Q4 2014 13F Detailed Holdings
-
Location
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Charlotte, NC
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Holdings as of
-
12/31/2014
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Value
-
$267M
-
Value excl. options
-
$36.9M
-
Num holdings
-
38
-
Date filed
-
2/17/2015
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Form type
-
13F-HR
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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) |
% Excl. Options |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
ST GEORGE PARTNERS, LLC |
028-13407 |
| 2 |
BANWELL IAN |
028-13408 |