- Type / Class
- Equity / USD
- Total 13F shares
- 2,953,328
- Share change
- -5,190,567
- Total reported value
- $29,418,225
- Price per share
- $9.96
- Number of holders
- 13
- Value change
- -$50,431,303
- Number of buys
- 8
- Number of sells
- 5
Quarterly Holders Quick Answers
What is CUSIP 48137C108?
CUSIP 48137C108 identifies JBAXY - Julius Baer Group Ltd. - USD in SEC institutional holdings data.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 48137C108:
Top shareholders of JBAXY - Julius Baer Group Ltd. - USD (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of Julius Baer Group Ltd. - USD (JBAXY) as of Q1 2015
As of 31 Mar 2015,
Julius Baer Group Ltd. - USD (JBAXY) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,953,328 shares.
The largest 10 holders included
Janney Capital Management LLC, Parametric Portfolio Associates LLC, NORTHERN TRUST CORP, Ameriprise Financial Inc, GENESEE VALLEY TRUST CO, RELIANCE TRUST CO OF DELAWARE, THORNBURG INVESTMENT MANAGEMENT INC, GLENMEDE TRUST CO NA, DSM Capital Partners LLC, and Lenox Wealth Advisors, Inc..
This page lists
13
institutional shareholders reporting positions in this security
for the Q1 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2015 vs Q4 2014 Across Filers
Q4 2014 holders
13
Q1 2015 holders
13
Holder diff
0
| Investor | Q4 2014 Shares | Q1 2015 Shares | Share Diff | Share Chg % | Q4 2014 Value $ | Q1 2015 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.