TD AMERITRADE INVESTMENT MANAGEMENT, LLC

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TD Ameritrade Investment Management is based out of Omaha. TD Ameritrade Investment Management is a large advisory firm with 161336 clients and discretionary assets under management (AUM) of $19,692,435,738 (Form ADV from 2018-08-01). Their last reported 13F filing for Q3 2019 included $12,501,523,000 in managed 13F securities and a top 10 holdings concentration of 61.4%. TD Ameritrade Investment Management's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 18,554,675. TD Ameritrade Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 32 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $12.502 Billion
  • Prior Market Value $12.3 Billion
  • New Purchases92 stocks
  • Additional Purchases358 stocks
  • Sold out of96 stocks
  • Reduced holdings in188 stocks
  • Top 10 Holdings % 61.40 %
  • Turnover % [1]:28.79%
  • Turnover Alt % [2]: 4.21 %
  • Time Held Top20:12.55 quarters
  • Time Held Top10:12.30 quarters
  • Time Held All:6.28 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.81%
Performance Last 4 Quarters: 6.02%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Sawtooth Solutions, LLC

View Last Form Adv Compilation Report on Record

TD AMERITRADE INVESTMENT MANAGEMENT, LLC
200 SOUTH 108TH AVENUE
OMAHA NE    68154
Country: United States

Business Phone: 800-237-8692
Fax: 402-970-3440
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 23
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 0
Total Number of Clients: 161336
Amount of client funds and securities by related persons: 20,733,600,000
Total Number of clients from related persons: 159343
Disclosures: 11.E (2)
Data above was derived from SEC filings.

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TD AMERITRADE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2019-08-30
Name Title Start Date Direct/Indirect % Ownership
FINANCIAL PASSPORT, INC. MEMBER, AMERIVEST INVESTMENT MANAGEMENT, LLC 03/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC MEMBER, AMERIVEST INVESTMENT MANAGEMENT, LLC direct 2000-03-01
PFN INVESTMENT MANAGEMENT LLC MEMBER, PFN INVESTMENT MANAGEMENT, LLC direct 2000-03-01 2003-02-24
OTT, GILBERT, RUSSELL SECRETARY 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
THINKORSWIM ADVISORS, INC. SECRETARY direct 2009-06-01
AMERIVEST INVESTMENT MANAGEMENT, LLC SECRETARY direct 2005-11-01
RED OPTION ADVISORS, INC. SECRETARY direct 2010-03-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. SECRETARY direct 2017-09-01
BELL, JOHN PRESIDENT 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC V. PRESIDENT & COO direct 2005-11-01
AMERIVEST INVESTMENT MANAGEMENT, LLC PRESIDENT & COO direct 2009-07-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2017-09-01
KRAGER, GERALD, PAUL CHIEF COMPLIANCE OFFICER 06/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-06-01
