WI
CSP

Western Investment’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

Western Investment’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$218K Buy
+31,448
New +$215K 0.94% 17

Other funds holding CSP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Western Investment's CSP Position: Q3 2013 in Review

Western Investment opened a new position in AMER STRATEGIC INCM PTFL-III (CSP) in Q3 2013: 31,448 shares worth $218K. The stake represents 0.94% of the portfolio and ranks #17 among its holdings.

27 funds tracked by Wall St. Rank hold CSP as of Q3 2013.

  • Western Investment held 31,448 shares of AMER STRATEGIC INCM PTFL-III worth $218K as of Q3 2013.
  • AMER STRATEGIC INCM PTFL-III was a new Western Investment position in Q3 2013.
  • AMER STRATEGIC INCM PTFL-III made up 0.94% of Western Investment's portfolio in Q3 2013, its #17 holding.
  • 27 funds tracked by Wall St. Rank held AMER STRATEGIC INCM PTFL-III as of Q3 2013.

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