| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| PERSONAL CFO SOLUTIONS, LLC | 2,251 | 8,966 | +6,715 | 0.04 | 0.13 | +0.09 | buy |
| Sarasin & Partners LLP | 226,486 | 229,912 | +3,426 | 0.25 | 0.29 | +0.04 | buy |
| Perigon Wealth Management, LLC | 7,198 | 6,519 | -679 | 0.01 | 0.01 | -0.00 | sell |
| HANTZ FINANCIAL SERVICES, INC. | 7,406 | 5,881 | -1,525 | 0.01 | 0.01 | -0.00 | sell |
| Palouse Capital Management, Inc. | 41,486 | 39,855 | -1,631 | 2.85 | 2.70 | -0.15 | sell |