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Q4 2013 vs Q1 2014

Comparing institutional holders between quarters

Quarters

Q1 2014Q4 2013Q3 2013Q2 2013Q2 2012
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Vontobel Asset Management Inc
INCREASED
Shares389,638 from 295,653
Change+93,985 (+32%)
Value$12.5K (+$3.4K)
Filed 2014-05-15
Parametric Portfolio Associates LLC
INCREASED
Shares241,630 from 227,132
Change+14,498 (+6%)
Value$7.8K (+$779)
Filed 2014-05-13
Blair William & Co
DECREASED
Shares217,652 from 219,534
Change-1,882 (-1%)
Value$7.0K (+$243)
Filed 2014-05-06
Aperio Group, LLC
INCREASED
Shares196,815 from 177,563
Change+19,252 (+11%)
Value$6.3K (+$868)
Filed 2014-04-25
Scout Investments, Inc.
INCREASED
Shares151,501 from 135,890
Change+15,611 (+11%)
Value$4.9K (+$692)
Filed 2014-05-20
FDx Advisors, Inc.
INCREASED
Shares13,103 from 10,696
Change+2,407 (+23%)
Value$422 (+$92)
Filed 2014-05-15
Texas Capital Bancshares Inc
DECREASED
Shares9,888 from 11,576
Change-1,688 (-15%)
Value$317 (-$40)
Filed 2014-04-02
Naples Global Advisors, LLC
INCREASED
Shares8,701 from 8,366
Change+335 (+4%)
Value$280 (+$22)
Filed 2014-04-07
Fisher Asset Management, LLC
UNCHANGED
Shares7,210 from 7,210
Change0 (0%)
Value$232 (+$10)
Filed 2014-04-22
Ameriprise Financial Inc
DECREASED
Shares5,087 from 5,245
Change-158 (-3%)
Value$165 (+$3)
Filed 2014-05-14
Glenmede Trust Co NA
NEW
Shares2,500
Change+2,500
Value$80
Filed 2015-02-06
FTB Advisors, Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$3 (+$1)
Filed 2014-05-02
FineMark National Bank & Trust
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$8)
Filed 2014-05-13
Status
Vontobel Asset Management Inc
INCREASED389,638295,653+93,985+32%$9.1K$12.5K+$3.4K2014-05-15
Parametric Portfolio Associates LLC
INCREASED241,630227,132+14,498+6%$7.0K$7.8K+$7792014-05-13
Blair William & Co
DECREASED217,652219,534-1,882-1%$6.8K$7.0K+$2432014-05-06
Aperio Group, LLC
INCREASED196,815177,563+19,252+11%$5.5K$6.3K+$8682014-04-25
Scout Investments, Inc.
INCREASED151,501135,890+15,611+11%$4.2K$4.9K+$6922014-05-20
FDx Advisors, Inc.
INCREASED13,10310,696+2,407+23%$330$422+$922014-05-15
Texas Capital Bancshares Inc
DECREASED9,88811,576-1,688-15%$357$317-$402014-04-02
Naples Global Advisors, LLC
INCREASED8,7018,366+335+4%$258$280+$222014-04-07
Fisher Asset Management, LLC
UNCHANGED7,2107,21000%$222$232+$102014-04-22
Ameriprise Financial Inc
DECREASED5,0875,245-158-3%$162$165+$32014-05-14
Glenmede Trust Co NA
NEW2,500—+2,500——$80—2015-02-06
FTB Advisors, Inc.
UNCHANGED929200%$2$3+$12014-05-02
FineMark National Bank & Trust
CLOSED0263-263-100%$8$0-$82014-05-13
Showing 13 of 13 institutions