Number of Shares
173,216.00
Current Holdings Value*
$6.37 Mil
% of Portfolio
8.31%
Total Estimate Gain
$4.99 Mil
% of Total Estimate Gain
55.69%

Peak Capital Management LLC's FIRST TR L CAP VAL Holding Summary

As of 2020-03-31, Peak Capital Management LLC held 173,216.00 shares of FIRST TR L CAP VAL(FTA), totaling $6.37 Mil. This investment constitutes 8.31% of their stock portfolio, and Peak Capital Management LLC now holds 0.99% of the outstanding FIRST TR L CAP VAL(FTA) stock.

The initial trade took place in 2019Q2. And since then Peak Capital Management LLC has made 4 purchases of FTA, at an average price of $51.73, for a total of 173,216.00 shares. Based on historical transaction data and FTA's current price of $80.55, Peak Capital Management LLC's estimated gain on his FTA holdings is $4.99 Mil, reflecting a 55.69% gain to date.

Peak Capital Management LLC FTA ($80.55) Holding Chart

Peak Capital Management LLC FTA ($80.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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