Deutsche Bank Private Wealth Management statement for Southern Financial LLC, covering the period from August 1, 2014, to August 31, 2014. The statement includes details of portfolio holdings, specifically equities and preferred stocks, with information on quantities, unit costs, cost basis, market prices, market values, unrealized gains/losses, estimated annual income, and estimated yield.
documents/vol00010-efta01455330-pdf.pdf
{"document_date":"2014-08","document_type":"financial","key_locations":["New York, NY","Baltimore, MD"],"document_subtype":"bank statement","key_organizations":["Deutsche Bank Private Wealth Management","Southern Financial LLC"],"reference_numbers":["DB-SDNY-0114042","SDNY_GM_00260226","EFTA01455330"]}