60.30 Up +1.13 +1.91%
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OWNERSHIP INFORMATION
Shares Outstanding 0.00
Institutional Ownership (%) 83.72
Top 10 Institutions (%) 30.16
Mutual Fund Ownership (%) 40.67
5%/Insider Ownership (%) 0.66
Float (%) 98
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 791 496,882,185
New Positions 112 21,286,455
Soldout Positions 100 9,054,579
Net Position Change 679 -9,451,886
Buyers 275 35,743,494
Sellers 404 -45,195,380
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
Ivy Asset Strategy Fund 12,748,600 -289,900 -2.22 -18,478,226 2.14 2.38 12-31-13
AZ InvestEd Ivy Asset Strategy Fund 12,748,600 12,748,600 NA 812,595,764 2.14 2.38 12-31-13
American Funds Growth Fund of America 9,560,000 0 0 0 1.6 0.46 12-31-13
Vanguard Total Stock Mkt Idx 8,777,012 86,866 1 5,368,319 1.48 0.17 03-31-14
Vanguard Institutional Index Fund 5,495,134 -29,900 -0.54 -1,847,820 0.93 0.2 03-31-14
Vanguard Five Hundred Index Fund 5,436,521 -7,329 -0.13 -452,932 0.92 0.2 03-31-14
SPDR S&P 500 5,253,021 -25,647 -0.49 -1,517,533 0.85 0.2 04-15-14
American Funds New Perspective Fund 4,465,000 0 0 0 0.75 0.54 12-31-13
American Funds Washington Mutual Inv Fd 4,280,000 0 0 0 0.72 0.39 12-31-13
MainStay Large Cap Growth Fund 4,167,300 0 0 0 0.7 1.37 02-28-14
American Funds Fundamental Investors 4,125,000 0 0 0 0.69 0.4 12-31-13
Janus Balanced Fund 3,904,761 -462,003 -10.58 -29,448,071 0.66 2.26 12-31-13
Mutual Global Discovery Fund 3,788,202 3,788,202 NA 241,459,995 0.64 1 12-31-13
SSgA S&P 500 Index Fund - Class I 3,512,170 -35,706 -1.01 -1,667,113 0.57 0.19 03-31-13
Fidelity® Contrafund® Fund 3,269,299 742,432 29.38 49,802,339 0.55 0.19 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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