RED OPTION ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2010-03-01
BOYLE, STEPHEN, JOHN BOARD OF MANAGERS MEMBER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. CHIEF FINANCIAL OFFICER/FINOP/DIRECTOR direct 2015-10-01
TD AMERITRADE INVESTMENT MANAGEMENT, LLC BOARD OF MANAGERS MEMBER direct 2015-10-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2017-09-01
YATES, WILLIAM, THOMAS TREASURER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. TREASURER direct 2010-01-01
TD AMERITRADE, INC. TREASURER direct 2016-10-01
TD AMERITRADE INVESTMENT MANAGEMENT, LLC TREASURER direct 2016-10-01
RED OPTION ADVISORS, INC. TREASURER direct 2010-03-01
TRADEWISE ADVISORS, INC. TREASURER direct 2016-10-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. TREASURER direct 2017-09-01
DESILVA, PETER, JAMES BOARD OF MANAGERS MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
UMB FINANCIAL SERVICES, INC. DIRECTOR direct 2004-08-01
FIDELITY BROKERAGE SERVICES LLC EXECUTIVE VICE PRESIDENT direct 2002-10-01
TD AMERITRADE INVESTMENT MANAGEMENT, LLC BOARD OF MANAGERS MEMBER direct 2017-09-01
SCOUT INVESTMENTS, INC. DIRECTOR direct 2009-07-01
PRAIRIE CAPITAL MANAGEMENT, LLC DIRECTOR, ELECTED MANAGER direct 2010-05-01
UMB ADVISORS, LLC DIRECTOR direct 2010-05-01
UMB ADVISORS, LLC ELECTED MANAGER direct 2010-05-01
TRADEWISE ADVISORS, INC. BOARD OF MANAGERS MEMBER direct 2017-09-01
TRADEWISE ADVISORS, INC. DIRECTOR direct 2017-09-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. DIRECTOR direct 2016-02-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. DIRECTOR AND PRESIDENT direct 2016-06-01
DENERSTEIN, KEITH VICE PRESIDENT 07/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
TD AMERITRADE INVESTMENT MANAGEMENT, LLC VICE PRESIDENT direct 2019-07-01
TDAMERITRADE HOLDING CORPORATION SHAREHOLDER TDAMERITRADE ONLINE HOLDINGS CORP. 09/01/2002 Indirect 75% or more
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. PARENT CORPORATION indirect 2006-01-01
TD WATERHOUSE INVESTOR SERVICES, INC. PARENT CORPORATION indirect 2006-01-01
THINKORSWIM ADVISORS, INC. INDIRECT OWNER indirect 2009-06-01
AMERIVEST INVESTMENT MANAGEMENT, LLC SHAREHOLDER indirect 2002-09-01
PFN INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2002-09-01
RED OPTION ADVISORS, INC. SHAREHOLDER indirect 2010-03-01
RED OPTION ADVISORS, INC. SHAREHOLDER indirect 2010-03-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. OWNER direct 2017-09-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. PARENT CORPORATION indirect 2017-09-01
TDAMERITRADE ONLINE HOLDINGS CORP. SHAREHOLDER FINANCIAL PASSPORT, INC. 09/01/2002 Indirect 75% or more
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC SHAREHOLDER indirect 2002-09-01
TRADEWISE ADVISORS, INC. SHAREHOLDER direct 2014-03-01
PFN INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2000-07-01 2001-03-28
PFN INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2000-07-01 2003-02-24

