Summit Global Investments - FPA CRESCENT FUND ownership

FPA CRESCENT FUND's ticker is and the CUSIP is 30254T759. A total of 7 filers reported holding FPA CRESCENT FUND in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of FPA CRESCENT FUND
ValueSharesWeighting
Q4 2021$435,000
-14.0%
11,752
-7.7%
0.03%
-6.7%
Q2 2021$506,000
+3.3%
12,738
+2.7%
0.03%
-3.2%
Q1 2021$490,00012,4010.03%
Other shareholders
FPA CRESCENT FUND shareholders Q2 2021
NameSharesValueWeighting ↓
Broderick Brian C 86,583$2,974,0001.12%
Hemenway Trust Co LLC 51,332$1,763,0000.34%
KARPAS STRATEGIES, LLC 6,584$226,0000.10%
Holloway Wealth Management, LLC 432$15,0000.01%
GLENMEDE TRUST CO NA 2,262$78,0000.00%
View complete list of FPA CRESCENT FUND shareholders