Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / MFD
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
135K
-
Shares change
-
-8.27K
-
Total reported value, excl. options
-
$9.33M
-
Value change
-
-$561K
-
Number of buys
-
6
-
Number of sells
-
-4
-
Price
-
$69.34
Significant Holders of VAN WELLINGTON ADM #571 - MFD as of Q1 2017
10 filings reported holding 921935201 - VAN WELLINGTON ADM #571 - MFD as of Q1 2017.
VAN WELLINGTON ADM #571 - MFD has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 135K shares
.
Largest 10 shareholders include OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (78.7K shares), JAMES INVESTMENT RESEARCH INC (26K shares), GOFEN & GLOSSBERG LLC /IL/ (9.22K shares), Arvest Bank Trust Division (5.76K shares), TOWER BRIDGE ADVISORS (5.72K shares), Fulton Bank, N.A. (4.98K shares), TOCQUEVILLE ASSET MANAGEMENT L.P. (3.47K shares), VESTOR CAPITAL, LLC (670 shares), Fisher Asset Management, LLC (0 shares), and Hemenway Trust Co LLC (0 shares).
This table shows the top 8 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.