Period
Q2 2014
Calendar quarter covered by the filing.
EVERETT HARRIS & CO /CA/ portfolio
Q2 2014 · Holdings as of · Filed · $2,707,779,000 reported in Form 13F
What changed in Q2 2014?
Share changes are unavailable for this filing. The holdings table remains available.
EVERETT HARRIS & CO /CA/ reported no stock holdings for Q2 2014.
Check options holdings.
Filing details and SEC source
- Portfolio date
- 30 Jun 2014
- Reported 13F value
- $2,707,779,000
- Reported 13F holdings
- 230
- Largest 13F holdings
-
BRKA NVO COST BRKB JNJ CL UPS DIS WMT QCOM GOOG AAPL
+8 more
BAX UL UN MSFT MCD BDX BAC ABT - What this filing covers
-
13F holdings
230Parsed equity rows, excluding option-only view rows.
Reported value
$2,707,779,000SEC Form 13F market value, not total AUM.
Accepted by SEC
05 Aug 2014EDGAR acceptance date.
How to read this filing
- Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
- Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
- SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
- Manager signature
- Anny Choe - Chief Compliance Officer
- Manager location
- Los Angeles, CA
- Accepted by SEC
- 05 Aug 2014, 13:12:26 UTC
- SEC form
- 13F-HR
- Prior SEC filing
- Q1 2014 - 19 May 2014
- Next SEC filing
- Q3 2014 - 06 Nov 2014
- Source filing
- View source filing
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Source evidence
Original filing metadata and source links for verification.
5 source fields
This view compares filing 2014 Q2 with 2014 Q1. Changes are calculated against the previous SEC filing.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Anny Choe | Chief Compliance Officer | Los Angeles, California | 05 Aug 2014 |