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Advent Claymore Convertible Sec & Inc shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Advent Claymore Convertible Sec & Inc (AVK) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Advent Claymore Convertible Sec & Inc

Tip: Access up to 7 years of quarterly data

All positions including Advent Claymore Convertible Sec & Inc held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advent Claymore Convertible Sec & Inc by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $32k 2.4k 13.10
2019-09-30 $40k 2.8k 14.52
2019-06-30 $41k 2.8k 14.89
2019-03-31 $41k 2.8k 14.89
2018-12-31 $35k 2.8k 12.71
2018-09-30 $43k 2.8k 15.61
2018-06-30 $2.0k 100 20.00
2016-03-31 $35k 2.7k 13.05
2015-12-31 $77k 5.7k 13.43
2015-09-30 $40k 3.0k 13.33
2015-03-31 $10k 600 16.67
2014-12-31 $44k 2.7k 16.30

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View all positions for Blue Bell Private Wealth Management

Top funds holding Advent Claymore Convertible Sec & Inc

Raymond James Financial
Sit Investment Associates
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Advisors Asset Management
Penserra Capital Management
Morgan Stanley
LPL Financial
Koshinski Asset Management
Wolverine Asset Management
Arete Wealth Advisors
Baird Financial
Fca Corp
Steward Partners Investment Advisory
Rockefeller Capital Management

View all funds holding Advent Claymore Convertible Sec & Inc