This document is an investment account statement from Fifth Third Private Bank for BLUE CHIP CAPITAL LLC IMA PLEDGE, covering the period from September 1, 2014, to September 30, 2014. It includes details on investment allocation, account summary, realized gains/losses, and portfolio positions. The account is managed by Trust Officer Lauren Herrmann and Portfolio Manager Matt Weddi. The statement outlines the aggressive growth investment objective, with a focus on long-term capital appreciation. The document also provides an explanation of investment management and trust account terms.
doj/DataSet10/EFTA01279852.pdf
{"title":"Fifth Third Private Bank Investment Account Statement for BLUE CHIP CAPITAL LLC IMA PLEDGE","key_people":["Lauren Herrmann","Matt Weddi"],"document_date":"2014-09-30","document_type":"financial","document_subtype":"Investment Account Statement","key_organizations":["Fifth Third Private Bank","BLUE CHIP CAPITAL LLC"],"reference_numbers":["0906220876"]}