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2018-12-20
Name Title Start Date Direct/Indirect % Ownership
FINANCIAL PASSPORT, INC. MEMBER, AMERIVEST INVESTMENT MANAGEMENT, LLC 03/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC MEMBER, AMERIVEST INVESTMENT MANAGEMENT, LLC direct 2000-03-01
PFN INVESTMENT MANAGEMENT LLC MEMBER, PFN INVESTMENT MANAGEMENT, LLC direct 2000-03-01 2003-02-24
OTT, GILBERT, RUSSELL SECRETARY 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
THINKORSWIM ADVISORS, INC. SECRETARY direct 2009-06-01
AMERIVEST INVESTMENT MANAGEMENT, LLC SECRETARY direct 2005-11-01
RED OPTION ADVISORS, INC. SECRETARY direct 2010-03-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. SECRETARY direct 2017-09-01
BELL, JOHN PRESIDENT 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC V. PRESIDENT & COO direct 2005-11-01
AMERIVEST INVESTMENT MANAGEMENT, LLC PRESIDENT & COO direct 2009-07-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2017-09-01
KRAGER, GERALD, PAUL CHIEF COMPLIANCE OFFICER 06/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-06-01
RED OPTION ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2010-03-01
BOYLE, STEPHEN, JOHN BOARD OF MANAGERS MEMBER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. CHIEF FINANCIAL OFFICER/FINOP/DIRECTOR direct 2015-10-01
TD AMERITRADE INVESTMENT MANAGEMENT, LLC BOARD OF MANAGERS MEMBER direct 2015-10-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2017-09-01
YATES, WILLIAM, THOMAS TREASURER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. TREASURER direct 2010-01-01
TD AMERITRADE, INC. TREASURER direct 2016-10-01
TD AMERITRADE INVESTMENT MANAGEMENT, LLC TREASURER direct 2016-10-01
RED OPTION ADVISORS, INC. TREASURER direct 2010-03-01
TRADEWISE ADVISORS, INC. TREASURER direct 2016-10-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. TREASURER direct 2017-09-01
DESILVA, PETER, JAMES BOARD OF MANAGERS MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
UMB FINANCIAL SERVICES, INC. DIRECTOR direct 2004-08-01
FIDELITY BROKERAGE SERVICES LLC EXECUTIVE VICE PRESIDENT direct 2002-10-01
TD AMERITRADE INVESTMENT MANAGEMENT, LLC BOARD OF MANAGERS MEMBER direct 2017-09-01
SCOUT INVESTMENTS, INC. DIRECTOR direct 2009-07-01
PRAIRIE CAPITAL MANAGEMENT, LLC DIRECTOR, ELECTED MANAGER direct 2010-05-01
UMB ADVISORS, LLC DIRECTOR direct 2010-05-01
UMB ADVISORS, LLC ELECTED MANAGER direct 2010-05-01
TRADEWISE ADVISORS, INC. BOARD OF MANAGERS MEMBER direct 2017-09-01
TRADEWISE ADVISORS, INC. DIRECTOR direct 2017-09-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. DIRECTOR direct 2016-02-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. DIRECTOR AND PRESIDENT direct 2016-06-01
TDAMERITRADE HOLDING CORPORATION SHAREHOLDER TDAMERITRADE ONLINE HOLDINGS CORP. 09/01/2002 Indirect 75% or more
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. PARENT CORPORATION indirect 2006-01-01
TD WATERHOUSE INVESTOR SERVICES, INC. PARENT CORPORATION indirect 2006-01-01
THINKORSWIM ADVISORS, INC. INDIRECT OWNER indirect 2009-06-01
AMERIVEST INVESTMENT MANAGEMENT, LLC SHAREHOLDER indirect 2002-09-01
PFN INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2002-09-01
RED OPTION ADVISORS, INC. SHAREHOLDER indirect 2010-03-01
RED OPTION ADVISORS, INC. SHAREHOLDER indirect 2010-03-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. OWNER direct 2017-09-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. PARENT CORPORATION indirect 2017-09-01
TDAMERITRADE ONLINE HOLDINGS CORP. SHAREHOLDER FINANCIAL PASSPORT, INC. 09/01/2002 Indirect 75% or more
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC SHAREHOLDER indirect 2002-09-01
TRADEWISE ADVISORS, INC. SHAREHOLDER direct 2014-03-01
PFN INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2000-07-01 2001-03-28
PFN INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2000-07-01 2003-02-24

