AAM
XAA

Advisors Asset Management’s AMERICAN MUNI INCM PTFL INC XAA Stock Holding History

Advisors Asset Management’s Portfolio XAA Stock Details XAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-19,507
Closed -$284K – 1830
2013
Q2 		$284K Buy
+19,507
New +$302K 0.01% 1010

Other funds holding XAA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EWM
Elite Wealth Management Kirkland, Washington $308M AUM 30.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Advisors Asset Management's XAA Position: Q3 2013 in Review

Advisors Asset Management sold out of AMERICAN MUNI INCM PTFL INC (XAA) in Q3 2013, closing a stake of 19,507 shares — an estimated $284K sold.

Advisors Asset Management first reported a position in XAA in Q2 2013 and held it in 1 quarter. The position peaked at $284K in Q2 2013. 15 funds tracked by Wall St. Rank hold XAA as of Q3 2013.

  • Advisors Asset Management reported no remaining AMERICAN MUNI INCM PTFL INC position as of Q3 2013 after selling out during the quarter.
  • Advisors Asset Management sold 19,507 AMERICAN MUNI INCM PTFL INC shares in Q3 2013, an estimated $284K.
  • Advisors Asset Management first reported a position in AMERICAN MUNI INCM PTFL INC in Q2 2013 and held it in 1 quarter.
  • Advisors Asset Management's AMERICAN MUNI INCM PTFL INC position peaked at $284K in Q2 2013.
  • 15 funds tracked by Wall St. Rank held AMERICAN MUNI INCM PTFL INC as of Q3 2013.

Based on Advisors Asset Management's 13F filing for Q3 2013, filed 15 Nov 2013.