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

Institutional Holders (2016Q2)
Portfolio Summary: 3 Institutional holders with a total value of $501,478.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 881 33,478 6.68%
2 ZEVIN ASSET MANAGEMENT LLC 5,648 215,000 42.87%
3 GOFEN & GLOSSBERG LLC /IL/ 6,659 253,000 50.45%

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.