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Permanent Port Inc Perm Portfolio
Permanent Port Inc Perm Portfolio. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 4 Institutional holders with a total value of $3,089,660.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 42,774 1,940,660 62.81%
2 DONALDSON CAPITAL MANAGEMENT, LLC 19,505 885,000 28.64%
3 1834 INVESTMENT ADVISORS CO 5,788 263,000 8.51%
4 GLENMEDE TRUST CO NA 24 1,000 0.03%

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.