JUNIATA VALLEY FINANCIAL CORP - US EQUITIES / ETF'S (JUVF)

CUSIP: 482016102

Q4 2016 13F Holders as of 31 Dec 2016

Share change
0
SEC-reported price per share
$18.36
Number of holders
3

Security key

482016102

Report period

Q4 2016

Institutions

3

Top holders

3

Ownership snapshot

Top reported holders of JUVF - JUNIATA VALLEY FINANCIAL CORP - US EQUITIES / ETF'S (13F + 13D/G + 3/4/5)

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.

Comparable stake leader
ORRSTOWN FINANCIAL SERVIC...
Disclosed value leader
ORRSTOWN FINANCIAL SERVIC...
Comparable rows
0/3
Latest evidence
30 Sep 2016
13F Highest disclosed value: $314,000 3 rows are not safely comparable across share classes.

Quick read

ORRSTOWN FINANCIAL SERVICES INC has the largest disclosed position value at $314K.

0 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens ORRSTOWN FINANCIAL SERVICES INC's linked filing trail.
Disclosed position value Top 3
ORRSTOWN FINANCIAL SERVICES INC $314K
SevenBridge Financial Group, LLC $26K
Vantage Investment Advisors, LLC $3K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-3 of 3 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
ORRSTOWN FINANCIAL SERVICES INC
13F
Company
13F
—
denominator unverified
$314,000
16,722 shares
— 30 Sep 2016
SevenBridge Financial Group, LLC
13F
Company
13F
—
denominator unverified
$26,000
1,402 shares
— 30 Sep 2016
Vantage Investment Advisors, LLC
13F
Company
13F
—
denominator unverified
$3,000
166 shares
— 30 Sep 2016
How to read this table

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

Institutional holders as of Q4 2016

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
3
Shares
18,290
Rows available
3
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-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. The marker flags a reported price that did not pass the local price check.

Compare Q4 2016 vs Q3 2016 Across Filers

Q3 2016 holders
3
Q4 2016 holders
3
Holder diff
0
Investor Q3 2016 Shares Q4 2016 Shares Share Diff Share Chg % Q3 2016 value Q4 2016 value Value change Value Chg %
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