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ZPR Investment Management’s Tiptree Inc TIPT Stock Holding History

ZPR Investment Management’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
2017
Q4 		– Sell
-23,606
Closed -$148K – 73
2017
Q3 		$148K Buy
23,606
+602
+3% +$3.93K 0.22% 60
2017
Q2 		$162K Buy
+23,004
New +$156K 0.25% 55

Other funds holding TIPT

TA
Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ZPR Investment Management's TIPT Position: Q4 2017 in Review

ZPR Investment Management sold out of Tiptree Inc (TIPT) in Q4 2017, closing a stake of 23,606 shares — an estimated $148K sold.

ZPR Investment Management first reported a position in TIPT in Q2 2017 and held it in 2 quarters. The position peaked at $162K in Q2 2017. 49 funds tracked by Wall St. Rank hold TIPT as of Q4 2017.

  • ZPR Investment Management reported no remaining Tiptree Inc position as of Q4 2017 after selling out during the quarter.
  • ZPR Investment Management sold 23,606 Tiptree Inc shares in Q4 2017, an estimated $148K.
  • ZPR Investment Management first reported a position in Tiptree Inc in Q2 2017 and held it in 2 quarters.
  • ZPR Investment Management's Tiptree Inc position peaked at $162K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held Tiptree Inc as of Q4 2017.

Based on ZPR Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.