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Disclosery

First Allied Asset Management, Inc.: XLP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Allied Asset Management, Inc. on XLP, newest first. How the timeline and the estimate are built.

First Allied Asset Management, Inc. held 0 XLP shares at 2015-06-30 per its 13F-HR filed 2015-08-13.

the latest 13F is the newest step

  1. period ended2015-06-30
    13F 0 shares
    Change vs previous 13F -15,502 shares

    13F-HR 0001456510-15-000005 filed by First Allied Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2015-03-31
    13F 15,502 shares
    Change vs previous 13F +4,622 shares

    0.11% of the 13F portfolio, value $756,000.

    13F-HR 0001456510-15-000003 filed by First Allied Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2014-12-31
    13F 10,880 shares
    Change vs previous 13F +2,648 shares

    0.07% of the 13F portfolio, value $526,000.

    13F-HR 0001456510-15-000001 filed by First Allied Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2014-09-30
    13F 8,232 shares
    Change vs previous 13F +3,402 shares

    0.05% of the 13F portfolio, value $372,000.

    13F-HR 0001456510-14-000007 filed by First Allied Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2014-06-30
    13F 4,830 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $215,000.

    13F-HR 0001456510-14-000006 filed by First Allied Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).