96.60 Up +0.79 +0.82%
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OWNERSHIP INFORMATION
Shares Outstanding 0.00
Institutional Ownership (%) 83.75
Top 10 Institutions (%) 23.25
Mutual Fund Ownership (%) 42.32
5%/Insider Ownership (%) 1.64
Float (%) 100
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 1,409 668,978,042
New Positions 223 12,266,118
Soldout Positions 106 5,267,007
Net Position Change 1,186 -14,322,678
Buyers 584 25,476,759
Sellers 602 -39,799,437
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
Vanguard Total Stock Mkt Idx 12,294,630 -25,644 -0.21 -2,443,617 1.55 0.36 03-31-14
Vanguard Windsor™ II Fund 8,245,207 22,100 0.27 2,101,710 0.93 1.65 12-31-13
Vanguard Institutional Index Fund 7,913,788 -66,542 -0.83 -6,340,787 1 0.45 03-31-14
Vanguard Five Hundred Index Fund 7,829,491 -33,414 -0.42 -3,184,020 0.99 0.45 03-31-14
SPDR S&P 500 7,555,777 45,390 0.6 4,348,816 0.96 0.46 04-16-14
Vanguard Dividend Appreciation Index 5,553,496 -451,998 -7.53 -43,070,889 0.7 2.31 03-31-14
SSgA S&P 500 Index Fund - Class I 4,860,817 6,760 0.14 529,781 0.6 0.44 03-31-13
American Funds Income Fund Of America 4,675,000 0 0 0 0.59 0.52 03-31-14
MFS® Value Fund 4,574,775 0 0 0 0.58 1.38 02-28-14
M&G Global Dividend 4,037,400 0 0 0 0.45 2.61 12-31-13
American Funds Fundamental Investors 4,000,000 -600,000 -13.04 -57,174,000 0.5 0.58 03-31-14
Energy Select Sector SPDR® 3,866,011 216,008 5.92 20,695,726 0.49 3.63 04-16-14
American Century Equity Income Fund 3,768,700 -1,230,300 -24.61 -117,001,530 0.42 3.41 12-31-13
American Century U.S. Value Yield 3,768,700 2,969,000 371.26 282,351,900 0.42 3.41 12-31-13
FPA Crescent Portfolio Fund 3,616,500 0 0 0 0.41 2.16 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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