-
Signature - Title
-
Jeffery D. Brookshire - President & Chief Compliance Officer
-
Location
-
Santa Barbara, CA
-
Holdings as of
-
June 30, 2017
-
Value $
-
$117M
-
Num holdings
-
76
-
Date filed
-
3/6/2019, 01:09 PM
-
Form type
-
13F-HR
-
Description
-
All US holdings of this investor are reported in this report. Top holdings included NAC, SCHG, AAPL, CHY, and NKX.