Fund Managers Voted in East Coles Equities Markets Research

7/24/2019 Fund Managers Voted in East Coles Equities Markets Research

1/30

2015 EQUITIES MARKETS RESEARCH

Total Sector BANKS

Institution 462 29 16 11

150 25 50 ACCORDIUS 1

1000 100 700 5

500 10 500 1

6000 150 350 1

18000 0 1100 AMP !UANT "

500 500 250 1

-2014

500 75 150 9

4000 500 150 5

250 50 75 #

220 25 180 24

5000 106 1500 6

2000 150 300 2"

-2014

800 0 800 1

BA$$PARK

D%UM

BA$$PARK

$PT&s

BA$$PARK

SMA$$ CAPS

A'C M(T )

RSRC* SA$%S

BUI$DIN(

MAT%RIA$S

0 0 0

ACORN

CAPITA$

$IMIT%D

0 0 0

ADAM SMIT*

ASS%T

MANA(%M%NT

0 0 0

AIR$I% +UNDSM(T

1 0 0

1 0 0

APN +UNDS

MANA(%M%NT

00 0

AR%T%

IN,%STM%NT

PARTN%RS

1 0 1

ARN*%M

IN,%STM%NT

M(T

1 1 0

ASPIRIN(

ASS%T M(T 0 0 0

AURORA

+UNDS 1 1 1

AUSBI$

IN,%STM%NT

M(T

1 0 0

AUSTRA$IANS

UP%R

0

1 1

A,OCA

IN,%STM%NT

MANA(%M%NT

0 0 0


2/30

200 50 50 9

180 30 150 2

-2014

16000 2000 1400 14

2600 20 450 CA$%DONIA 2

700 10 700 1

14000 750 12001

-2014 -2014 -2014

100 15 50 DS CAPITA$ 1

150 25 150 1

-2014

5000 50 800 5

-2014

1000 150 150 "

600 15 600 1

-2014

12500 250 500 1

6500 200 650 2#

6500 50 300 --

B$ACKROCK

IN, M(T 1 0 0

B$U%$AK%

PARTN%RS

0

0 0

BT +INANCIA$

(ROUP 1 1 0

0 0 0

C%$%ST%

+UNDS M(T 0 0 0

C+S (DP

(RO.T*

0 0 0

0 0 0

%I(*T

IN,%STM%NT

PARTN%RS

00 0

%$$%RSTON

CAPITA$

$IMIT%D

0

0 0

%!UIPSUP%R

PT/ $TD 1 1 0

+AIR,I%.

%!UIT/

PARTN%RS

0 00

+IRST STAT%

SUP%R 0 0 0

(O$DMAN

SAC*S ASS%T

M(T

1 1 1

(R%%NCAP%

CAPITA$ 1 1 1


3/30

700 55 700 24

-2014

8500 250 250 1

3000 150 280 25

2000 30 50 $1 CAPITA$ 2

-2014 -2014

1000 85 500 $*C CAPITA$ 1

50 5 35 16

8000 150 250 22

250 25 50 2

2000 50 450 6

-2014 -2014

250 50 100 2

700 85 500 "

-2014 -2014

100 25 75 -

6000 150 1300 6

0 0 0 1

400 75 400 -

-2014

I+M

IN,%STORS )

ACTI,%

0

1 1

I+M

IN,%STORS )

IND%0%D

0 0 0

INT%(RIT/ IN,

M(T 1 1 1

0

1

0

0 0 0

$ON($%AD

CAPITA$

PARTN%RS

1 0 0

MAP$%)

