​ Recent Advisor and Shareholder Services Agent Changes in SEC Filings. Crane Data has partnered with FundR2.​com, a website and consulting firm run by Max Rottersman, to analyze fund advisor, shareholder service agent, auditor, custodian, and investment guideline changes contained in a fund'​s latest semiannual and annual report SEC filings. Among the recent changes: PFPC (​for State Street) is the new shareholder services agent for the Allegiant money funds; Axia (​renamed from BoK) is the new administrator for the American Performance Funds; Western Asset Mgmt is the renamed advisor (​from Smith Barney); Boston Financial Data Services (​for State Street) is the new shareholder services agent for the TIAA-​CREF Institutional Money Fund; and, UMB (​formerly Bisys) is the new shareholder services agent for Williams Capital Liquid Assets Fund. E-​mail Pete for a full listing of recent changes.

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