Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 9 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2021 | 31 |
GLENMEDE TRUST CO NA | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2020 | 21 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
QUADRANT CAPITAL GROUP LLC | 18 | 18 | 0.00% | 0.05% | 0.15% | Q3 2015 | Q4 2019 | 18 |
Lester Murray Antman dba SimplyRich | 14 | 2 | 0.08% | 0.13% | 0.22% | Q1 2018 | Q1 2023 | 16 |
SVB WEALTH LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.24% | 0.41% | Q2 2017 | Q2 2020 | 13 |
AMERICAN NATIONAL INSURANCE CO | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2021 | 13 |
REILLY FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 12 |
Intercontinental Wealth Advisors, LLC | 9 | 1 | 0.11% | 0.16% | 0.18% | Q1 2017 | Q4 2019 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8 | 8 | 0.14% | 0.20% | 0.24% | Q1 2015 | Q4 2016 | 8 |
Freedom Investment Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
D'Orazio & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 5 |
Aperio Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Weaver C. Barksdale & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own Sun Hung Kai Properties Ltd or have owned Sun Hung Kai Properties Ltd in the past.