19.60Up+0.09+0.46%Today's Close  |  19.60 0.00 -0.01% After hours
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OWNERSHIP INFORMATION
Shares Outstanding 0.00
Institutional Ownership (%) 57.28
Top 10 Institutions (%) 34.66
Mutual Fund Ownership (%) 19.93
5%/Insider Ownership (%) 5.31
Float (%) 99
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 127 29,410,562
New Positions 32 2,121,199
Soldout Positions 31 4,690,977
Net Position Change 95 -31,435
Buyers 44 3,189,440
Sellers 51 -3,220,875
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
iShares Mortgage Real Estate Capped 1,084,415 0 0 0 2.19 1.79 04-22-14
Vanguard Small Cap Index 887,595 -5,059 -0.57 -94,957 1.73 0.04 03-31-14
Vanguard Total Stock Mkt Idx 859,901 513 0.06 9,629 1.67 0 03-31-14
iShares Russell 2000 ETF 835,843 -6,588 -0.78 -128,532 1.69 0.06 04-22-14
Vanguard Extended Market Index Fund 485,405 -10,230 -2.06 -192,017 0.95 0.02 03-31-14
Vanguard Small Cap Value Index Fund 449,769 -2,440 -0.54 -45,799 0.88 0.07 03-31-14
Global X SuperDividend™ ETF 436,973 0 0 0 0.88 0.96 04-21-14
AST Prudential Growth Allocation Port 425,653 -2,200 -0.51 -44,374 0.83 0.12 02-28-14
iShares Russell 2000 Value 395,321 1,288 0.33 25,129 0.8 0.13 04-22-14
Alpine Global Premier Properties 300,000 0 0 0 0.58 0.81 01-31-14
Wasatch Strategic Income Fund 247,600 50,000 25.3 873,000 0.48 5.97 12-31-13
Guggenheim Multi-Asset Income 213,782 434 0.2 8,467 0.43 0.34 04-22-14
Innovator Matrix Income® Fund 207,882 16,332 8.53 285,157 0.4 3.34 12-31-13
CREF Stock 204,360 -2,090 -1.01 -42,155 0.4 0 02-28-14
Fidelity Spartan® Extended Mkt Indx Fd 184,016 0 0 0 0.36 0.03 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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