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CSP
AMER STRATEGIC INCM PTFL-III
CSP
CSP
Delisted
CSP was delisted on the 5th of September, 2014.
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 |
26
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
| 27 |
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | +$3.39K | +507 | New |
|
| 28 |
FIMG
28
Financial & Investment Management Group
Traverse City,
Michigan
| – | -$550K | -79,420 | Closed |
|
| 29 |
29
Comerica Bank
Dallas,
Texas
| – | -$83K | -12,000 | Closed |
|
| 30 |
HK
30
Horizon Kinetics
New York
| – | -$75K | -10,786 | Closed |
|
| 31 |
31
Bank of America
Charlotte,
North Carolina
| – | -$9K | -1,330 | Closed |
|
| 32 |
32
Creative Planning
Overland Park,
Kansas
| – | +$7 | +1 | +2% |
|