Sold Positions
This fund disposed its stakes in Ishares Tr Russell (IWM), Powershares Qqq Trust (QQQ), Triad Guaranty Inc, Kraft Foods Group (KRFT) and American Leisure Hldgs (AMLH). These securities constituted 0.46%, 0.45%, 0.44%, 0.17% and 0.08% of the manager’s portfolio, respectively. We can only speculate about the reasons for this selling but we believe it has to do with either value, momentum or a better place for Welch Group Llc’s capital.
Read more: http://www.octafinance.com/top-10-welch-group-13f-holdings-in-q3-2015/237211/#ixzz3pVSH5bzS
http://www.octafinance.com/top-10-welch-group-13f-holdings-in-q3-2015/237211/
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