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LCM
Advent/Claymore Enhanced Gth & F
Delisted
LCM was delisted on the 24th of August, 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 |
U
26
UBS
Zurich,
Switzerland
| $27K | -$26.1K | -2,636 | -49% |
|
| 27 |
RIA
27
Regal Investment Advisors
Kentwood,
Michigan
| $3K | – | – | – |
|
| 28 |
WA
28
WFG Advisors
Dallas,
Texas
| $2K | – | – | – |
|
| 29 |
RJFSA
29
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$241K | -24,615 | Closed |
|
| 30 |
RJT
30
Raymond James Trust
St. Petersburg,
Florida
| – | -$105K | -10,741 | Closed |
|
| 31 |
HCC
31
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | +$238 | +24 | New |
|