Q2 2015 13F Holders as of 6/30/2015
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Type / Class
-
Equity / MFD
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
118K
-
Shares change
-
-9.55K
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Total reported value, excl. options
-
$7.93M
-
Value change
-
-$643K
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Number of buys
-
3
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Number of sells
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-3
-
Price
-
$67.00
Significant Holders of VAN WELLINGTON ADM #571 - MFD as of Q2 2015
8 filings reported holding 921935201 - VAN WELLINGTON ADM #571 - MFD as of Q2 2015.
VAN WELLINGTON ADM #571 - MFD has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 118K shares
.
Largest 8 shareholders include OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (89.2K shares), GOFEN & GLOSSBERG LLC /IL/ (9K shares), Fulton Bank, N.A. (8.44K shares), TOWER BRIDGE ADVISORS (5.16K shares), MONTGOMERY INVESTMENT MANAGEMENT INC (3.18K shares), NORTHERN OAK WEALTH MANAGEMENT INC (3.03K shares), MONROE BANK & TRUST/MI (306 shares), and Janney Montgomery Scott LLC (0 shares).
This table shows the top 7 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.