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Roosevelt Investment Group’s Consumer Portfolio Services CPSS Stock Holding History

Roosevelt Investment Group’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,000
Closed -$71K – 264
2013
Q3 		$71K Hold
12,000
– – ﹤0.01% 263
2013
Q2 		$88K Buy
+12,000
New +$103K ﹤0.01% 257

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ACH
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BFA
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Vanguard Group
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NC
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Northern Trust
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Roosevelt Investment Group's CPSS Position: Q4 2013 in Review

Roosevelt Investment Group sold out of Consumer Portfolio Services (CPSS) in Q4 2013, closing a stake of 12,000 shares — an estimated $71K sold.

Roosevelt Investment Group first reported a position in CPSS in Q2 2013 and held it in 2 quarters. The position peaked at $88K in Q2 2013. 62 funds tracked by Wall St. Rank hold CPSS as of Q4 2013.

  • Roosevelt Investment Group reported no remaining Consumer Portfolio Services position as of Q4 2013 after selling out during the quarter.
  • Roosevelt Investment Group sold 12,000 Consumer Portfolio Services shares in Q4 2013, an estimated $71K.
  • Roosevelt Investment Group first reported a position in Consumer Portfolio Services in Q2 2013 and held it in 2 quarters.
  • Roosevelt Investment Group's Consumer Portfolio Services position peaked at $88K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q4 2013.

Based on Roosevelt Investment Group's 13F filing for Q4 2013, filed 6 Feb 2014.