TAM
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Tocqueville Asset Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Tocqueville Asset Management’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-300
Closed -$14K – 942
2014
Q2 		$14K Buy
+300
New +$13.5K ﹤0.01% 1494

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BC
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BTS
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HighTower Advisors
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CS
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Bank of America
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ACM
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MCC
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CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return