| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
| AMERIPRISE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
| MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
| PALISADE CAPITAL MANAGEMENT, LP | 17 | 17 | 0.01% | 0.12% | 0.27% | Q4 2012 | Q4 2016 | 17 |
| Allianz Asset Management GmbH | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
| CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2017 | 14 |
| BARCLAYS PLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 14 | 14 | 0.06% | 0.35% | 0.77% | Q2 2014 | Q3 2017 | 14 |
| DEUTSCHE BANK AG\ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 13 |
| JPMORGAN CHASE & CO | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 13 |
| Invesco Ltd. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 12 |
| First Pacific Advisors, LP | 12 | 12 | 0.02% | 0.12% | 0.19% | Q1 2015 | Q4 2017 | 12 |
| Calamos Advisors LLC | 12 | 12 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q1 2016 | 12 |
| Apollo Management Holdings, L.P. | 12 | 12 | 0.04% | 0.42% | 0.99% | Q3 2013 | Q2 2016 | 12 |
| PUTNAM INVESTMENTS LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
| SHENKMAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.84% | 2.07% | 2.94% | Q2 2013 | Q4 2015 | 11 |
| OAKTREE CAPITAL MANAGEMENT LP | 9 | 1 | 0.04% | 0.36% | 0.76% | Q4 2012 | Q4 2016 | 11 |
| Castle Creek Arbitrage, LLC | 10 | 10 | 0.24% | 0.50% | 0.99% | Q2 2013 | Q3 2015 | 10 |
| BANK OF AMERICA CORP /DE/ | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 10 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
| ADVENT CAPITAL MANAGEMENT /DE/ | 6 | 3 | 0.09% | 0.35% | 0.67% | Q2 2013 | Q3 2015 | 9 |
| CITIGROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
| MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
| BNP PARIBAS FINANCIAL MARKETS | 6 | 2 | 0.00% | 0.18% | 0.48% | Q2 2013 | Q3 2015 | 8 |
| Lion Point Capital, LP | 8 | 8 | 0.17% | 1.08% | 2.24% | Q4 2015 | Q3 2017 | 8 |
| SSI INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.06% | 0.71% | 0.88% | Q2 2013 | Q4 2014 | 7 |
| Phoenix Investment Adviser LLC | 7 | 7 | 0.69% | 11.18% | 17.85% | Q2 2016 | Q4 2017 | 7 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 4 | 3 | 0.03% | 0.07% | 0.12% | Q1 2014 | Q4 2016 | 7 |
| BlackRock Fund Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
| Eos Management, L.P. | 7 | 7 | 0.39% | 2.12% | 4.91% | Q1 2016 | Q3 2017 | 7 |
| Centerbridge Partners | 7 | 7 | 0.27% | 0.63% | 1.49% | Q1 2016 | Q3 2017 | 7 |
| Wellesley Asset Management | 7 | 7 | 0.17% | 0.29% | 0.48% | Q1 2013 | Q3 2014 | 7 |
| UBS Group AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
| AKANTHOS CAPITAL MANAGEMENT LLC | 5 | 5 | 3.70% | 9.39% | 13.14% | Q3 2014 | Q3 2015 | 5 |
| Calamos Wealth Management LLC | 5 | 5 | 0.02% | 0.39% | 0.58% | Q2 2013 | Q2 2014 | 5 |
| BESSEMER GROUP INC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2014 | 5 |
| PENN DAVIS MCFARLAND INC | 5 | 5 | 0.20% | 0.30% | 0.38% | Q4 2015 | Q4 2016 | 5 |
| Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 5 |
| LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 5 |
| ROYAL BANK OF CANADA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 5 |
| Nicholas Investment Partners, LP | 5 | 5 | 0.11% | 0.56% | 0.84% | Q2 2013 | Q2 2014 | 5 |
| M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
| IRON Financial LLC | 3 | 2 | 0.25% | 0.42% | 0.75% | Q1 2014 | Q4 2015 | 5 |
| EJF Capital LLC | 5 | 5 | 0.62% | 0.83% | 1.06% | Q4 2014 | Q4 2015 | 5 |
| GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 5 |
| Sage Capital Management, LLC | 4 | 4 | 1.18% | 2.00% | 2.82% | Q1 2014 | Q4 2014 | 4 |
| NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q2 2017 | 4 |
| Sound Point Capital Management, LP | 4 | 4 | 0.21% | 0.61% | 1.36% | Q4 2016 | Q3 2017 | 4 |
| SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 3 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
| PEAK6 Group LLC | 2 | 2 | 0.01% | 0.35% | 0.97% | Q3 2013 | Q4 2013 | 3 |
| WADDELL & REED FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
| MACKAY SHIELDS LLC | 3 | 3 | 0.23% | 0.46% | 0.60% | Q2 2013 | Q4 2013 | 3 |
| Benefit Street Partners LLC | 3 | 3 | 0.34% | 0.66% | 1.18% | Q4 2016 | Q2 2017 | 3 |
| MILLER VALUE PARTNERS, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q2 2017 | 3 |
| D. E. Shaw & Co., Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 3 |
| RAYMOND JAMES & ASSOCIATES | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
| Hatteras Alternative Mutual Funds, LLC | 3 | 3 | 0.43% | 0.54% | 0.66% | Q3 2013 | Q1 2014 | 3 |
| UBS OCONNOR LLC | 3 | 3 | 0.02% | 0.12% | 0.22% | Q2 2013 | Q4 2013 | 3 |
| STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
| Panning Capital Management, LP | 1 | 1 | 1.94% | 3.26% | 4.59% | Q4 2014 | Q2 2016 | 2 |
| CSS LLC/IL | 1 | 1 | 0.14% | 0.19% | 0.24% | Q4 2013 | Q2 2014 | 2 |
| MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
| BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| Graham Capital Management, L.P. | 2 | 2 | 0.46% | 0.50% | 0.53% | Q3 2014 | Q4 2014 | 2 |
| Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
| Pine River Capital Management L.P. | 2 | 2 | 0.03% | 0.25% | 0.46% | Q2 2013 | Q3 2013 | 2 |
| Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 2 |
| Stifel Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
| Assured Investment Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2013 | Q3 2013 | 1 |
| FBR & Co. | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2013 | Q3 2013 | 1 |
| COWEN INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
| BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2013 | Q2 2013 | 1 |
| IFC Holdings Incorporated/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
| GoodHaven Capital Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2016 | Q1 2016 | 1 |
| ALYDAR PARTNERS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
| SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
| Fore Research & Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
| Raging Capital Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2016 | Q2 2016 | 1 |
| GRACE BROTHERS MANAGEMENT LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2014 | Q2 2014 | 1 |
| Investors Capital Advisory Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
This page lists all the filers that currently own WALTER INVT MGMT CORP or have owned WALTER INVT MGMT CORP in the past.