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Purpose Floating Rate Incom FD
Q1 2019 vs Q1 2020
Comparing institutional holders between quarters
Quarters
Q1 2020
Q1 2019
Q4 2018
Q3 2018
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
Sort by
Q1 2020 shares — high to low
Q1 2020 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2020 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
GeoWealth Management, LLC
NEW
Shares
49,351
Change
+49,351
Value
$2.4K
Filed 2020-05-13
Cobiz Investment Management, LLC
N/A
Shares
—
from 4,056
Change
-4,056
(-100%)
Value
—
Institution
Status
Q1 2020 ↓
Q1 2019
Change
% Change
Q1 2019 Value
Q1 2020 Value
Value Change
Filed
GeoWealth Management, LLC
NEW
49,351
—
+49,351
—
—
$2.4K
—
2020-05-13
Cobiz Investment Management, LLC
N/A
—
4,056
-4,056
-100%
$206
—
—
—
Showing 2 of 2 institutions