TRCT
XAA

Tower Research Capital (TRC)’s AMERICAN MUNI INCM PTFL INC XAA Stock Holding History

Tower Research Capital (TRC)’s Portfolio XAA Stock Details XAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-440
Closed -$6K – 5442
2013
Q4 		$6K Buy
440
+340
+340% +$4.56K ﹤0.01% 3473
2013
Q3 		$1K Sell
100
-153
-60% -$2.1K ﹤0.01% 4454
2013
Q2 		$4K Buy
+253
New +$3.92K ﹤0.01% 3206

Other funds holding XAA

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Elite Wealth Management Kirkland, Washington $308M AUM 30.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tower Research Capital (TRC)'s XAA Position: Q1 2014 in Review

Tower Research Capital (TRC) sold out of AMERICAN MUNI INCM PTFL INC (XAA) in Q1 2014, closing a stake of 440 shares — an estimated $6K sold.

Tower Research Capital (TRC) first reported a position in XAA in Q2 2013 and held it in 3 quarters. The position peaked at $6K in Q4 2013. 14 funds tracked by Wall St. Rank hold XAA as of Q1 2014.

  • Tower Research Capital (TRC) reported no remaining AMERICAN MUNI INCM PTFL INC position as of Q1 2014 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 440 AMERICAN MUNI INCM PTFL INC shares in Q1 2014, an estimated $6K.
  • Tower Research Capital (TRC) first reported a position in AMERICAN MUNI INCM PTFL INC in Q2 2013 and held it in 3 quarters.
  • Tower Research Capital (TRC)'s AMERICAN MUNI INCM PTFL INC position peaked at $6K in Q4 2013.
  • 14 funds tracked by Wall St. Rank held AMERICAN MUNI INCM PTFL INC as of Q1 2014.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2014, filed 2 May 2014.