Deutsche Bank Private Wealth Management statement for January 2014, detailing portfolio holdings including equities, preferred stocks, and options. The statement includes information on quantities, unit costs, cost basis, market prices, market values, unrealized gains/losses, and estimated annual income and yield.
doj/DataSet10/EFTA01452692.pdf
{"document_date":"2014-01-31","document_type":"financial","key_locations":["New York","Baltimore"],"document_subtype":"bank statement","key_organizations":["Deutsche Bank Private Wealth Management","Deutsche Bank Securities Inc.","Southern Financial LLC","Peregrine LLC","The Bank of New York Mellon Corporation"],"reference_numbers":["Account Number: N4G-023804"]}