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As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
11/14/14 | 9/30/14 | 453 | $1,150 |
| Banyan Partners, LLC | |||||||||
23 | $1 |
| Cambiar Investors LLC | |||||||||||
11 | $1 |
| Neuberger Berman LLC | |||||||||||
21 | $1 |
| Pinnacle Associates Ltd. | |||||||||||
8/8/14 | 6/30/14 | 443 | $1,159 |
| Banyan Partners, LLC | |||||||||
and 3 Other Managers | ||||||||||||||
5/13/14 | 3/31/14 | 456 | $1,115 |
| Banyan Partners, LLC | |||||||||
and 3 Other Managers | ||||||||||||||
2/12/14 | 12/31/13 | 455 | $1,424 |
| Banyan Partners, LLC | |||||||||
and 3 Other Managers | ||||||||||||||
11/4/13 | 9/30/13 | 550 | $1,082 |
| Banyan Partners, LLC | |||||||||
49 | $5 |
| Boston Common Asset Management, LLC | |||||||||||
48 | $5 |
| Boston Trust Walden Co. [ formerly Boston Trust & Investment Management Co. ] | |||||||||||
24 | $11 |
| Coho Partners, Ltd. | |||||||||||
2 | $0 |
| Conestoga Capital Advisors, LLC | |||||||||||
36 | $12 |
| Mar Vista Investment Partners LLC | |||||||||||
9 | $2 |
| WCM Investment Management, LLC | |||||||||||
and 3 Other Managers | ||||||||||||||
8/15/13 | 6/30/13 | 174 | $508 |
| Banyan Partners, LLC |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
11/14/14 | 9/30/14 | 453 | $1,150 |
| Banyan Partners, LLC | |||||||||
23 | $1 |
| Cambiar Investors LLC | |||||||||||
11 | $1 |
| Neuberger Berman LLC | |||||||||||
21 | $1 |
| Pinnacle Associates Ltd. | |||||||||||
8/8/14 | 6/30/14 | 443 | $1,159 |
| Banyan Partners, LLC | |||||||||
and 3 Other Managers | ||||||||||||||
5/13/14 | 3/31/14 | 456 | $1,115 |
| Banyan Partners, LLC | |||||||||
and 3 Other Managers | ||||||||||||||
2/12/14 | 12/31/13 | 455 | $1,424 |
| Banyan Partners, LLC | |||||||||
and 3 Other Managers | ||||||||||||||
11/4/13 | 9/30/13 | 550 | $1,082 |
| Banyan Partners, LLC | |||||||||
49 | $5 |
| Boston Common Asset Management, LLC | |||||||||||
48 | $5 |
| Boston Trust Walden Co. [ formerly Boston Trust & Investment Management Co. ] | |||||||||||
24 | $11 |
| Coho Partners, Ltd. | |||||||||||
2 | $0 |
| Conestoga Capital Advisors, LLC | |||||||||||
36 | $12 |
| Mar Vista Investment Partners LLC | |||||||||||
9 | $2 |
| WCM Investment Management, LLC | |||||||||||
and 3 Other Managers | ||||||||||||||
8/15/13 | 6/30/13 | 174 | $508 |
| Banyan Partners, LLC |
Latest Filing | Filing Agentª, Registrant or SEC — SEC # | Filings | |||||||
---|---|---|---|---|---|---|---|---|---|
Type | |||||||||
11/14/14 | 13F-HR | No Filing Agent: Self-filed — 1483499 | 19 | ||||||
4/27/10 | 13F-HR |
| Marketcounsel LLC/FA — 1221073 | 2 | |||||
Total: | 21 | ||||||||
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