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Signature - Title
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Rebecca M. Valdez - Associate Portfolio Manager
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Location
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Santa Barbara, CA
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Holdings as of
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September 30, 2016
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Value $
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$212M
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Num holdings
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194
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Date filed
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10/25/2016, 05:19 PM
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Form type
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13F-HR
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Description
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All US holdings of this investor are reported in this report. Top holdings included SPY, VEGA, RS, IBM, and USMV.
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Options Holdings
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Showing stock holdings,
see here
for options holdings