13F Filings History of Tactical Allocation Group LLC
- Latest 13F filing
- Q2 2016 - 31 Aug 2016
- Latest reported 13F value
- $62,597,000
- Largest 13F holdings
-
IWF VCSH IEF DBEF SCZ OEF LQD STIP SJNK RWO IWD PFF
+8 more
IYR HYG AOM IWO XLG CWB RWX TLT - Form 13F summary
-
- Tactical Allocation Group LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Tactical Allocation Group LLC reported 21 equity holdings with a total reported market value of $62,597,000 for Q2 2016. Top reported holdings included IWF, VCSH, IEF, DBEF, and SCZ.
- Manager signature
- James F. Peters, Jr. - Chief Executive Officer
- Manager location
- Birmingham, MI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Tactical Allocation Group LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2016
Latest value
$62,597,000
Quarter delta
-$6,123,000
Accepted
31 Aug 2016, 15:46
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |