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

Institutional Holders (2015Q1)
Portfolio Summary: 10 Institutional holders with a total value of $11,017,289.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 167,733 6,854,000 62.21%
2 BANCORPSOUTH INC 31,726 1,296,000 11.76%
3 FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 19,147 782,000 7.10%
4 FDx Advisors, Inc. 14,200 579,000 5.26%
5 OUTFITTER ADVISORS, LTD. 12,084 494,000 4.48%
6 Arvest Bank Trust Division 8,623 352,000 3.19%
7 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,956 243,000 2.21%
8 WILLIAMS JONES & ASSOCIATES LLC 5,078 207,000 1.88%
9 ZWJ INVESTMENT COUNSEL INC 4,994 204,000 1.85%
10 CT Financial Advisors LLC 154 6,289 0.06%

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.