72.03 Down -1.78 -2.41%
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OWNERSHIP INFORMATION
Shares Outstanding 50.45 Mil
Institutional Ownership (%) 90.21
Top 10 Institutions (%) 32.76
Mutual Fund Ownership (%) 45.98
5%/Insider Ownership (%) 2.03
Float (%) 89
OWNERSHIP ACTIVITY
DESCRIPTION # OF HOLDERS SHARES
Total Positions 458 46,094,757
New Positions 103 1,849,014
Soldout Positions 61 1,864,864
Net Position Change 355 -126,165
Buyers 191 4,292,518
Sellers 164 -4,418,683
VIEW:
MUTUAL FUND SHS HELD SHS CHG %CHG $CHG* %OUT %PORT RPT DATE
iShares Select Dividend ETF 2,055,908 1,106 0.05 81,634 3.59 1.08 07-28-14
Old Westbury Small & Mid Cap Fund 1,629,690 287,500 21.42 24,411,625 3.23 1.96 04-30-14
Fidelity® Mid-Cap Stock Fund 1,374,900 0 0 0 2.73 1.25 05-31-14
Munder Mid-Cap Core Growth Fund 786,725 -350,600 -30.83 -29,366,256 1.56 1.07 03-31-14
Vanguard Small Cap Index 784,488 -4,846 -0.61 -405,610 1.55 0.13 06-30-14
iShares Core S&P Mid-Cap 728,041 -446 -0.06 -32,919 1.27 0.23 07-28-14
Vanguard Total Stock Mkt Idx 721,069 4,889 0.68 409,209 1.43 0.02 06-30-14
Nordea-1 North American All Cap 612,849 89,555 17.11 7,529,784 1.2 2.2 04-30-14
RS Partners Fund 575,031 136,158 31.02 11,404,594 1.14 2.09 03-31-14
SPDR S&P MidCap 400 486,821 1,331 0.27 111,405 0.96 0.26 06-30-14
Vanguard Extended Market Index Fund 462,417 68 0.01 5,692 0.92 0.1 06-30-14
Fidelity Advisor® Small Cap Fund 440,000 0 0 0 0.87 1.14 05-31-14
Nuveen Santa Barbara Dividend Growth Fd 439,443 -7,500 -1.68 -627,750 0.87 1.47 06-30-14
Vanguard Small Cap Value Index Fund 412,102 5,429 1.33 454,407 0.82 0.25 06-30-14
Vulcan Value Partners Small Cap Fund 358,281 105,285 41.62 8,818,672 0.71 2.79 03-31-14
  • *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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