86.68 Down -0.10 -0.12%
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OWNERSHIP INFORMATION
Shares Outstanding 0.00
Institutional Ownership (%) 84.02
Top 10 Institutions (%) 31.64
Mutual Fund Ownership (%) 38.46
5%/Insider Ownership (%) 0.62
Float (%) 100
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 984 296,015,613
New Positions 142 2,686,281
Soldout Positions 87 2,950,901
Net Position Change 842 -12,049,083
Buyers 379 9,009,037
Sellers 463 -21,058,120
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
MFS® Value Fund 5,719,288 808,140 16.46 67,754,458 1.62 1.5 02-28-14
Vanguard Total Stock Mkt Idx 5,431,330 -121,033 -2.18 -10,299,908 1.54 0.14 03-31-14
SPDR Dow Jones Industrial Average ETF 4,697,396 0 0 0 1.36 3.39 04-17-14
BlackRock Equity Dividend Fund 3,977,200 -925,700 -18.88 -78,777,070 1.13 1.11 03-31-14
Vanguard Institutional Index Fund 3,507,234 -97,000 -2.69 -8,254,700 1 0.18 03-31-14
Vanguard Five Hundred Index Fund 3,470,973 -80,338 -2.26 -6,836,764 0.99 0.18 03-31-14
SPDR S&P 500 3,369,474 17,730 0.53 1,536,836 0.97 0.18 04-17-14
Longleaf Partners Fund 3,194,185 -1,489,715 -31.81 -134,878,796 0.9 3.36 12-31-13
Financial Select Sector SPDR® 2,343,010 7,007 0.3 607,367 0.68 1.13 04-17-14
SSgA S&P 500 Index Fund - Class I 2,291,892 12,529 0.55 1,054,817 0.61 0.22 03-31-13
ClearBridge Appreciation Fund 1,988,964 0 0 0 0.56 3.29 12-31-13
AllianzGI NFJ Dividend Value Fund 1,924,900 0 0 0 0.55 1.78 03-31-14
Fidelity Spartan® 500 Index Fd 1,528,412 9,182 0.6 769,819 0.43 0.18 02-28-14
Delaware Value® Fund 1,506,300 40,800 2.78 3,420,672 0.43 2.87 02-28-14
T. Rowe Price Value Fund 1,360,000 -61,700 -4.34 -5,586,318 0.38 0.67 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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