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FEDERATED INVESTORS KAUFMN L/C
FEDERATED INVESTORS KAUFMN L/C. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 2 Institutional holders with a total value of $1,973,537.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 89,060 1,672,537 84.75%
2 APPLETON PARTNERS INC/MA 16,008 301,000 15.25%

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.