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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
| $606K | -$33.9K | -2,355 | -5% |
|
| 2 |
2
Morgan Stanley
New York
| $404K | +$348K | +24,169 | +755% |
|
| 3 |
3
US Bancorp
Minneapolis,
Minnesota
| $144K | – | – | – |
|
| 4 |
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $127K | – | – | – |
|
| 5 |
U
5
UBS
Zurich,
Switzerland
| $96K | +$389 | +27 | +0.4% |
|
| 6 |
6
Bank of America
Charlotte,
North Carolina
| $66K | -$9.02K | -626 | -12% |
|
| 7 |
EWM
7
Elite Wealth Management
Kirkland,
Washington
| $60K | – | – | – |
|
| 8 |
SIA
8
Sit Investment Associates
Minneapolis,
Minnesota
| $30K | -$429K | -29,764 | -94% |
|
| 9 |
WA
9
WFG Advisors
Dallas,
Texas
| $28K | +$447 | +31 | +2% |
|
| 10 |
VCM
10
Vigilant Capital Management
Portland,
Maine
| $26K | +$25K | +1,734 | New |
|
| 11 |
11
Wells Fargo
San Francisco,
California
| $24K | -$20.9K | -1,449 | -47% |
|
| 12 |
12
First Manhattan
New York
| $8K | – | – | – |
|
| 13 |
13
Creative Planning
Overland Park,
Kansas
| $6K | – | – | – |
|