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Western Investment’s Tiptree Inc TIPT Stock Holding History

Western Investment’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$794K Buy
+105,124
New +$808K 3.42% 6

Other funds holding TIPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
IOOF
Independent Order of Foresters Toronto, Ontario, Canada $102M AUM 16.7% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Western Investment's TIPT Position: Q3 2013 in Review

Western Investment opened a new position in Tiptree Inc (TIPT) in Q3 2013: 105,124 shares worth $794K. The stake represents 3.42% of the portfolio and ranks #6 among its holdings.

9 funds tracked by Wall St. Rank hold TIPT as of Q3 2013.

  • Western Investment held 105,124 shares of Tiptree Inc worth $794K as of Q3 2013.
  • Tiptree Inc was a new Western Investment position in Q3 2013.
  • Tiptree Inc made up 3.42% of Western Investment's portfolio in Q3 2013, its #6 holding.
  • 9 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2013.

Based on Western Investment's 13F filing for Q3 2013, filed 14 Nov 2013.