Q4 2017 13F Detailed Holdings
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Location
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Laguna Hills, X1
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Holdings as of
-
12/31/2017
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Value ($000)
-
$128,998
-
Num holdings
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229
-
Date filed
-
2/5/2018
-
Form type
-
13F-HR
-
Prev filing
-
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
CONGRESS ASSET MANAGEMENT CO /MA |
028-03434 |
| 2 |
WINDWARD CAPITAL MANAGEMENT CO /CA |
028-11829 |
| 3 |
NED DAVIS RESEARCH |
028-10397 |