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Source Capital shares owned by Telemus Investment Management

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Telemus Investment Management from 13F filings

Historical chart of Telemus Investment Management investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Telemus Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Telemus Investment Management

Quarter filed Position value Share count Share price at filing
2013-06-30 $216k 3.5k 61.71
2011-06-30 $203k 3.5k 58.00
2011-03-31 $203k 3.5k 58.00

More positions owned by Telemus Investment Management

iShares Russell 1000 Index (IWB)
T Rowe Price Diversified Small mf (PRDSX)
Lyrical U.s. Value Equity Fund mf (LYRIX)
Templetn Frontr Mkts M utual fund
Jpmorgan Mid Cap Value-select mutual (JMVSX)
Wasatch Intl Growth Fd mf (WAIGX)
Brandes International Small Ca mf (BISMX)
Putnam Eqty Spectrum M utual fund
WisdomTree Japan Total Dividend (DXJ)
iShares Russell 1000 Value Index (IWD)
Spdr S&p 500 Etf (SPY)
iShares Russell 1000 Growth Index (IWF)
Walt Disney Company (DIS)
Directv
Apple (AAPL)

View all positions for Telemus Investment Management

Top funds holding Source Capital

D.A. Davidson & Co.
Morgan Stanley
Hara Capital
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
First Trust Advisors
Chemistry Wealth Management
Shaker Financial Services
Raymond James & Associates
Bank of America Corporation
Anchor Investment Management
Us Bancorp
International Assets Investment Management
Envestnet Asset Management
Invesco

View all funds holding Source Capital