Security key
78463V107
Security key
78463V107
Report period
Q3 2013
Institutions
28
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
1,401,632
|
$166,948,000 | — | 30 Jun 2013 | |
| Goldstein Munger & Associates |
13F
|
Company |
—
class O/S missing
|
71,143
|
$8,474,000 | — | 30 Jun 2013 | |
| MUFG Americas Holdings Corp |
13F
|
Company |
—
class O/S missing
|
88,575
|
$8,237,000 | — | 30 Jun 2013 | |
| Marathon Trading Investment Management LLC |
13F
|
Company |
—
class O/S missing
|
53,983
|
$6,432,000 | — | 30 Jun 2013 | |
| Veritable, L.P. |
13F
|
Company |
—
class O/S missing
|
52,722
|
$6,280,000 | — | 30 Jun 2013 | |
| Se Flossbach von Storch |
13F
|
Individual |
—
class O/S missing
|
35,000
|
$4,169,000 | — | 30 Jun 2013 | |
| AZZAD ASSET MANAGEMENT INC /ADV |
13F
|
Company |
—
class O/S missing
|
17,910
|
$2,295,745 | — | 30 Jun 2013 | |
| Capital Analysts, LLC |
13F
|
Company |
—
class O/S missing
|
14,078
|
$1,676,830 | — | 30 Jun 2013 | |
| Rehmann Capital Advisory Group |
13F
|
Company |
—
class O/S missing
|
13,634
|
$1,624,000 | — | 30 Jun 2013 | |
| Harbour Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
3,605
|
$429,000 | — | 30 Jun 2013 | |
| Citizens Business Bank |
13F
|
Company |
—
class O/S missing
|
3,425
|
$408,000 | — | 30 Jun 2013 | |
| Valentine Capital Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
2,690
|
$320,000 | — | 30 Jun 2013 | |
| NWAM LLC |
13F
|
Company |
—
class O/S missing
|
2,209
|
$263,000 | — | 30 Jun 2013 | |
| Steigerwald, Gordon & Koch Inc. |
13F
|
Company |
—
class O/S missing
|
2,037
|
$243,000 | — | 30 Jun 2013 | |
| Zhang Financial LLC |
13F
|
Company |
—
class O/S missing
|
1,935
|
$230,000 | — | 30 Jun 2013 | |
| Joel Isaacson & Co., LLC |
13F
|
Company |
—
class O/S missing
|
1,788
|
$213,000 | — | 30 Jun 2013 | |
| MCF Advisors LLC |
13F
|
Company |
—
class O/S missing
|
1,117
|
$138,000 | — | 30 Jun 2013 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
93
|
$11,000 | — | 30 Jun 2013 | |
| EMORY UNIVERSITY |
13F
|
Company |
—
class O/S missing
|
38
|
$5,000 | — | 30 Jun 2013 | |
| Signator Financial Services, Inc. |
13F
|
Company |
—
class O/S missing
|
30
|
$4,000 | — | 30 Jun 2013 | |
| Elite Wealth Management, Inc. |
13F
|
Company |
—
class O/S missing
|
25
|
$3,000 | — | 30 Jun 2013 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q2 2013 Shares | Q3 2013 Shares | Share Diff | Share Chg % | Q2 2013 Value $ | Q3 2013 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).