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CSI
Cutwater Select Income Fund
CSI
CSI
Delisted
CSI was delisted on the 28th of December, 2016.
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 |
IA
26
IFP Advisors
Tampa,
Florida
| – | -$29K | -1,408 | Closed |
|
| 27 |
NFG
27
Next Financial Group
Houston,
Texas
| – | -$27K | -1,310 | Closed |
|
| 28 |
CTC
28
Central Trust Company
Jefferson City,
Missouri
| – | -$15K | -734 | Closed |
|
| 29 |
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$13K | -625 | Closed |
|
| 30 |
AG
30
Advisor Group
Phoenix,
Arizona
| – | -$10K | -500 | Closed |
|
| 31 |
BKA
31
Brick & Kyle Associates
Newtown,
Pennsylvania
| – | -$10K | -500 | Closed |
|
| 32 |
RFA
32
Reilly Financial Advisors
La Mesa,
California
| – | -$6K | -305 | Closed |
|
| 33 |
LYV
33
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$5K | -250 | Closed |
|
| 34 |
PCM
34
Penserra Capital Management
Orinda,
California
| – | -$3K | -154 | Closed |
|