BRO.N

ABBOTT

1 1 0

M%RRICKS

CAPITA$ 0 0 0

MI$TON

CORPORATIO

N $IMIT%D

01

0

MONAS*

IN,%STORS 1 0 0

MONT(OM%R

/

IN,%STM%NT

MANA(%M%NT

0 0

0

NAOS ASS%T

MANA(%M%NT 1 0 0

NORT*CAP%

CAPITA$ 1 0 0

NORT*.ARD

CAPITA$ 0 0 0

OP*IR ASS%T

M(T

0

0 0


4/30

8000 1 1000 2

-2014

1500 25 350 P%N(ANA 2-

10000 550 550 -

-2014

21500 500 1200 1-

3500 50 150 "

250 0 0 2

5000 250 500 "

-2014

1400 600 950 5

-2014 -2014

500 50 150 R+ CAPITA$ 4

15000 20 200 SC*ROD%RS 5

500 5 120 2

-2014

3200 500 65 -

1000 200 250 1

-2014 -2014 -2014

150 85 30 1

-2014

500 50 75 4

-2014 -2014

PARADIC%

IN,%STM%NT

M(T

0

0 1

1 1 0

P%R%NNIA$

,A$U% M(T 1

0

0

P%RP%TUA$

IN,%STM%NTS 1 1 0

P%RP%TUA$

PRI,AT%

1 0 1

PRIM% ,A$U%

ASS%T

MANA(%M%NT

0 0 0

R%(A$ +UNDS

M(T 0 0

0

R%NAISSANC%

ASS%T

0

0

0

1 0 0

0 0 0

SMA$$CO

IN,%STM%NT

MANA(%R

0

0

0

STAT%

STR%%T

($OBA$

AD,ISORS

AUST

1 0 1

T%$STRA

SUP%R

0 0 0

TOTUS

CAPITA$

0

0 0

UBI!U%

ASS%T M(T 1

0 0


5/30

5000 1000 400 4

17000 2000 200 UNI SUP%R 6

4000 200 200 5

-2014

20000 500 750 2"

2000 100 500 9

-2014 -2014

1000 15 100 5

500 21 350 1

-2014 -2014

Institution 462 29 16 11

Total Sector BANKS

UBS ASS%T

MANA(%M%NT 1 0 0

1 0 0

,ICTORIAN

+UNDS M(T

CORP

1 1

0

,IN,A IN,

M(T 1 1 1

.AT%RMARK

+UNDS

MANA(%M%NT

PT/ $TD

0

0

0

.A,%STON%

CAPITA$ 1 0 0

.I$SON

ASS%T M(T

0 00

BA$$PARKD%UM

BA$$PARK$PT&s

BA$$PARKSMA$$ CAPS A'C M(T )

