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MTS

MONTGOMERY STR INCOME SECS
MTS

Delisted

MTS was delisted on the 23rd of December, 2015.

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Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$15.6M +$16.3M +964,865 New
SIA
2
Sit Investment Associates
Minnesota
$14.8M +$15.5M +915,348 New
1CP
3
1607 Capital Partners
Virginia
$8.77M +$9.2M +542,824 New
FIMG
4
Financial & Investment Management Group
Michigan
$6.5M +$6.82M +402,364 New
RCM
5
Rivernorth Capital Management
Florida
$4.79M +$5.03M +296,684 New
HK
6
Horizon Kinetics
New York
$2.4M +$2.52M +148,790 New
LPL Financial
7
LPL Financial
California
$2.21M +$2.32M +137,080 New
KIM
8
Karpus Investment Management
New York
$2.16M +$2.27M +133,881 New
CAN
9
Cetera Advisor Networks
California
$1.75M +$1.85M +109,000 New
GC
10
Guggenheim Capital
Illinois
$1.69M +$1.77M +104,674 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.36M +$1.43M +84,475 New
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$1.29M +$1.35M +79,652 New
DA
13
Doliver Advisors
Texas
$687K +$720K +42,496 New
WJA
14
Williams Jones & Associates
New York
$566K +$593K +35,016 New
SI
15
SII Investments
Wisconsin
$545K +$571K +33,675 New
Morgan Stanley
16
Morgan Stanley
New York
$386K +$405K +23,895 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$299K +$314K +18,525 New
First Trust Advisors
18
First Trust Advisors
Illinois
$276K +$289K +17,076 New
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$251K +$263K +15,530 New
Ameriprise
20
Ameriprise
Minnesota
$226K +$237K +14,012 New
Invesco
21
Invesco
Georgia
$153K +$160K +9,440 New
FHC
22
First Horizon Corporation
Tennessee
$145K +$152K +9,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$132K +$138K +8,161 New
U
24
UBS
Switzerland
$126K +$132K +7,764 New
Bank of America
25
Bank of America
North Carolina
$59K +$62K +3,660 New
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