Janney Montgomery Scott
MER.PRF

Janney Montgomery Scott’s MERRILL PF CP TST V 7.28%TOPRS MER.PRF Stock Holding History

Janney Montgomery Scott’s Portfolio MER.PRF Stock Details MER.PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-14,967
Closed -$387K – 2218
2015
Q1 		$387K Hold
14,967
– – 0.01% 1556
2014
Q4 		$386K Sell
14,967
-208
-1% -$5.37K 0.01% 1499
2014
Q3 		$391K Hold
15,175
– – 0.01% 1464
2014
Q2 		$393K Buy
+15,175
New +$390K 0.01% 1411
2014
Q1 		– Sell
-12,675
Closed -$319K – 2120
2013
Q4 		$319K Sell
12,675
-3,450
-21% -$87.3K 0.01% 1390
2013
Q3 		$404K Buy
+16,125
New +$407K 0.01% 1132

Other funds holding MER.PRF

SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
BCA
Benchmark Capital Advisors New York $100M AUM 0.8% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return