RSRC* SA$%S

BUI$DIN(

MAT%RIA$S


6/30

COMMODITI%S DATABAS% D%RI,ATI,%S %CONOMICS

11 14 2 11 - 15 14 #

-2014

-2014

-2014

CONSTRUCTI

ON AND

%N(IN%%RIN(

CORPORAT%

ACC%SS

DI, +INANCIA$

S%R,IC%S

DI,%RSI+I%D

M%TA$S

MININ(

0 0 0 0 0 0 0 0

0 0 0 0 0 1 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 00

0 0 0 0

0 0 00

0 0 0 0

0 1 0 0 0 1 0 0

0 0 0

0

0 0 0 0

0 0 0 1 0 0 0 0

1 1 0 1 0 1 1 0

0 0 0 1 0 0 0 0

1 1 0 1 0 1 1 1

0 0 0 0 0 0 0 0


7/30

-2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014

-2014 -2014

0 0 0 0 0 1 0 0

0 0

0 0 0

0 0

0

0 0 0 0 0 0 0 1

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0

0 0 0

0 0

0

0 0 0 0 0 0 0 0

00 0 0 0 0

00

0 0 0 0 0 0 0 0

0 0 0 1 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

1 1 0 0 0 1 1 1

1 1 0 1 1 1 1 1


8/30

-2014 -2014

-2014 -2014 -2014 -2014 -2014 -2014 -2014

-2014

-2014 -2014

-2014

-2014 -2014 -2014 -2014

1 1 0

0

0 1 1

0

0 0 0 0 0 0 0 0

1 1 0 0 0 1 1 1

0 0

0

0 0 0 0 0

0 0 0 0 0 0 0 0

0 1 0 0 0 1 0 0

0

0 0 1 1 1 1 0

0 0 0 0 0 0 0 0

1 1 0 00

1 10

0 0 0 0 0 0 0 0

0

0 0 0 0 1 0 0

0 0

0 0 0

0 0

0

1 0 0 0 0 0 1 1

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0


9/30

-2014

-2014

-2014 -2014 -2014 -2014

-2014

-2014 -2014

-2014

-2014

-2014 -2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014 -2014 -2014

0

0

0 0 0 0 0 0

1 1 1 0 0 1 1

0

0 0

0

0

1 0 0

0

0 1 0 0 0 0 0 1

1 0 0 0 0 0 1 0

0 0 0 0 0 0 0 1

1 1 0 1 0 0

0

0

0

0 0 0 0

0

0 0

0 0 1 1 0 0 0 0

0 0 0

0

0 0 0 0

0 0 0 0 0

0

0 0

0 0 0 0 0 0 0 0

0 0

0

0 0 0 0 0

0 0

0 0 0

0 0

0

0

1 0

0 0 0 0 0


10/30

-2014

-2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014

11 14 2 11 - 15 14 #

COMMODITI%S DATABAS% D%RI,ATI,%S %CONOMICS

0 0 0

0

0 0 0 0

0 0 0 0 0 0 1 0

0 0

0

0

0

0

1 0

0 1 0 1 0 1 1 0

0 0

0 1 0

0 0

0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

CONSTRUCTI

ON AND

%N(IN%%RIN(

CORPORAT%

ACC%SS

DI, +INANCIA$

S%R,IC%S

DI,%RSI+I%D

M%TA$S

MININ(


11/30

%N%R(/ %S( (AMIN( INSURANC%

14 5 # 11 19 1- 16 14

-2014

-2014

-2014 -2014

-2014

%!UIT/

CAPITA$

MARK%TS

+OOD

B%,%RA(%S

*%A$T*CAR%

BIOT%C*

IN+RASTRUCT

UR%

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

00 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 1 0 0

0

0 0 0 0 0 0 1 0

10 0

1 1 1 1 1

00

0 0 0 0 0 0

1 0 1 1 1 1 1 1

0 0 0 0 0 0 0 0


12/30

-2014 -2014 -2014 -2014 -2014

-2014 -2014

-2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014

-2014

-2014 -2014

0 0 0 0 1 0 0 1

0

1

0 0 0 0

0 0

0

0 0 0 1

0

0 1

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0

0

0 0 0

1

0

0 0 0 0 0 0 0 0

0 00 0 0 0 0 0

0

0

0 0 0 0 0 0

1 0 0 0 0 0 0 0

00

0 0 00

0 0

0 0 0 0 0 0 0 0

1 0 1 1 1 1 1 1

1 1 1 1 1 1 1 1


13/30

-2014

-2014 -2014 -2014 -2014 -2014 -2014 -2014

-2014

-2014 -2014 -2014 -2014 -2014 -2014

-2014

-2014 -2014 -2014 -2014 -2014 -2014

-2014

1 1

0

1 1 1 1 1

0 0 0 0 0 0 0 0

1 0 1 1 1 1 1 1

0 0 0 0

1

0 0 0

0 0 0 0 0 0 0 0

0 1 0 0 1 1 1 1

1

0

1 1 1 1 1 1

0 0 0 1 0 0 0 0

1 00 0 0 0 0 0

0 0 0 0 0 0 0 0

0

0

0 0 1 1 0 1

0 0 0 0 0 0

0 0

1 0 0 0 0 0 0 0

0 0 1 0 0 0 0 0

0

0

0 0 0 0 0 0


14/30

-2014 -2014 -2014

-2014 -2014

-2014 -2014

-2014 -2014

-2014 -2014 -2014 -2014

-2014

-2014 -2014 -2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014 -2014 -2014

