| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GLENMEDE TRUST CO NA | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
| DAVIDSON & GARRARD INC | 13 | 13 | 0.16% | 0.20% | 0.24% | Q2 2013 | Q2 2016 | 13 |
| DOHENY ASSET MANAGEMENT /CA | 13 | 13 | 1.59% | 1.78% | 2.08% | Q2 2013 | Q2 2016 | 13 |
| ORRSTOWN FINANCIAL SERVICES INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
| Estabrook Capital Management | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
| AMERIPRISE FINANCIAL INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
| TRUST CO OF VERMONT | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
| REILLY FINANCIAL ADVISORS, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
| M&R CAPITAL MANAGEMENT INC | 10 | 10 | 0.18% | 0.86% | 1.26% | Q4 2013 | Q1 2016 | 10 |
| COBIZ WEALTH, LLC | 9 | 9 | 0.07% | 0.10% | 0.12% | Q2 2014 | Q2 2016 | 9 |
| Edge Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
| PNC FINANCIAL SERVICES GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
| Altavista Wealth Management, Inc. | 3 | 3 | 0.13% | 0.23% | 0.34% | Q4 2015 | Q2 2016 | 3 |
| America First Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
| NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q4 2013 | 3 |
| Karp Capital Management Corp | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2015 | Q3 2015 | 3 |
| Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
| MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
| INVESTORS TRUST INC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2013 | Q4 2013 | 1 |
| King Wealth Management Group | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2014 | Q3 2014 | 1 |
| VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
| Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own MORGAN STANLEY CP TR III or have owned MORGAN STANLEY CP TR III in the past.