26.76 Up +0.21 +0.79%
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OWNERSHIP INFORMATION
Shares Outstanding 138.02 Mil
Institutional Ownership (%) NA
Top 10 Institutions (%) 67.62
Mutual Fund Ownership (%) 32.92
5%/Insider Ownership (%) 4.85
Float (%) 59
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 238 139,831,187
New Positions 61 4,031,904
Soldout Positions 42 3,749,365
Net Position Change 177 2,545,654
Buyers 100 14,419,970
Sellers 77 -11,874,316
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
American Funds SMALLCAP World Fund 7,081,000 -669,767 -8.64 -17,902,872 5.13 0.79 03-31-14
American Funds Growth Fund of America 4,271,700 73,700 1.76 1,970,001 3.09 0.09 03-31-14
American Funds IS® Gbl Sm Cap 3,001,000 0 0 0 2.17 2.06 03-31-14
Fidelity® Contrafund® Fund 2,588,777 -590,818 -18.58 -18,167,654 1.88 0.07 02-28-14
ClearBridge Small Cap Growth Fund 2,303,290 356,720 18.33 9,535,126 1.67 1.61 03-31-14
American Funds New Economy Fund 2,105,000 0 0 0 1.53 0.45 03-31-14
Fidelity® Puritan® Fund 1,339,600 0 0 0 0.97 0.18 02-28-14
Vanguard Small Cap Index 1,192,804 29,254 2.51 781,959 0.86 0.07 03-31-14
Fidelity® Capital Appreciation Fund 1,136,163 -272,824 -19.36 -8,389,338 0.82 0.4 02-28-14
Vanguard Total Stock Mkt Idx 1,062,529 9,846 0.94 263,184 0.77 0.01 03-31-14
American Century Heritage Fund 957,013 -136,787 -12.51 -4,330,676 0.69 0.49 12-31-13
Vanguard Small Cap Growth Index Fund 883,793 4,710 0.54 125,898 0.64 0.15 03-31-14
Oppenheimer Discovery Fund 817,880 32,420 4.13 996,915 0.59 0.95 02-28-14
Fidelity® Growth Company Fund 640,592 0 0 0 0.46 0.04 02-28-14
Buffalo Flexible Income Fund 598,000 568,000 1,893.33 17,982,880 0.43 1.43 12-31-13
  • *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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