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XAA
AMERICAN MUNI INCM PTFL INC
XAA
XAA
Delisted
XAA was delisted on the 3rd of October, 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 |
|
|---|---|---|---|---|---|---|
| 1 |
HK
1
Horizon Kinetics
New York
| $631K | -$86.5K | -6,041 | -12% |
|
| 2 |
SIA
2
Sit Investment Associates
Minneapolis,
Minnesota
| $462K | -$477K | -33,336 | -51% |
|
| 3 |
3
US Bancorp
Minneapolis,
Minnesota
| $143K | – | – | – |
|
| 4 |
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $125K | – | – | – |
|
| 5 |
U
5
UBS
Zurich,
Switzerland
| $94K | -$31.9K | -2,228 | -26% |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $74K | +$19.2K | +1,339 | +36% |
|
| 7 |
EWM
7
Elite Wealth Management
Kirkland,
Washington
| $60K | – | – | – |
|
| 8 |
8
Morgan Stanley
New York
| $47K | -$515 | -36 | -1% |
|
| 9 |
9
Wells Fargo
San Francisco,
California
| $45K | +$7.14K | +499 | +19% |
|
| 10 |
WA
10
WFG Advisors
Dallas,
Texas
| $27K | +$444 | +31 | +2% |
|
| 11 |
11
First Manhattan
New York
| $8K | – | – | – |
|
| 12 |
12
Creative Planning
Overland Park,
Kansas
| $6K | -$3.94K | -275 | -41% |
|
| 13 |
13
LPL Financial
San Diego,
California
| – | -$201K | -14,197 | Closed |
|
| 14 |
14
Barclays
London,
United Kingdom
| – | -$2K | -163 | Closed |
|