0 0

0 0

0

1 0 0

0 1 0 1 1 1 0 1

0

0 0

0 0 0 0 0

1 0 0

0

1

0

1 1

0 0 1 0 0 0 0 0

0 0 0 0 0 0 0 0

0

0 0 0 0

0

0 0

0

0 0 0

0

0

1 0

0 0 0 0 0 0 0 0

0 0 0 0 0 1 0 0

0 0 0 0 0

0

0 0

1 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0

0 0

0

0

0 0

1

0 0 0


15/30

-2014 -2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014

-2014

14 5 # 11 19 1- 16 14

%N%R(/ %S( (AMIN( INSURANC%

0 0 0 0 0 0 1 0

1 0 0 0 0 0 1 0

0

0

0 0 0 0 0 0

1 0 1 1 1 1 1 1

0 0 0

1 1

0

1 0

0 0 0 0 1 0 0 0

00

0 0 0 0 0 0

%!UIT/

CAPITA$

MARK%TS

+OOD

B%,%RA(%S

*%A$T*CAR%

BIOT%C*

IN+RASTRUCT

UR%


16/30

M%DIA !UANTITATI,% R%A$ %STAT% R%TAI$

19 " 1- 19 1" - 15 #

-2014

-2014 -2014 -2014 -2014

-2014 -2014

-2014

-2014

OT*%R

M%TA$S

MININ(

PAP%R

PACKA(IN(

C*%MICA$S

R%A$ %STAT%

IN,%STM%NT

TRUSTS

D%A$IN(

SA$%S

TRADIN(

+ACI$ITATION

0 0 0 0 0 0 0 0

0 0 0 0 1 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

1 0 10

1 0 1 0

0 0 00

10 0 0

1 0 0 0 0 0 1 0

0 0 0

0

0 0 0

0

1 0 0 1 1 0 0 0

10

1 1 1 1 1 1

0 0 0 1 0 0 00

1 1 1 1 1 0 1 0

0 0 0 0 0 0 0 0


17/30

-2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014 -2014

-2014

-2014 -2014 -2014 -2014

0 0 0 0 1 0 1 0

0 0

0

0 0

0

0 0

1 0 0 1 1 0 1 1

1 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0

0

0

0

0

0

0 0 0 0 0 0 0 0

00

0 0 0 0 0 0

1 0 0

0 0 0

0

0

0 0 0 0 0 0 0 1

0 0 0 0 0 0 0 0

0 0 0 1 0 0 0 0

1 1 1 1 1 0 1 1

1 1 1 1 1 1 1 1


18/30

-2014 -2014 -2014

-2014 -2014 -2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014

-2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014 -2014

1 1 0

0

1

0

1

0

0 0 0 1 0 0 0 0

1 0 1 0 1 0 1 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

1 0 1 0 1 0 0 0

1 0

0

1 1 1

0

1

0 0 0 0 0 0 1 0

0 0 00

00

0 0

0 0 0 0 0 0 0 0

1 0 0 0 0 0 0 0

0 0

0

0

1 0

0 0

0 1 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0


19/30

-2014 -2014 -2014 -2014

-2014 -2014 -2014

-2014

-2014 -2014

-2014 -2014 -2014 -2014 -2014

-2014

-2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014 -2014 -2014 -2014

0

0

0

0

0

0

0

0

1 0 1 1 1 0 1 1

0

0 0 1 0 0

0 0

0 0 0 1 0 0

0

0

0 0 1 0 0 0 0 0

0 1 0 0 0 0 0 0

1

0 0

1 0 0 1 0

0 0

0

0

0 0

