Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
-
Equity / MFD
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
128K
-
Shares change
-
+5.16K
-
Total reported value, excl. options
-
$8.25M
-
Value change
-
+$341K
-
Number of buys
-
7
-
Number of sells
-
-3
-
Price
-
$64.40
Significant Holders of VAN WELLINGTON ADM #571 - MFD as of Q1 2016
12 filings reported holding 921935201 - VAN WELLINGTON ADM #571 - MFD as of Q1 2016.
VAN WELLINGTON ADM #571 - MFD has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 128K shares
.
Largest 10 shareholders include OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (82.9K shares), GOFEN & GLOSSBERG LLC /IL/ (9.14K shares), Fulton Bank, N.A. (6.5K shares), Arvest Bank Trust Division (5.61K shares), TOWER BRIDGE ADVISORS (5.46K shares), First Fiduciary Investment Counsel, Inc. (5.21K shares), Hemenway Trust Co LLC (5.01K shares), Fisher Asset Management, LLC (3.96K shares), MONTGOMERY INVESTMENT MANAGEMENT INC (3.13K shares), and Advocacy Wealth Management Services, LLC (817 shares).
This table shows the top 11 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.