Security key
00326A104
CUSIP: 00326A104
Security key
00326A104
Report period
Q1 2020
Institutions
139
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory, Inc. |
13F
Company
|
—
class O/S missing
|
$62,769,000
4,293,342 shares
|
— | 31 Dec 2019 |
| Almanack Investment Partners, LLC. |
13F
Company
|
—
class O/S missing
|
$21,112,000
1,381,701 shares
|
— | 31 Dec 2019 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$19,676,000
1,345,796 shares
|
— | 31 Dec 2019 |
| HighTower Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$17,726,000
1,213,580 shares
|
— | 31 Dec 2019 |
| Allen Capital Group, LLC |
13F
Company
|
—
class O/S missing
|
$11,135,000
761,653 shares
|
— | 31 Dec 2019 |
| FormulaFolio Investments, LLC |
13F
Company
|
—
class O/S missing
|
$9,100,000
622,403 shares
|
— | 31 Dec 2019 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$9,037,000
618,112 shares
|
— | 31 Dec 2019 |
| SimpliFi, Inc. |
13F
Company
|
—
class O/S missing
|
$8,337,000
570,262 shares
|
— | 31 Dec 2019 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Investor-level positions for this CUSIP, loaded as an interactive table.
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 value | Q1 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).