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Parnassus Equity Income
Parnassus Equity Income. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 4 Institutional holders with a total value of $509,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 REILLY FINANCIAL ADVISORS, LLC 554 21,000 4.13%
2 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 569 22,000 4.32%
3 ZEVIN ASSET MANAGEMENT LLC 5,686 215,000 42.24%
4 GOFEN & GLOSSBERG LLC /IL/ 6,645 251,000 49.31%

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.