Transform Wealth’s Tiffany & Co. TIF Stock Holding History

Transform Wealth’s Portfolio TIF Stock Details TIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,400	Closed	-$263K	–	234
2016 Q4	$263K	Hold	3,400	–	–	0.1%	185
2016 Q3	$247K	Hold	3,400	–	–	0.11%	182
2016 Q2	$206K	Buy	+3,400	New	+$226K	0.09%	199

Other funds holding TIF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transform Wealth's TIF Position: Q1 2017 in Review

Transform Wealth sold out of Tiffany & Co. (TIF) in Q1 2017, closing a stake of 3,400 shares — an estimated $263K sold.

Transform Wealth first reported a position in TIF in Q2 2016 and held it in 3 quarters. The position peaked at $263K in Q4 2016. 504 funds tracked by Wall St. Rank hold TIF as of Q1 2017.

Transform Wealth reported no remaining Tiffany & Co. position as of Q1 2017 after selling out during the quarter.
Transform Wealth sold 3,400 Tiffany & Co. shares in Q1 2017, an estimated $263K.
Transform Wealth first reported a position in Tiffany & Co. in Q2 2016 and held it in 3 quarters.
Transform Wealth's Tiffany & Co. position peaked at $263K in Q4 2016.
504 funds tracked by Wall St. Rank held Tiffany & Co. as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.