TJHA
FPT

Thomas J. Herzfeld Advisors’s Federated Premier Intermediate M FPT Stock Holding History

Thomas J. Herzfeld Advisors’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
Q4 		– Sell
-150
Closed -$2K – 363
2014
Q3 		$2K Hold
150
– – ﹤0.01% 275
2014
Q2 		$2K Hold
150
– – ﹤0.01% 283
2014
Q1 		$2K Buy
+150
New +$1.9K ﹤0.01% 282

Other funds holding FPT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Thomas J. Herzfeld Advisors's FPT Position: Q4 2014 in Review

Thomas J. Herzfeld Advisors sold out of Federated Premier Intermediate M (FPT) in Q4 2014, closing a stake of 150 shares — an estimated $2K sold.

Thomas J. Herzfeld Advisors first reported a position in FPT in Q1 2014 and held it in 3 quarters. The position peaked at $2K in Q3 2014. 22 funds tracked by Wall St. Rank hold FPT as of Q4 2014.

  • Thomas J. Herzfeld Advisors reported no remaining Federated Premier Intermediate M position as of Q4 2014 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 150 Federated Premier Intermediate M shares in Q4 2014, an estimated $2K.
  • Thomas J. Herzfeld Advisors first reported a position in Federated Premier Intermediate M in Q1 2014 and held it in 3 quarters.
  • Thomas J. Herzfeld Advisors's Federated Premier Intermediate M position peaked at $2K in Q3 2014.
  • 22 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q4 2014.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.