This document is a financial statement from Deutsche Bank Private Wealth Management for the period of July 1, 2014, to July 31, 2014. It details portfolio holdings, including equities and preferred stocks, with information on quantities, unit costs, cost basis, market prices, market values, unrealized gains/losses, estimated annual income, and estimated yields.
documents/vol00010-efta01455052-pdf.pdf
{"title":"Deutsche Bank Private Wealth Management Statement","document_date":"2014-07-31","document_type":"financial","key_locations":["New York, NY","Baltimore, MD"],"document_subtype":"bank statement","key_organizations":["Deutsche Bank Private Wealth Management","Deutsche Bank Securities Inc.","SOUTHERN FINANCIAL LLC"],"reference_numbers":["B0098073CSF30017","DEAB-ROLL","DB-SDNY-0113568","SDNY_GM_00259752","EFTA01455052"]}