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Munivest
Munivest. Institutional holdings reported to the SEC.
Institutional Holders (2014Q3)
Portfolio Summary: 3 Institutional holders with a total value of $531,440.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Lakeshore Capital, LLC 36,535 351,000 66.05%
2 HOLLENCREST CAPITAL MANAGEMENT 17,400 167,000 31.42%
3 First City Capital Management, Inc. 1,400 13,440 2.53%

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.