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TIFF Advisory Services’s Bread Financial BFH Stock Holding History

TIFF Advisory Services’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,400
Closed -$1.75M – 27
2013
Q3 		$1.75M Hold
10,400
– – 0.77% 26
2013
Q2 		$1.5M Buy
+10,400
New +$1.42M 0.7% 32

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WRF
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIFF Advisory Services's BFH Position: Q4 2013 in Review

TIFF Advisory Services sold out of Bread Financial (BFH) in Q4 2013, closing a stake of 10,400 shares — an estimated $1.75M sold.

TIFF Advisory Services first reported a position in BFH in Q2 2013 and held it in 2 quarters. The position peaked at $1.75M in Q3 2013. 464 funds tracked by Wall St. Rank hold BFH as of Q4 2013.

  • TIFF Advisory Services reported no remaining Bread Financial position as of Q4 2013 after selling out during the quarter.
  • TIFF Advisory Services sold 10,400 Bread Financial shares in Q4 2013, an estimated $1.75M.
  • TIFF Advisory Services first reported a position in Bread Financial in Q2 2013 and held it in 2 quarters.
  • TIFF Advisory Services's Bread Financial position peaked at $1.75M in Q3 2013.
  • 464 funds tracked by Wall St. Rank held Bread Financial as of Q4 2013.

Based on TIFF Advisory Services's 13F filing for Q4 2013, filed 7 Feb 2014.