Wheelock and Co Ltd (WHLKY)
Institutional ownership reported to the SEC as of Q2 2020, across 7 quarters.
1
Reporting holders
$32.2M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | $32.2M | 399,758 | 0.02% | 7q | -1.9%-$621.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2020 | 1 | $32.2M | 399,758 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $27.9M | 408,819 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 3 | $26.0M | 387,774 | 0 | 2 | 1 | 0.0% |
| Q3 2019 | 3 | $18.2M | 320,019 | 2 | 1 | 0 | 0.0% |
| Q2 2019 | 1 | $4.5M | 62,425 | 0 | 1 | 0 | 0.0% |
| Q1 2019 | 2 | $2.0M | 26,871 | 1 | 0 | 0 | 0.0% |
| Q4 2018 | 1 | $1.5M | 26,896 | 0 | 0 | 0 | 0.0% |