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INCOME FD AMER INC
INCOME FD AMER INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 8 Institutional holders with a total value of $3,929,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 First American Bank 70,690 1,528,000 38.89%
2 FDx Advisors, Inc. 37,200 804,000 20.46%
3 ROTHSCHILD INVESTMENT LLC /IL 19,220 416,000 10.59%
4 Fisher Asset Management, LLC 18,449 399,000 10.16%
5 CATAWBA CAPITAL MANAGEMENT /VA 11,927 258,000 6.57%
6 REILLY FINANCIAL ADVISORS, LLC 9,631 208,000 5.29%
7 Buffington Mohr McNeal 7,728 167,000 4.25%
8 TRUST DEPARTMENT MB FINANCIAL BANK N A 6,870 149,000 3.79%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.