PAX World FDS TR II

CUSIP: 70422P206 | 24 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q1 2014

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Morgan Stanley46,150

0.0% of portfolio$1.3K

Wells Fargo & Company38,425

0.0% of portfolio$1.1K

Raymond James Financial Services Advisors, Inc.22,487

0.0% of portfolio$646

LPL Financial LLC22,211

0.0% of portfolio$638

Ameriprise Financial Inc17,635

0.0% of portfolio$506

Gemmer Asset Management LLC14,561

0.0% of portfolio$418

Royal Bank of Canada13,514

0.0% of portfolio$388

Goldman Sachs Group Inc13,000

0.0% of portfolio$373

Deutsche Bank Ag\10,000

0.0% of portfolio$287

Gerstein Fisher7,833

0.0% of portfolio$225

Montecito Bank & Trust7,500

0.0% of portfolio$215

First Hawaiian Bank7,031

0.0% of portfolio$202

0.0% of portfolio$174

American International Group, Inc.3,273

0.0% of portfolio$94.0K

Whittier Trust Co of Nevada Inc2,000

0.0% of portfolio$57

MetLife Securities, Inc1,550

0.0% of portfolio$45

Johnson Financial Group, Inc.1,100

0.0% of portfolio$33

				Style	Turnover	Location	Filed
Morgan Stanley	46,150	$1.3K	0.0%	Core	Low	New York, NY	2014-05-13
Wells Fargo & Company	38,425	$1.1K	0.0%	Core	Low	San Francisco, CA	2014-08-12
Raymond James Financial Services Advisors, Inc.	22,487	$646	0.0%	Growth	Very Low	St. Petersburg, FL	2014-05-08
LPL Financial LLC	22,211	$638	0.0%	Index	Very Low	Fort Mill, SC	2014-05-12
Ameriprise Financial Inc	17,635	$506	0.0%	Core	Medium	Minneapolis, MN	2014-05-14
Gemmer Asset Management LLC	14,561	$418	0.0%	ETF	Low	Walnut Creek, CA	2014-05-23
Royal Bank of Canada	13,514	$388	0.0%	Core	Low	Toronto, Australia	2014-05-15
Goldman Sachs Group Inc	13,000	$373	0.0%	Core	Medium	New York, NY	2014-05-15
Deutsche Bank Ag\	10,000	$287	0.0%	Core	Medium	Frankfurt Am Main, Hong Kong	2014-05-15
Gerstein Fisher	7,833	$225	0.0%	N/A	N/A	New York, NY	2014-05-15
Montecito Bank & Trust	7,500	$215	0.0%	Growth	Very Low	Santa Barbara, CA	2014-05-15
First Hawaiian Bank	7,031	$202	0.0%	ETF	Very Low	Honolulu, HI	2014-04-21
UBS AG	6,054	$174	0.0%	N/A	N/A	Stamford, CT	2014-05-16
American International Group, Inc.	3,273	$94.0K	0.0%	Agg Growth	Very Low	New York, NY	2014-05-12
Whittier Trust Co of Nevada Inc	2,000	$57	0.0%	Growth	Low	Reno, NV	2014-05-01
MetLife Securities, Inc	1,550	$45	0.0%	N/A	N/A	New York, NY	2014-05-21
Johnson Financial Group, Inc.	1,100	$33	0.0%	ETF	Low	Racine, WI	2014-05-14