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CBA
ClearBridge American Energy MLP
CBA
CBA
Delisted
CBA was delisted on the 16th of November, 2018.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $8K | -$51.4K | -3,000 | -86% |
|
| 27 |
27
US Bancorp
Minneapolis,
Minnesota
| $8K | +$8.84K | +516 | New |
|
| 28 |
LTI
28
Laffer Tengler Investments
Nashville,
Tennessee
| $5.7K | – | – | – |
|
| 29 |
TRCT
29
Tower Research Capital (TRC)
New York
| $3K | +$3.42K | +200 | New |
|
| 30 |
FAAS
30
First Allied Advisory Services
San Diego,
California
| – | -$896K | -49,706 | Closed |
|
| 31 |
V
31
Veritable
Wilmington,
Delaware
| – | -$364K | -20,000 | Closed |
|
| 32 |
DADC
32
D.A. Davidson & Co
Great Falls,
Montana
| – | -$127K | -7,000 | Closed |
|
| 33 |
TDC
33
Thompson Davis & Co
Richmond,
Virginia
| – | -$97K | -5,332 | Closed |
|
| 34 |
SFSIG
34
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$6K | -350 | Closed |
|
| 35 |
35
Creative Planning
Overland Park,
Kansas
| – | -$4K | -203 | Closed |
|