Advertisement
Screener

Telemus Investment Management, LLC Current Holdings: USA Funds

Telemus Investment Management, LLC current holdings: USA Funds

Telemus Investment Management, LLC reported $0.04 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 9 positions, in its Form 13F for the quarter ended 2013-06-30; the largest are LYRICAL U.S. VALUE EQUITY FUND, JP MORGAN MID-CAP VALUE FUND S, WASATCH INTL GROWTH FD.

  • LYRICAL U.S. VALUE EQUITY FUND: Country of operation —; Class COM; Shares 1,097,451; Value $12,730,000.
  • JP MORGAN MID-CAP VALUE FUND S: Country of operation —; Class COM; Shares 327,013; Value $10,448,000.
  • WASATCH INTL GROWTH FD: Country of operation United States; Class COM; Shares 403,857; Value $10,343,000.
  • PUTNAM EQUITY SPECTRUM FUND CL: Country of operation —; Class COM; Shares 228,818; Value $7,864,000.

Form 13F-HR as filed (SEC CIK 1388977): quarter ended 2013-06-30, filed 2013-08-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
LYRICAL U.S. VALUE EQUITY FUND
CUSIP 90386H404
COM1,097,451$12,730,0002013-06-302013-08-14
JP MORGAN MID-CAP VALUE FUND S
CUSIP 339183105
COM327,013$10,448,0002013-06-302013-08-14
WASATCH INTL GROWTH FD
CUSIP 936793405
United StatesCOM403,857$10,343,0002013-06-302013-08-14
PUTNAM EQUITY SPECTRUM FUND CL
CUSIP 74676P219
COM228,818$7,864,0002013-06-302013-08-14
CLAYMORE EXCHANGE TRD FD TR GU
CUSIP 18383M506
COM34,759$806,0002013-06-302013-08-14
LAZARD FDS INC STRG INST SHS
CUSIP 52106N491
COM53,093$530,0002013-06-302013-08-14
BLACKROCK BALANCED CAP FD CL I
CUSIP 09251C506
COM9,740$237,0002013-06-302013-08-14
DODGE & COX STK FD COM
CUSIP 256219106
United StatesCOM200$28,0002013-06-302013-08-14
CHINA INFRASTRUCTURE INVT CORP
CUSIP 16944H107
COM10,000$02013-06-302013-08-14

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet