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Disclosery

Geneva Advisors, LLC: EW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on EW, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 771,536 EW shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 771,536 shares
    Change vs previous 13F +2,000 shares

    1.57% of the 13F portfolio, value $91,226,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 769,536 shares
    Change vs previous 13F -114,520 shares

    1.29% of the 13F portfolio, value $72,390,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 884,056 shares
    Change vs previous 13F -9,129 shares

    1.62% of the 13F portfolio, value $82,836,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 893,185 shares
    Change vs previous 13F +21,731 shares

    2.02% of the 13F portfolio, value $107,682,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 871,454 shares
    Change vs previous 13F +27,087 shares

    1.72% of the 13F portfolio, value $86,910,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 844,367 shares
    Change vs previous 13F +251,924 shares

    1.5% of the 13F portfolio, value $74,482,000.

    13F-HR 0001144204-16-098533 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 592,443 shares
    Change vs previous 13F +302,461 shares

    0.9% of the 13F portfolio, value $46,791,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 289,982 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $41,227,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).