LPL Financial
DVM

LPL Financial’s COHEN & STEERS DIV MAJORS FUND INC DVM Stock Holding History

LPL Financial’s Portfolio DVM Stock Details DVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-11,828
Closed -$169K – 2631
2013
Q2 		$169K Buy
+11,828
New +$177K ﹤0.01% 2253

Other funds holding DVM

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

LPL Financial's DVM Position: Q3 2013 in Review

LPL Financial sold out of COHEN & STEERS DIV MAJORS FUND INC (DVM) in Q3 2013, closing a stake of 11,828 shares — an estimated $169K sold.

LPL Financial first reported a position in DVM in Q2 2013 and held it in 1 quarter. The position peaked at $169K in Q2 2013. 30 funds tracked by Wall St. Rank hold DVM as of Q3 2013.

  • LPL Financial reported no remaining COHEN & STEERS DIV MAJORS FUND INC position as of Q3 2013 after selling out during the quarter.
  • LPL Financial sold 11,828 COHEN & STEERS DIV MAJORS FUND INC shares in Q3 2013, an estimated $169K.
  • LPL Financial first reported a position in COHEN & STEERS DIV MAJORS FUND INC in Q2 2013 and held it in 1 quarter.
  • LPL Financial's COHEN & STEERS DIV MAJORS FUND INC position peaked at $169K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held COHEN & STEERS DIV MAJORS FUND INC as of Q3 2013.

Based on LPL Financial's 13F filing for Q3 2013, filed 4 Nov 2013.