BFEC
ASP

Benjamin F. Edwards & Company’s AMERN STRATEGIC INCOME PORTFOL ASP Stock Holding History

Benjamin F. Edwards & Company’s Portfolio ASP Stock Details ASP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-307
Closed -$3K – 1020
2013
Q4 		$3K Buy
+307
New +$2.96K ﹤0.01% 838

Other funds holding ASP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Benjamin F. Edwards & Company's ASP Position: Q1 2014 in Review

Benjamin F. Edwards & Company sold out of AMERN STRATEGIC INCOME PORTFOL (ASP) in Q1 2014, closing a stake of 307 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in ASP in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 24 funds tracked by Wall St. Rank hold ASP as of Q1 2014.

  • Benjamin F. Edwards & Company reported no remaining AMERN STRATEGIC INCOME PORTFOL position as of Q1 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 307 AMERN STRATEGIC INCOME PORTFOL shares in Q1 2014, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in AMERN STRATEGIC INCOME PORTFOL in Q4 2013 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's AMERN STRATEGIC INCOME PORTFOL position peaked at $3K in Q4 2013.
  • 24 funds tracked by Wall St. Rank held AMERN STRATEGIC INCOME PORTFOL as of Q1 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2014, filed 14 Apr 2014.