0 0

0 0 0 1 0 0 0 0

1 0 1

0

0 0 0 0

0 0 0 0 0 0 0 0

0 0 0 0 0 0 0 0

0 0 0

1

0 0 0

0

0 0

0

0 0

0

0 0

0 0

1

0 0 0 0 0


20/30

-2014

-2014 -2014 -2014 -2014 -2014

-2014 -2014 -2014 -2014 -2014

19 " 1- 19 1" - 15 #

M%DIA !UANTITATI,% R%A$ %STAT% R%TAI$

0 0 0

0

0 0 0 0

0 0 0 0 0 0 0 0

0

0 0

1

0

0

0 0

1 1 1 1 1 0 1 1

0 0 0

1

0

0 1

0

0 0 1 0 0 0 0 0

0 0 0 0 0 0 0 0

OT*%R

M%TA$S

MININ(

PAP%R

PACKA(IN(

C*%MICA$S

R%A$ %STAT%IN,%STM%NT

TRUSTS

D%A$IN(

SA$%S

TRADIN(

+ACI$ITATION


21/30

ST%%$ STRAT%(/ TRANSPORT UTI$ITI%S Sector

25 2" # 14 25 1 1# 462

1

5

1

1

"-2014

1

-2014

9

5

#

24

-2014 -2014 -2014 -2014

6

2"

1

SMA$$ AND

MID CAPS

D%A$IN(

SMA$$ AND

MID CAPS

T%$%COMMUN

ICATIONS

0 1 0 0 0 0 0

1 1 0 0 0 0 1

1 0 0 0 0 0 0

0 0 0 0 0 0 0

00

0 0 1 0 1

0 0 00

0 0 0

1 1 0 1 0 0 0

0 1 0 0 1 0 0

0 0 0 1 1 0 1

0 01 1 1

0 0

1 1 0 0 1 0 0

0 1 1 1 1 1 1

1 0 0 0 0 0 0


22/30

9

2

-2014 -2014 -2014 -2014 -2014

14

-2014

2

1

1

-2014 -2014 -2014 -2014 -2014

1

1

-2014

5

"

1

-2014

1

2#

-2014

--

1 1 0 0 1 0 0

0

1 0

0 0 0 0

0

0

0 1 1 1 1

0 0 0 0 1 0 0

1 0 0 0 0 0 0

0

0

0

0

0 0 0

0 1 0 0 0 0 0

10

0 0 0 0 0

1 1 0 0 1 0 1

1 0 0 1 0 0 0

01 0 0 0 0 0

0 0 0 0 0 0 0

10

1 1 1 1 1

1 1 1 1 1 1 1


23/30

24

1

25

2

-2014 -2014 -2014 -2014 -2014 -2014 -2014

1

16

22

-2014

2

6

-2014 -2014 -2014 -2014 -2014 -2014 -2014

2

"

-

-2014 -2014 -2014 -2014 -2014

6

1

-

1 1 1 1 1 1 1

0 0 0 0 0 0 0

0 1 1 1 1 1 1

0 0 0 0 0 0 0

1 0 0 0 0 0 0

0 1 1 0 1 1 1

1 1 0 1 1

0

0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0 1 0 0 0 0 0

1 0 0 0 1 0 0

0

1 0

0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

1 1 0 0 1 0 0


24/30

2

-2014 -2014 -2014

2-

-

-2014 -2014 -2014

1-

-2014

"

2

"

-2014 -2014 -2014

5

-2014 -2014

4

5

2

-

1

-2014 -2014 -2014 -2014 -2014 -2014 -2014

1

-2014 -2014 -2014 -2014 -2014

4

-2014 -2014 -2014 -2014 -2014 -2014 -2014

0 0

0 0

0

0 0

1 1 0 0 1 1 1

0

0 0

0 0

0 0

1

0

0 1 1 0 1

0 0 0 0 1 0 0

0 0 0 0 0 0 0

1

0 0

0 0

0

0

1 1 0

0

1

0

1

0 0 0 0 0 0 0

1 1 0 0 0 0 0

1 1 0 0 0 0 0

0 0 0 0 0 0 0

0 0 0 0 0 0 0

0

1 0

0 0 0 0

0 0 0 0 0 0 0


25/30

4

6

5

-2014 -2014 -2014

2"

