Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TRUST CO OF TOLEDO NA /OH/ | 41 | 41 | 1.14% | 2.66% | 4.69% | Q2 2013 | Q2 2023 | 41 |
Janney Montgomery Scott LLC | 8 | 8 | 0.28% | 0.33% | 0.38% | Q3 2013 | Q2 2015 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Coston, McIsaac & Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
This page lists all the filers that currently own Loomis Sayles Strategic Income Y or have owned Loomis Sayles Strategic Income Y in the past.