Q4 2014 13F Detailed Holdings
-
Location
-
Fort Myers, FL
-
Holdings as of
-
12/31/2014
-
Value ($000)
-
$679,722
-
Num holdings
-
1,943
-
Date filed
-
2/9/2015
-
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 |
Fortigent, LLC |
|
| 2 |
Dalton, Greiner, Hartman, Maher & Co., LLC |
|
| 3 |
Federated Investors, Inc. |
|
| 4 |
Geneva Investment Management of Chicago, LLC |
|
| 5 |
Wedgewood Partners, Inc. |
|
| 6 |
Jacobus Wealth Management Inc |
|