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

ownership team - last updated 2018-06-21
Name Title Start Date Direct/Indirect % Ownership
FINANCIAL PASSPORT, INC. MEMBER, AMERIVEST INVESTMENT MANAGEMENT, LLC 03/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC MEMBER, AMERIVEST INVESTMENT MANAGEMENT, LLC direct 2000-03-01
PFN INVESTMENT MANAGEMENT LLC MEMBER, PFN INVESTMENT MANAGEMENT, LLC direct 2000-03-01 2003-02-24
OTT, GILBERT, RUSSELL SECRETARY 11/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
THINKORSWIM ADVISORS, INC. SECRETARY direct 2009-06-01
AMERIVEST INVESTMENT MANAGEMENT, LLC SECRETARY direct 2005-11-01
RED OPTION ADVISORS, INC. SECRETARY direct 2010-03-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. SECRETARY direct 2017-09-01
BELL, JOHN, FRANCIS PRESIDENT & COO 07/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC V. PRESIDENT & COO direct 2005-11-01
AMERIVEST INVESTMENT MANAGEMENT, LLC PRESIDENT & COO direct 2009-07-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2017-09-01
KRAGER, GERALD, PAUL CHIEF COMPLIANCE OFFICER 06/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2007-06-01
RED OPTION ADVISORS, INC. CHIEF COMPLIANCE OFFICER direct 2010-03-01
BOYLE, STEPHEN, JOHN BOARD OF MANAGERS MEMBER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. CHIEF FINANCIAL OFFICER/FINOP/DIRECTOR direct 2015-10-01
TD AMERITRADE INVESTMENT MANAGEMENT, LLC BOARD OF MANAGERS MEMBER direct 2015-10-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2017-09-01
YATES, WILLIAM, THOMAS TREASURER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. TREASURER direct 2010-01-01
TD AMERITRADE, INC. TREASURER direct 2016-10-01
TD AMERITRADE INVESTMENT MANAGEMENT, LLC TREASURER direct 2016-10-01
RED OPTION ADVISORS, INC. TREASURER direct 2010-03-01
TRADEWISE ADVISORS, INC. TREASURER direct 2016-10-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. TREASURER direct 2017-09-01
DESILVA, PETER, JAMES BOARD OF MANAGERS MEMBER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
UMB FINANCIAL SERVICES, INC. DIRECTOR direct 2004-08-01
FIDELITY BROKERAGE SERVICES LLC EXECUTIVE VICE PRESIDENT direct 2002-10-01
TD AMERITRADE INVESTMENT MANAGEMENT, LLC BOARD OF MANAGERS MEMBER direct 2017-09-01
SCOUT INVESTMENTS, INC. DIRECTOR direct 2009-07-01
PRAIRIE CAPITAL MANAGEMENT, LLC DIRECTOR, ELECTED MANAGER direct 2010-05-01
UMB ADVISORS, LLC DIRECTOR direct 2010-05-01
UMB ADVISORS, LLC ELECTED MANAGER direct 2010-05-01
TRADEWISE ADVISORS, INC. BOARD OF MANAGERS MEMBER direct 2017-09-01
TRADEWISE ADVISORS, INC. DIRECTOR direct 2017-09-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. DIRECTOR direct 2016-02-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. DIRECTOR AND PRESIDENT direct 2016-06-01
CORRENTI, JOSEPH, JOHN VICE PRESIDENT 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOTTRADE INVESTMENT MANAGEMENT, INC. DIRECTOR direct 2014-11-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. SENIOR VICE PRESIDENT OF PRODUCT direct 2014-11-01
TDAMERITRADE HOLDING CORPORATION SHAREHOLDER TDAMERITRADE ONLINE HOLDINGS CORP. 09/01/2002 Indirect 75% or more
Fund Name Position direct/indirect start date end date
TD AMERITRADE, INC. PARENT CORPORATION indirect 2006-01-01
TD WATERHOUSE INVESTOR SERVICES, INC. PARENT CORPORATION indirect 2006-01-01
THINKORSWIM ADVISORS, INC. INDIRECT OWNER indirect 2009-06-01
AMERIVEST INVESTMENT MANAGEMENT, LLC SHAREHOLDER indirect 2002-09-01
PFN INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2002-09-01
RED OPTION ADVISORS, INC. SHAREHOLDER indirect 2010-03-01
RED OPTION ADVISORS, INC. SHAREHOLDER indirect 2010-03-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. OWNER direct 2017-09-01
SCOTTRADE INVESTMENT MANAGEMENT, INC. PARENT CORPORATION indirect 2017-09-01
TDAMERITRADE ONLINE HOLDINGS CORP. SHAREHOLDER FINANCIAL PASSPORT, INC. 09/01/2002 Indirect 75% or more
Fund Name Position direct/indirect start date end date
AMERIVEST INVESTMENT MANAGEMENT, LLC SHAREHOLDER indirect 2002-09-01
TRADEWISE ADVISORS, INC. SHAREHOLDER direct 2014-03-01
PFN INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2000-07-01 2001-03-28
PFN INVESTMENT MANAGEMENT LLC SHAREHOLDER indirect 2000-07-01 2003-02-24

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