3
+0.6% +$16 ﹤0.01% 129
2016
Q2 		$3K Buy
510
+4
+0.8% +$22 ﹤0.01% 119
2016
Q1 		$3K Hold
506
– – ﹤0.01% 117
2015
Q4 		$3K Buy
506
+2
+0.4% +$13 ﹤0.01% 167
2015
Q3 		$3K Buy
+504
New +$3.16K ﹤0.01% 113

Other funds holding TIPT

TA
Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Piershale Financial Group's TIPT Position: Q4 2016 in Review

Piershale Financial Group sold out of Tiptree Inc (TIPT) in Q4 2016, closing a stake of 513 shares — an estimated $3K sold.

Piershale Financial Group first reported a position in TIPT in Q3 2015 and held it in 5 quarters. The position peaked at $3K in Q3 2016. 51 funds tracked by Wall St. Rank hold TIPT as of Q4 2016.

  • Piershale Financial Group reported no remaining Tiptree Inc position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 513 Tiptree Inc shares in Q4 2016, an estimated $3K.
  • Piershale Financial Group first reported a position in Tiptree Inc in Q3 2015 and held it in 5 quarters.
  • Piershale Financial Group's Tiptree Inc position peaked at $3K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held Tiptree Inc as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.