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First Opportunity FD Inc

Q3 2014 vs Q4 2014

Comparing institutional holders between quarters

Quarters

Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thomas J. Herzfeld Advisors, Inc.
INCREASED
Shares772,342 from 650,851
Change+121,491 (+19%)
Value$7.4K (+$1.1K)
Filed 2015-02-13
Sentinel Trust Co LBA
UNCHANGED
Shares35,292 from 35,292
Change0 (0%)
Value$337 (-$5)
Filed 2015-02-12
Tocqueville Asset Management L.P.
NEW
Shares12,700
Change+12,700
Value$121
Filed 2015-01-30
Blue Bell Private Wealth Management, LLC
NEW
Shares1
Change+1
Value$0
Filed 2015-01-22
Status
Thomas J. Herzfeld Advisors, Inc.
INCREASED772,342650,851+121,491+19%$6.3K$7.4K+$1.1K2015-02-13
Sentinel Trust Co LBA
UNCHANGED35,29235,29200%$342$337-$52015-02-12
Tocqueville Asset Management L.P.
NEW12,700—+12,700——$121—2015-01-30
Blue Bell Private Wealth Management, LLC
NEW1—+1——$0—2015-01-22
Showing 4 of 4 institutions