30.91 Up +0.14 +0.46%
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OWNERSHIP INFORMATION
Shares Outstanding 0.00
Institutional Ownership (%) 62.32
Top 10 Institutions (%) 29.68
Mutual Fund Ownership (%) 35.21
5%/Insider Ownership (%) 2.31
Float (%) 89
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 183 23,621,385
New Positions 33 440,831
Soldout Positions 27 531,176
Net Position Change 150 -212,090
Buyers 74 1,118,298
Sellers 76 -1,330,388
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
iShares Core S&P Small-Cap 792,495 -1,560 -0.2 -48,001 1.95 0.18 04-15-14
Vanguard Small Cap Index 669,747 17,048 2.61 550,480 1.73 0.05 03-31-14
iShares Russell 2000 ETF 653,745 8,246 1.28 253,729 1.61 0.07 04-15-14
Vanguard Total Stock Mkt Idx 621,862 23,080 3.85 745,253 1.6 0.01 03-31-14
PowerShares Water Resources 606,235 0 0 0 1.49 1.88 04-15-14
Pictet-Water 595,105 -1,726 -0.29 -47,282 1.53 0.48 09-30-13
Baillie Gifford Diversified Gr Fd 520,000 0 0 0 1.34 0.17 12-31-13
Vanguard Extended Market Index Fund 356,058 -10,980 -2.99 -354,544 0.92 0.03 03-31-14
DFA U.S. Micro Cap Portfolio 348,689 0 0 0 0.9 0.21 01-31-14
Vanguard Small Cap Value Index Fund 339,028 8,301 2.51 268,039 0.87 0.08 03-31-14
TIAA-CREF Small-Cap Equity 337,960 0 0 0 0.87 0.4 02-28-14
Vanguard Dividend Appreciation Index 270,225 -23,528 -8.01 -759,719 0.7 0.04 03-31-14
iShares Russell 2000 Value 262,622 2,580 0.99 79,387 0.65 0.14 04-15-14
DFA U.S. Small Cap Portfolio 245,099 13,495 5.83 383,258 0.63 0.09 01-31-14
CREF Stock 214,838 -1,430 -0.66 -42,943 0.55 0.01 02-28-14
  • *Category Headings:
  • Shs Held - shares held at report date
  • Shs Chg - position change within reporting period
  • %Chg - % change
  • $Chg - market value of the position change
  • %Out - % of shares outstanding
  • %Port - % Portfolio
  • Rpt Date - report date
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