Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2016 | 5 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2016 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
Maryland Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
This page lists all the filers that currently own PIMCO TTL RET D or have owned PIMCO TTL RET D in the past.