9

-2014 -2014 -2014 -2014

5

1

25 2" # 14 25 1 1# 462

ST%%$ STRAT%(/ TRANSPORT UTI$ITI%S Sector

0 0 0 0 1 0 1

0 0 0 0 0 1 1

0 0 0 1

0 0 0

0 1 1 1 1 1 1

1

0 0 0

1

0

1

1 1 0 0 0 0 0

0 1 0 0 0 0 0

SMA$$ AND

MID CAPS

D%A$IN(

SMA$$ AND

MID CAPS

T%$%COMMUN

ICATIONS


26/30

Total

Institution

ACCORDIUS

AMP !UANT

ACORN

CAPITA$

$IMIT%D

ADAM SMIT*

ASS%T

MANA(%M%NT

AIR$I% +UNDSM(T

APN +UNDS

MANA(%M%NT

AR%T%

IN,%STM%NT

PARTN%RS

ARN*%M

IN,%STM%NT

M(T

ASPIRIN(

ASS%T M(T

AURORA

+UNDS

AUSBI$

IN,%STM%NT

M(T

AUSTRA$IANS

UP%R

A,OCA

IN,%STM%NT

MANA(%M%NT


27/30

CA$%DONIA

DS CAPITA$

B$ACKROCK

IN, M(T

B$U%$AK%

PARTN%RS

BT +INANCIA$

(ROUP

C%$%ST%

+UNDS M(T

C+S (DP

(RO.T*

%I(*T

IN,%STM%NT

PARTN%RS

%$$%RSTON

CAPITA$

$IMIT%D

%!UIPSUP%R

PT/ $TD

+AIR,I%.

%!UIT/

PARTN%RS

+IRST STAT%

SUP%R

(O$DMAN

SAC*S ASS%T

M(T

(R%%NCAP%

CAPITA$


28/30

$1 CAPITA$

$*C CAPITA$

I+M

IN,%STORS )

ACTI,%

I+M

IN,%STORS )

IND%0%D

INT%(RIT/ IN,

M(T

$ON($%AD

CAPITA$

PARTN%RS

MAP$%)

BRO.N

ABBOTT

M%RRICKS

CAPITA$

MI$TON

CORPORATIO

N $IMIT%D

MONAS*

IN,%STORS

MONT(OM%R

/

IN,%STM%NT

MANA(%M%NT

NAOS ASS%T

MANA(%M%NT

NORT*CAP%

CAPITA$

NORT*.ARD

CAPITA$

OP*IR ASS%T

M(T


29/30

P%N(ANA

R+ CAPITA$

SC*ROD%RS

PARADIC%

IN,%STM%NT

M(T

P%R%NNIA$

,A$U% M(T

P%RP%TUA$

IN,%STM%NTS

P%RP%TUA$

PRI,AT%

PRIM% ,A$U%

ASS%T

MANA(%M%NT

R%(A$ +UNDS

M(T

R%NAISSANC%

ASS%T

SMA$$CO

IN,%STM%NT

MANA(%R

STAT%

STR%%T

($OBA$

AD,ISORS

AUST

T%$STRA

SUP%R

TOTUS

CAPITA$

UBI!U%

ASS%T M(T


30/30

UNI SUP%R

Institution

Total

UBS ASS%T

MANA(%M%NT

,ICTORIAN

+UNDS M(T

CORP

,IN,A IN,

M(T

.AT%RMARK

+UNDS

MANA(%M%NT

PT/ $TD

.A,%STON%

CAPITA$

.I$SON

ASS%T M(T

Fund Managers Voted in East Coles Equities Markets Research

Documents

Transcript of Fund Managers Voted in East Coles Equities Markets Research