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USAA TAX EXEMPT INTERMEDIATE TERM FUND
USAA TAX EXEMPT INTERMEDIATE TERM FUND. Institutional holdings reported to the SEC.
Institutional Holders (2014Q4)
Portfolio Summary: 3 Institutional holders with a total value of $5,942,968.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TELEMUS CAPITAL, LLC 265,420 3,612,000 60.78%
2 MOTCO 160,720 2,187,000 36.80%
3 PVG Asset Management 10,578 143,968 2.42% PRN

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.