Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / IFD
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
725,160
-
Shares change
-
+126,506
-
Total reported value, excl. options
-
$18,158,000
-
Value change
-
+$3,164,240
-
Number of buys
-
4
-
Number of sells
-
-4
-
Price
-
$25.04
Significant Holders of TWEEDY BRN GLOBAL VALUE - IFD as of Q4 2016
10 filings reported holding 901165100 - TWEEDY BRN GLOBAL VALUE - IFD as of Q4 2016.
TWEEDY BRN GLOBAL VALUE - IFD has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 725,160 shares
.
Largest 10 shareholders include NORTH STAR ASSET MANAGEMENT INC (525,793 shares), Tiedemann Wealth Management Holdings, LLC (138,928 shares), GOFEN & GLOSSBERG LLC /IL/ (24,300 shares), BAHL & GAYNOR INC (12,750 shares), CARRET ASSET MANAGEMENT, LLC (10,892 shares), NEVILLE RODIE & SHAW INC (10,000 shares), TRUST DEPARTMENT MB FINANCIAL BANK N A (1,938 shares), MOTCO (559 shares), Williams Jones & Associates LLC (0 shares), and Advocacy Wealth Management Services, LLC (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.