TC
FPT

TFS Capital’s Federated Premier Intermediate M FPT Stock Holding History

TFS Capital’s Portfolio FPT Stock Details FPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-18,252
Closed -$222K – 1885
2013
Q4 		$222K Buy
+18,252
New +$223K 0.01% 1249

Other funds holding FPT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

TFS Capital's FPT Position: Q1 2014 in Review

TFS Capital sold out of Federated Premier Intermediate M (FPT) in Q1 2014, closing a stake of 18,252 shares — an estimated $222K sold.

TFS Capital first reported a position in FPT in Q4 2013 and held it in 1 quarter. The position peaked at $222K in Q4 2013. 23 funds tracked by Wall St. Rank hold FPT as of Q1 2014.

  • TFS Capital reported no remaining Federated Premier Intermediate M position as of Q1 2014 after selling out during the quarter.
  • TFS Capital sold 18,252 Federated Premier Intermediate M shares in Q1 2014, an estimated $222K.
  • TFS Capital first reported a position in Federated Premier Intermediate M in Q4 2013 and held it in 1 quarter.
  • TFS Capital's Federated Premier Intermediate M position peaked at $222K in Q4 2013.
  • 23 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q1 2014.

Based on TFS Capital's 13F filing for Q1 2014, filed 5 May 2014.