Q3 2014 13F Holders as of 9/30/2014
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Type / Class
-
Equity / MFD
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
122K
-
Shares change
-
+44
-
Total reported value, excl. options
-
$8.35M
-
Value change
-
+$3.19K
-
Number of buys
-
3
-
Number of sells
-
-3
-
Price
-
$68.51
Significant Holders of VAN WELLINGTON ADM #571 - MFD as of Q3 2014
7 filings reported holding 921935201 - VAN WELLINGTON ADM #571 - MFD as of Q3 2014.
VAN WELLINGTON ADM #571 - MFD has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 122K shares
.
Largest 7 shareholders include OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (89K shares), Fulton Bank, N.A. (11.8K shares), GOFEN & GLOSSBERG LLC /IL/ (8.5K shares), TOWER BRIDGE ADVISORS (4.87K shares), Janney Montgomery Scott LLC (4.59K shares), Fisher Asset Management, LLC (3.21K shares), and MONROE BANK & TRUST/MI (0 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.