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

Institutional Holders (2014Q3)
Portfolio Summary: 4 Institutional holders with a total value of $2,497,027.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 39,129 1,697,027 67.96%
2 DONALDSON CAPITAL MANAGEMENT, LLC 12,503 542,000 21.71%
3 1834 INVESTMENT ADVISORS CO 5,788 251,000 10.05%
4 GLENMEDE TRUST CO NA 184 7,000 0.28%

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.