Dark
Light
System
Security
AEGON N V PFD 6.375 PERP/CALL
AEGON N V PFD 6.375 PERP/CALL. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 9 Institutional holders with a total value of $2,524,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Vision Capital Management, Inc. 24,245 607,000 24.05%
2 Maryland Capital Management 16,845 422,000 16.72%
3 Altavista Wealth Management, Inc. 14,231 356,000 14.10%
4 AMERIPRISE FINANCIAL INC 13,782 345,000 13.67%
5 PARAMETRIC PORTFOLIO ASSOCIATES LLC 13,517 339,000 13.43%
6 SPIRIT OF AMERICA MANAGEMENT CORP/NY 10,000 250,000 9.90%
7 GLENMEDE TRUST CO NA 4,000 100,000 3.96%
8 BELL ROCK CAPITAL LLC 3,145 79,000 3.13%
9 PNC FINANCIAL SERVICES GROUP, INC. 1,035 26,000 1.03%

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.