Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
50,841
-
Share change
-
+6,154
-
Total reported value
-
$9,657,895
-
Price per share
-
$189.96
-
Number of holders
-
15
-
Value change
-
+$1,178,190
-
Number of buys
-
7
-
Number of sells
-
6
Institutional Holders of DODGE & COX STOCK I - EQUITY FUNDS as of Q1 2017
As of 31 Mar 2017,
DODGE & COX STOCK I - EQUITY FUNDS was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
50,841 shares.
The largest 10 holders included
MOTCO, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, WEDGEWOOD INVESTORS INC /PA/, STRATEGIC WEALTH MANAGEMENT INC /ADV, ROANOKE ASSET MANAGEMENT CORP/ NY, GOFEN & GLOSSBERG LLC /IL/, RIVERBRIDGE PARTNERS LLC, ALBION FINANCIAL GROUP /UT, CATAWBA CAPITAL MANAGEMENT /VA, and CARRET ASSET MANAGEMENT, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2017 filing period.
| 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.