Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 15 | 15 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q4 2016 | 15 |
Janney Montgomery Scott LLC | 9 | 9 | 0.14% | 0.15% | 0.18% | Q2 2013 | Q2 2015 | 9 |
Cadence Bank | 8 | 8 | 0.13% | 0.14% | 0.15% | Q4 2017 | Q3 2019 | 8 |
BANCORPSOUTH INC | 7 | 7 | 0.13% | 0.14% | 0.15% | Q1 2016 | Q3 2017 | 7 |
ENCOMPASS WEALTH ADVISORS, LLC | 6 | 1 | 0.05% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 7 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 6 | 6 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q2 2019 | 6 |
First American Bank | 4 | 1 | 0.01% | 0.59% | 0.75% | Q3 2016 | Q4 2021 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
HEADINVEST, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Coston, McIsaac & Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 2 |
Register Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Hayden Royal, LLC | 1 | 1 | 3.19% | 3.19% | 3.19% | Q4 2020 | Q4 2020 | 1 |
TOWER BRIDGE ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Weaver Consulting Group | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2023 | Q2 2023 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
This page lists all the filers that currently own WASHINGTON MUT INVS FD INC or have owned WASHINGTON MUT INVS FD INC in the past.