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FEDERATED KAUFMAN LARGE CAP FU
FEDERATED KAUFMAN LARGE CAP FU. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 3 Institutional holders with a total value of $12,210,248.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 657,497 12,124,248 99.30%
2 Iowa State Bank 2,554 47,000 0.38%
3 QCI ASSET MANAGEMENT INC/NY 2,131 39,000 0.32%

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.