Quick Takeaways
- Tactical Allocation Group LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q2 2016.
- Latest reported holdings value: $62,597,000.
13F Filings History of Tactical Allocation Group LLC
- Latest 13F report
- Q2 2016 - 31 Aug 2016
- Value $
- $62,597,000
- Signature - Title
- James F. Peters, Jr. - Chief Executive Officer
- Location
- Birmingham, MI
- Summary
- This page shows a list of all the recent 13F filings made by Tactical Allocation Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tactical Allocation Group LLC reported 21 stock holdings with total value $62,597,000 as of Q2 2016. Top holdings included IWF, VCSH, IEF, DBEF, and SCZ.
Follow Filing Activity
Follow Tactical Allocation Group LLC and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 31 Aug 2016, 15:46.
- Reported value moved from $68,720,000 to $62,597,000.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2016 | 21 | $62,597,000 | +$8,616,667 | -$15,373,609 | -$6,756,942 | IWF, VCSH, IEF, DBEF, SCZ | 13F-HR | 31 Aug 2016, 15:46 |
| Q1 2016 | 22 | $68,720,000 | +$5,280,000 | -$21,716,676 | -$16,436,676 | IWF, VCSH, SCZ, DBEF, STIP | 13F-HR | 28 Apr 2016, 12:07 |
| Q4 2015 | 20 | $85,338,000 | +$6,197 | -$9,233,219 | -$9,227,022 | IWF, DBEF, VCSH, SJNK, SCZ | 13F-HR | 14 Jan 2016, 17:16 |
| Q3 2015 | 21 | $92,518,000 | +$10,530,825 | -$16,255,592 | -$5,724,767 | IWF, VCSH, DBEF, SJNK, SCZ | 13F-HR | 13 Oct 2015, 15:53 |
| Q2 2015 | 20 | $104,134,000 | +$124,680 | -$12,959,120 | -$12,834,440 | IWF, DBEF, LQD, IWD, CWB | 13F-HR | 24 Jul 2015, 15:25 |
| Q1 2015 | 20 | $118,826,000 | +$8,122,536 | -$50,618,768 | -$42,496,232 | IWF, DBEF, LQD, IWD, CWB | Restatement | 24 Jul 2015, 15:21 |
| Q4 2014 | 19 | $157,455,000 | +$30,367,948 | -$55,181,692 | -$24,813,744 | IWD, IWF, LQD, CWB, SJNK | 13F-HR | 03 Feb 2015, 14:40 |
| Q3 2014 | 20 | $184,654,000 | +$53,466,580 | -$90,277,739 | -$36,811,159 | IWD, CWB, LQD, SJNK, IWF | 13F-HR | 29 Oct 2014, 16:50 |
| Q2 2014 | 24 | $230,337,000 | +$35,180,783 | -$43,126,008 | -$7,945,225 | EZU, PFF, SJNK, LQD, IWD | 13F-HR | 12 Aug 2014, 16:04 |
| Q1 2014 | 21 | $233,117,000 | +$56,679,144 | -$103,046,186 | -$46,367,042 | EZU, PFF, LQD, SJNK, IWD | 13F-HR | 14 May 2014, 10:23 |
| Q4 2013 | 21 | $274,775,000 | $0 | $0 | $0 | EFV, EZU, SJNK, RWX, IWD | 13F-HR | 24 Jan 2014, 14:21 |