Dark
Light
System
Security
Parnassus Equity Income
Parnassus Equity Income. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 6 Institutional holders with a total value of $3,579,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 41,950 1,690,000 47.22%
2 FDx Advisors, Inc. 24,800 998,000 27.88%
3 ZEVIN ASSET MANAGEMENT LLC 8,377 338,000 9.44%
4 DONALDSON CAPITAL MANAGEMENT, LLC 7,200 290,000 8.10%
5 GOFEN & GLOSSBERG LLC /IL/ 5,618 226,000 6.31%
6 REILLY FINANCIAL ADVISORS, LLC 907 37,000 1.03%

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.