| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CENTRAL TRUST Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 13 |
| CapWealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 12 |
| FRONTIER INVESTMENT MGMT CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
| PRIVATE TRUST CO NA | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2013 | Q3 2014 | 7 |
| AUGUSTINE ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2017 | 7 |
| IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
| CPWM, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 5 |
| THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
| Yellowstone Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
| Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
| Day & Ennis, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 2 |
| Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
| Curi RMB Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
| Thomasville National Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
| Aris Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
| Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
This page lists all the filers that currently own CNL LIFESTYLE PROPERTIES INC or have owned CNL LIFESTYLE PROPERTIES INC in the past.