Equity and Debt

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Type Mil USD
Equity --
Debt --
 

Equity Owners

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Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

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Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 1,998 18.65 Premium 3,238 11.12
New Owners Premium 227 89.17 Premium 214 13.83
Sold Out Premium 124 37.78 Premium 100 -26.47
# of Owners Buying Premium 669 6.02 Premium 815 1.24
# of Owners Selling Premium 708 11.15 Premium 884 14.06
Total Shares Owned (Mil) Premium 471 2.42 Premium 233 3.87
Total Shares Bought (Mil) Premium 43 51.00 Premium 13 70.70
Total Shares Sold (Mil) Premium 44 101.73 Premium 7 10.33
Net Share Change (Mil) Premium -1 -117.51 Premium 6 523.74

Fund Owners' Style

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191 1,683 1,272 Lg
6 30 52 Md
2 -- 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 191 7,900,641 377,994 402,299 -0.31
Large Blend 1,683 85,840,788 3,482,918 1,911,779 1.86
Large Growth 1,272 137,540,653 8,943,474 4,793,414 3.11
Mid Value 6 133,113 100 1,287 -0.88
Mid Blend 30 102,149 81,077 53,433 37.1
Mid Growth 52 1,912,576 21,597 200,431 -8.55
Small Value 2 11,350 -- -- --
Small Blend -- -- -- -- --
Small Growth 2 3,046 2,223 -- --
Total 3,238 233,444,316 12,909,383 7,362,643 2.43
Data displayed as of  08/31/2014

Equity Ownership

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Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 8,111,833 93,020 1.30 0.48 08/31/2014
Fidelity® Contrafund® Premium 7,572,110 -319,100 1.22 1.5 07/31/2014
T. Rowe Price Growth Stock Premium 5,337,700 129,600 0.86 2.66 06/30/2014
Vanguard 500 Index Inv Premium 5,206,647 46,740 0.84 0.6 08/31/2014
SPDR® S&P 500 ETF Premium 5,075,749 36,096 0.83 0.61 09/18/2014
Vanguard Institutional Index I Premium 5,147,228 29,560 0.83 0.6 08/31/2014
VA CollegeAmerica Grth Fund of Amer 529F Premium 4,473,000 1,203,000 0.72 0.69 06/30/2014
SPDR® Dow Jones Industrial Average ETF Premium 4,181,669 -73,692 0.68 8.03 09/18/2014
MainStay Large Cap Growth A Premium 3,238,600 -40,000 0.52 3.5 07/31/2014
CREF Stock Premium 2,636,840 -17,336 0.42 0.44 07/31/2014
Total: Top 10 funds Premium 50,981,376 1,087,888 8.22
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Peer Comparison

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Equity Ownership V  
Go
 
Go
 
Go
Market Cap (Mil USD) 134,872 94,296 90,090 30,296
# of Institution Owners 1,998 2,000 1,621 1,259
# of Fund Owners 3238 2331 2498 2010
% Owned by Institutions 75.57 89.93 85.99 89.72
% Owned by Funds 37.52 38.86 39.76 46.07
% Owned by Insiders 0.07 0.19 0.07 1.07