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AMERICAN NEW PERSPECTIVE CL F2
AMERICAN NEW PERSPECTIVE CL F2. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 5 Institutional holders with a total value of $9,933,814.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 226,762 8,597,000 86.54%
2 Private Capital Advisors, Inc. 18,847 714,000 7.19%
3 MOTCO 14,064 533,000 5.37%
4 CT Financial Advisors LLC 2,152 81,588 0.82%
5 Estabrook Capital Management 217 8,226 0.08%

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.