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Portfolio Review Ruemmler CMA accounts . , Senior Vice President - Weath Management, Senior Financial Advisor December 15, 2015 Merrill Lynch Bank of America …
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Portfolio Valuation I September 50, 201 1 Titbit' tor Cc)Weill., Ikorrryllrorurrrnt t : I SI ) Portfolio Structure Page 2 Portfolio Performance Page; POrtfOli0 Details Page 4 …
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Portfolio valuation as of 18th December 2012 Reference: Portfolio no.: 60.068190_6 Valuation currency: EUR Your contact: Stefan Buck Place and date: Zurich, 18th December 2012 / 15:43:52 Asset analysis by categories and currencies (net assets, nominal view…
EFTA00283671.pdf PDF
Portfolio Value Report by Account - As of 5/31/2013 As of 5/31/2013 6/30/2013 Page 1 Security …
EFTA00810614.pdf PDF
Portfolio Review Kathryn Ruemmler Danielle Bumess, Senior Vice President - Wealth Management, Senior Financial Advisor February 04, 2019 Merrill Lynch Ba…
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CONSOLIDATED PORTFOLIO PERFORMANCE REPORT MORTIMER B. ZUCKERMAN AND RELATED ENTITIES December 31, 2012 PREPARED AND COMPILED BY: IRA MARK EVAN MOST STEPHEN MONROY …
EFTA00284339.pdf PDF
DETAILED PORTFOLIO PERFORMANCE REPORT MORTIMER B. ZUCKERMAN AND RELATED ENTITIES December 31, 2011 PREPARED AND COMPILED BY: IRA MARK CHRIS SPANGO CARL HENNESSY ADDITIONAL PORTIONS PRE…
EFTA00811310.pdf PDF
kaiser-partner Confidential Client Dominus Holdings Ltd Portfolio 2396216.1001 EUR Account IBAN Vaduz, October 2, 2018 Payment …
EFTA00794318.pdf PDF
kaiser-partner Confidential Client Dominus Holdings Ltd Portfolio 2396216.1001 EUR Account 2396216.2001 Current account EUR IBAN LI16 0880 6023 9621 6200 1 …
EFTA00236227.pdf PDF
Consolidated report prepared for Ghislaine Maxwell UBS Portfolio holdi ngs as of July 15 2014 Summary of Portfolio Holdings Value on Unrealized Unrealized Est. annual Current % of …
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Consolidated report prepared for Ghislaine Maxwell UBS Portfolio holdi ngs as of July 11 2014 Summary of Portfolio Holdings Value on Unrealized Unrealized Est. annual Current % of …
EFTA01038754.pdf PDF
From: "jeffrey E." To: Paul Barrett Subject: Re: Portfolio Changes. Also please confirm sell orders. Date: Sat, 09 Jun 2018 09:30:57 +0000 send me the back up on argentina . i dont understatnd On Fri, Jun…
EFTA01038634.pdf PDF
From: "jeffrey E." To: Paul Barrett Subject: Re: Portfolio Changes. Also please confirm sell orders. Date: Fri, 08 Jun 2018 22:22:53 +0000 Attachments: image00 ljpg; image002.png; image003jpg Inline-Images: image002(1).png; image003(1).jpg…
EFTA01038467.pdf PDF
From: "jeffrey E." To: Paul Barrett Subject: Re: Portfolio Changes. Also please confirm sell orders. Date: Fri, 08 Jun 2018 19:26:49 +0000 Inline-Images: image00 1 jpg; image002.png; image003jpg I'm in the car…
EFTA00842456.pdf PDF
From: "Jeffrey E." ejeevacationreigmail.com> To: Stephen Hanson Subject: Fwd: Proposed Portfolio Date: Mon, 26 Oct 2015 22:07:48 +0000 Attachments: Gaming.zip; Defense.zip; Consumer.zip; Healthcare.zip Forwarded From: Barrett, Paul S Date: Mon, Oct 26, 2015…
EFTA00306397.pdf PDF
75 Wall Street Michael J. Fowler Profile Quantitative portfolio manager with entrepreneurial background coupled with strong foundation in corporate finance and macroeconomic analysis. Experience Senior Portfolio Manager …
EFTA00586632.pdf PDF
BR E R. ALL WAY SUMMARY Professional portfolio manager with 26 years of experience investing and advising small and micro-cap companies. Recognized leading investor of turnarounds, deep value small and micro-cap stocks. Analytical decision maker who has taken…
EFTA00584760.pdf PDF
BRUCE R. GALLOWAY SUMMARY Professional portfolio manager with 26 years of experience investing and advising small and micro-cap companies. Recognized leading investor of turnarounds, deep value small and micro-cap stocks. Analytical decision maker who has taken proactive positions…
EFTA00810510.pdf PDF
VALAR Summer 2017 Update EFTA00810510 VALAR SUMMER 2017 UPDATE Fund 1 Review FUND I PORTFOLIO UPDATE Fund 1 continues to perform well, with a 3.5x net multiple and 34.4% net IRR as of sheet to raise $65M led…
EFTA00603165.pdf PDF
Eye on the Market I March 8.2012 J.P.Morgan Topics: How our portfolio allocations compare to others; A Very Long Year in Provence (France); California vs Greece In the midst of the largest monetary and fiscal policy experiment…