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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 (2014Q4)
Portfolio Summary: 9 Institutional holders with a total value of $1,850,862.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SHIKIAR ASSET MANAGEMENT INC 29,200 732,000 39.55%
2 PARAMETRIC PORTFOLIO ASSOCIATES LLC 13,970 350,000 18.91%
3 ROOSEVELT INVESTMENT GROUP LLC 13,550 340,000 18.37%
4 AMERIPRISE FINANCIAL INC 11,783 296,000 15.99%
5 TRUST DEPARTMENT MB FINANCIAL BANK N A 2,000 50,000 2.70%
6 Estabrook Capital Management 1,350 33,862 1.83%
7 REILLY FINANCIAL ADVISORS, LLC 1,000 25,000 1.35%
8 Apriem Advisors 500 13,000 0.70%
9 Highlander Capital Management, LLC 419 11,000 0.59%

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.