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MORGAN STANLEY CAP TR V 5.75%
MORGAN STANLEY CAP TR V 5.75%. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 9 Institutional holders with a total value of $1,850,180.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SHIKIAR ASSET MANAGEMENT INC 30,200 740,000 40.00%
2 AMERIPRISE FINANCIAL INC 15,012 368,000 19.89%
3 ROOSEVELT INVESTMENT GROUP LLC 13,550 331,839 17.94%
4 PARAMETRIC PORTFOLIO ASSOCIATES LLC 11,519 282,000 15.24%
5 TRUST DEPARTMENT MB FINANCIAL BANK N A 2,000 49,000 2.65%
6 Estabrook Capital Management 1,350 33,062 1.79%
7 REILLY FINANCIAL ADVISORS, LLC 1,000 24,000 1.30%
8 Apriem Advisors 500 12,000 0.65%
9 Highlander Capital Management, LLC 419 10,279 0.56%

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.