Equity and Debt

 V

 
Type Mil USD
Equity 27,942.0
Debt --
 

Equity Owners

 V

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 V

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 2,120 25.89 Premium 3,341 9.36
New Owners Premium 307 283.75 Premium 174 79.38
Sold Out Premium 96 26.32 Premium 110 -14.73
# of Owners Buying Premium 635 6.37 Premium 799 11.28
# of Owners Selling Premium 799 22.92 Premium 1,048 13.91
Total Shares Owned (Mil) Premium 489 7.34 Premium 283 21.48
Total Shares Bought (Mil) Premium 42 71.13 Premium 14 57.53
Total Shares Sold (Mil) Premium 25 13.92 Premium 10 30.77
Net Share Change (Mil) Premium 17 522.77 Premium 4 249.87

Fund Owners' Style

 V

219 1,760 1,286 Lg
8 28 38 Md
-- 1 1 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 219 8,567,831 96,863 426,410 -3.7
Large Blend 1,760 119,103,791 9,090,288 3,764,951 4.68
Large Growth 1,286 153,651,984 4,331,922 5,178,146 -0.55
Mid Value 8 191,502 126 27,700 -12.59
Mid Blend 28 357,033 8,100 124,404 -24.57
Mid Growth 38 1,294,435 21,049 330,433 -19.29
Small Value -- -- -- -- --
Small Blend 1 2,400 -- -- --
Small Growth 1 5,131 2,275 -- --
Total 3,341 283,174,107 13,550,623 9,852,044 1.32
Data displayed as of  02/28/2015

Equity Ownership

 V

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 8,594,589 95,964 1.54 0.58 02/28/2015
Fidelity® Contrafund® Premium 7,319,693 24,033 1.31 1.75 01/31/2015
Vanguard 500 Index Inv Premium 5,440,132 57,596 0.98 0.71 02/28/2015
VA CollegeAmerica Grth Fund of Amer 529F Premium 5,548,000 650,000 0.99 1.07 12/31/2014
T. Rowe Price Growth Stock Premium 5,480,600 -53,300 0.98 3.35 12/31/2014
Total: Top 5 funds Premium 32,383,014 774,293 5.8
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Peer Comparison

 V

Equity Ownership V  
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Go
 
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Market Cap (Mil USD) 146,339 79,985 100,983 25,403
# of Institution Owners 2,120 2,113 1,715 1,327
# of Fund Owners 3341 2310 2547 1906
% Owned by Institutions 87.31 90.44 88.40 89.50
% Owned by Funds 42.73 36.68 40.11 42.22
% Owned by Insiders 0.02 0.2 0.07 1.18