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AMERICAN WASHNTN MUTUAL INVESTRS CL A
AMERICAN WASHNTN MUTUAL INVESTRS CL A. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 9 Institutional holders with a total value of $10,676,055.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 167,425 6,856,055 64.22%
2 BANCORPSOUTH INC 31,587 1,293,000 12.11%
3 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 19,937 816,000 7.64%
4 OUTFITTER ADVISORS, LTD. 12,084 495,000 4.64%
5 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,138 415,000 3.89%
6 Arvest Bank Trust Division 6,291 273,000 2.56%
7 ZWJ INVESTMENT COUNSEL INC 5,547 227,000 2.13%
8 WILLIAMS JONES & ASSOCIATES LLC 5,057 207,000 1.94%
9 TRUST DEPARTMENT MB FINANCIAL BANK N A 2,299 94,000 0.88%

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.