WI
BSP

Western Investment’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Western Investment’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
2013
Q3 		$154K Buy
+18,986
New +$152K 0.66% 23

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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Western Investment's BSP Position: Q3 2013 in Review

Western Investment opened a new position in AMERN STRATEGIC INCM PORTF II (BSP) in Q3 2013: 18,986 shares worth $154K. The stake represents 0.66% of the portfolio and ranks #23 among its holdings.

30 funds tracked by Wall St. Rank hold BSP as of Q3 2013.

  • Western Investment held 18,986 shares of AMERN STRATEGIC INCM PORTF II worth $154K as of Q3 2013.
  • AMERN STRATEGIC INCM PORTF II was a new Western Investment position in Q3 2013.
  • AMERN STRATEGIC INCM PORTF II made up 0.66% of Western Investment's portfolio in Q3 2013, its #23 holding.
  • 30 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q3 2013.

Based on Western Investment's 13F filing for Q3 2013, filed 14 Nov 2013.