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WHEELOCK & CO LTD
WHEELOCK & CO LTD. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 3 Institutional holders with a total value of $1,030,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 23,835 996,000 96.70%
2 AMERIPRISE FINANCIAL INC 740 31,000 3.01%
3 Weaver C. Barksdale & Associates, Inc. 73 3,000 0.29%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.