Q1 2021 13F Detailed Holdings
-
Location
-
Englewood, CO
-
Holdings as of
-
3/31/2021
-
Value ($000)
-
$249,475
-
Num holdings
-
153
-
Date filed
-
5/10/2021
-
Form type
-
13F-HR
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
Num |
Name |
File Number |
1 |
Wakefield Asset Management Corp. |
028-19415 |
2 |
Wakefield Wealth Management, LLLP |
028-19414 |
3 |
Geoffrey Todd Gervasini |
028-19416 |