Kalos Management, Inc. - CREDIT SUISSE NASSAU BRH ownership

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of CREDIT SUISSE NASSAU BRH
ValueSharesWeighting
Q3 2016$806,000
-24.4%
37,259
-25.6%
0.69%
-16.7%
Q2 2016$1,066,000
+45.6%
50,083
+27.1%
0.82%
+35.5%
Q1 2016$732,000
+0.1%
39,391
-7.4%
0.61%
+11.7%
Q4 2015$731,00042,5610.54%
Other shareholders
CREDIT SUISSE NASSAU BRH shareholders Q4 2016
NameSharesValueWeighting ↓
BRIGHTON JONES LLC 1,304,502$36,943,0008.44%
Klingman & Associates, LLC 598,257$16,943,0006.66%
Horan Capital Advisors, LLC. 177,370$9,920,0004.18%
INSPIRION WEALTH ADVISORS, LLC 126,847$3,592,0002.66%
Belmont Global Advisors, Inc. 50,986$1,444,0001.60%
TIEDEMANN TRUST CO 609,706$17,267,0001.44%
Gilman Hill Asset Management, LLC 98,174$2,780,0001.32%
JOHNSON INVESTMENT COUNSEL INC 744,610$21,087,0000.71%
DAVIDSON & GARRARD INC 95,192$2,696,0000.62%
REGIONS FINANCIAL CORP 1,542,849$43,694,0000.58%
View complete list of CREDIT SUISSE NASSAU BRH shareholders