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advised by B•••••• INVESTMENT MANAGEMENT INC
Nebraska, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 29, 2019 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIRST NATIONAL BANK OF OMAHA | FIRST NATIONAL BANK OF OMAHA | Omaha | Nebraska | United States | no | n/a |
| $1.3M |
| 5 |
| $1.0M |
| 0.0% |
| yes |
| B•••••• C••• I••••• • T•• E••••• L•• F•••• W••••••• C••• I••••• • T•• E••••• L•• |
| Nov 1, 2018 | $20.2M | 20 | $1.0M | 0.0% | yes | B•••••• C••• I••••• • T•• E••••• L•• F•••• W••••••• C••• I••••• • T•• E••••• L•• |
| Sep 14, 2018 | $20.2M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Sep 14, 2018 | $20.2M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Sep 13, 2018 | $20.2M | 20 | $1.0M | 0.0% | yes | B•••••• C••• I••••• • T•• E••••• L•• F•••• W••••••• C••• I••••• • T•• E••••• L•• |
| Jun 11, 2018 | $20.2M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Mar 30, 2018 | $20.2M | 20 | $1.0M | 0.0% | yes | B•••••• C••• I••••• • T•• E••••• L•• F•••• W••••••• C••• I••••• • T•• E••••• L•• |
| Mar 30, 2018 | $20.2M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Feb 1, 2018 | $22.0M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Jan 19, 2018 | $22.0M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Sep 29, 2017 | $22.0M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Sep 15, 2017 | $22.0M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Sep 15, 2017 | $22.0M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Mar 31, 2017 | $22.0M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Nov 8, 2016 | $21.6M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Mar 28, 2016 | $21.6M | 18 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Mar 27, 2015 | $24.8M | 22 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Mar 26, 2014 | $25.2M | 25 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Mar 27, 2013 | $27.1M | 27 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |
| Mar 29, 2012 | $31.8M | 12 | $1.0M | 0.0% | yes | W••••••• C••• I••••• • T•• E••••• L•• |