ProVise Management Group’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 |
-27,741
| Closed | -$377K | – | 335 |
|
|
2017
Q3 | $377K | Sell |
27,741
-69
| -0.2% | -$947 | 0.05% | 235 |
|
|
2017
Q2 | $380K | Hold |
27,810
| – | – | 0.06% | 243 |
|
|
2017
Q1 | $366K | Sell |
27,810
-223
| -0.8% | -$2.87K | 0.06% | 240 |
|
|
2016
Q4 | $355K | Hold |
28,033
| – | – | 0.06% | 246 |
|
|
2016
Q3 | $396K | Buy |
28,033
+400
| +1% | +$5.73K | 0.07% | 229 |
|
|
2016
Q2 | $405K | Buy |
27,633
+150
| +0.5% | +$2.13K | 0.07% | 224 |
|
|
2016
Q1 | $380K | Buy |
27,483
+500
| +2% | +$6.81K | 0.08% | 204 |
|
|
2015
Q4 | $364K | Sell |
26,983
-1,250
| -4% | -$16.6K | 0.08% | 208 |
|
|
2015
Q3 | $371K | Buy |
28,233
+700
| +3% | +$9.16K | 0.09% | 197 |
|
|
2015
Q2 | $363K | Buy |
27,533
+400
| +1% | +$5.07K | 0.08% | 211 |
|
|
2015
Q1 | $353K | Buy |
27,133
+3,000
| +12% | +$39K | 0.07% | 223 |
|
|
2014
Q4 | $308K | Buy |
24,133
+150
| +0.6% | +$1.92K | 0.07% | 235 |
|
|
2014
Q3 | $308K | Buy |
23,983
+250
| +1% | +$3.22K | 0.07% | 248 |
|
|
2014
Q2 | $312K | Buy |
23,733
+4,592
| +24% | +$59.8K | 0.07% | 256 |
|
|
2014
Q1 | $245K | Buy |
19,141
+2,925
| +18% | +$37.1K | 0.06% | 255 |
|
|
2013
Q4 | $197K | Sell |
16,216
-10,984
| -40% | -$134K | 0.05% | 275 |
|
|
2013
Q3 | $341K | Buy |
27,200
+2,000
| +8% | +$24.7K | 0.1% | 221 |
|
|
2013
Q2 | $329K | Buy |
+25,200
| New | +$345K | 0.1% | 221 |
|
ProVise Management Group's FPT Position: Q4 2017 in Review
ProVise Management Group sold out of Federated Premier Intermediate M (FPT) in Q4 2017, closing a stake of 27,741 shares — an estimated $377K sold.
ProVise Management Group first reported a position in FPT in Q2 2013 and held it in 18 quarters. The position peaked at $405K in Q2 2016. 0 funds tracked by Wall St. Rank hold FPT as of Q4 2017.
- ProVise Management Group reported no remaining Federated Premier Intermediate M position as of Q4 2017 after selling out during the quarter.
- ProVise Management Group sold 27,741 Federated Premier Intermediate M shares in Q4 2017, an estimated $377K.
- ProVise Management Group first reported a position in Federated Premier Intermediate M in Q2 2013 and held it in 18 quarters.
- ProVise Management Group's Federated Premier Intermediate M position peaked at $405K in Q2 2016.
- 0 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q4 2017.
Based on ProVise Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.