-
Signature - Title
-
Sheryl Berkowitz - Client Services Manager
-
Location
-
Santa Barbara, CA
-
Holdings as of
-
December 31, 2014
-
Value $
-
$206M
-
Num holdings
-
160
-
Date filed
-
2/13/2015, 12:35 PM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included SPY, VEGA, AGG, IBM, and RS.
-
Options Holdings
-
Showing stock holdings,
see here
for options holdings