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Loomis Sayles Fds I Bond Fd Instl Cl
Loomis Sayles Fds I Bond Fd Instl Cl. Institutional holdings reported to the SEC.
Institutional Holders (2015Q4)
Portfolio Summary: 3 Institutional holders with a total value of $3,205,992.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 230,053 2,963,087 92.42%
2 REILLY FINANCIAL ADVISORS, LLC 16,892 218,000 6.80%
3 Patten Group, Inc. 1,267 24,905 0.78%

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.