BFEC
BSP

Benjamin F. Edwards & Company’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Benjamin F. Edwards & Company’s Portfolio BSP Stock Details BSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-411
Closed -$3K – 1021
2013
Q4 		$3K Buy
+411
New +$3.29K ﹤0.01% 839

Other funds holding BSP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $157M AUM 24.09% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Benjamin F. Edwards & Company sold out of AMERN STRATEGIC INCM PORTF II (BSP) in Q1 2014, closing a stake of 411 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in BSP in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 30 funds tracked by Wall St. Rank hold BSP as of Q1 2014.

  • Benjamin F. Edwards & Company reported no remaining AMERN STRATEGIC INCM PORTF II position as of Q1 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 411 AMERN STRATEGIC INCM PORTF II shares in Q1 2014, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in AMERN STRATEGIC INCM PORTF II in Q4 2013 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's AMERN STRATEGIC INCM PORTF II position peaked at $3K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q1 2014.

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