| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TRADITION CAPITAL MANAGEMENT LLC | 16 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2019 | 22 |
| TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q2 2020 | 5 |
| Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
| MSF Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
This page lists all the filers that currently own AIM Charter Fund Income or have owned AIM Charter Fund Income in the past.