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

Institutional Holders (2015Q2)
Portfolio Summary: 5 Institutional holders with a total value of $7,436,120.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 161,833 6,086,524 81.85%
2 Private Capital Advisors, Inc. 18,846 721,000 9.70%
3 MOTCO 14,064 538,000 7.23%
4 CT Financial Advisors LLC 2,152 82,298 1.11%
5 Estabrook Capital Management 217 8,298 0.11%

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.