| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | 13F-HR/A | Janus Capital Management Llc | Institution | 72,879 | New Holding | 72,879 | 100 % | | | | - % | | | | | | | News Article | History of Janus Capital Management Llc Ownership Of Epoch Holding Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 89 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Amvescap Plc Ownership Of Epoch Holding Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | | Sold All | -16,222 | -100 % | | | | - % | | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Epoch Holding Corp |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 3,220 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Wells Fargo And Co Ownership Of Epoch Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 10,289 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of American International Group Inc Ownership Of Epoch Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Benchmark Capital Advisors | Institution | 30,000 | Added More | 10,000 | 50.00 % | | | | - % | | | | | | | News Article | History of Benchmark Capital Advisors Ownership Of Epoch Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Broadmark Asset Management Llc | Institution | 45,850 | Sold Some | -50 | -0.10 % | | | | - % | | | | | | | News Article | History of Broadmark Asset Management Llc Ownership Of Epoch Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Julius Baer Investment Management Llc | Institution | 178,381 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Julius Baer Investment Management Llc Ownership Of Epoch Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Kenmare Capital Partners L L C | Institution | 21,789 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Kenmare Capital Partners L L C Ownership Of Epoch Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Co Of Connecticut | Institution | | Sold All | -115,000 | -100 % | | | | - % | | | | | | | News Article | History of Northern Trust Co Of Connecticut Ownership Of Epoch Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 170,797 | Added More | 21,609 | 14.48 % | | | | - % | | | | | | | News Article | History of Northern Trust Corp Ownership Of Epoch Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Shaw D E And Co Inc | Institution | 14,359 | Sold Some | -9,104 | -38.80 % | | | | - % | | | | | | | News Article | History of Shaw D E And Co Inc Ownership Of Epoch Holding Corp |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 941 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Us Bancorp De Ownership Of Epoch Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 3,550 | Sold Some | -11,700 | -76.72 % | | | | - % | | | | | | | News Article | History of Axa Ownership Of Epoch Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 245 | Sold Some | -439 | -64.18 % | | | | - % | | | | | | | News Article | History of Barclays Plc Ownership Of Epoch Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 72 | New Holding | 72 | 100 % | | | | - % | | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Epoch Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 18,746 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Epoch Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Keybank National Association | Institution | 12,480 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Keybank National Association Ownership Of Epoch Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 2,114 | New Holding | 2,114 | 100 % | | | | - % | | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Epoch Holding Corp |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 71,786 | Added More | 11,526 | 19.12 % | | | | - % | | | | | | | News Article | History of Vanguard Group Inc Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | | Sold All | -17,089 | -100 % | | | | - % | | | | | | | News Article | History of Bank Of America Corp Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 444,510 | Added More | 21,661 | 5.12 % | | | | - % | | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Gamco Investors Inc Et Al | Institution | 1,005,954 | Added More | 44,389 | 4.61 % | | | | - % | | | | | | | News Article | History of Gamco Investors Inc Et Al Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 1,260 | New Holding | 1,260 | 100 % | | | | - % | | | | | | | News Article | History of Ing Investment Management Co Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Keeley Asset Management Corp | Institution | 2,655,920 | Sold Some | -57,310 | -2.11 % | | | | - % | | | | | | | News Article | History of Keeley Asset Management Corp Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | | Sold All | -2,200 | -100 % | | | | - % | | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 13,136 | Sold Some | -302 | -2.24 % | | | | - % | | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 433 | Added More | 27 | 6.65 % | | | | - % | | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 562 | Added More | 222 | 65.29 % | | | | - % | | | | | | | News Article | History of Padco Advisors Inc Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | | Sold All | -483 | -100 % | | | | - % | | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Epoch Holding Corp |
| 2009-11-12 | 2009-09-30 | 13F-HR | Veritable L P | Institution | 13,500 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Veritable L P Ownership Of Epoch Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Glenmede Trust Co Na | Institution | 8,920 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Epoch Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 231,100 | Sold Some | -3,700 | -1.57 % | | | | - % | | | | | | | News Article | History of Royce And Associates Llc Ownership Of Epoch Holding Corp |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 2,109 | Added More | 424 | 25.16 % | | | | - % | | | | | | | News Article | History of Ubs Ag Ownership Of Epoch Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 11,179 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Epoch Holding Corp |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 65,423 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Epoch Holding Corp |
| 2009-11-05 | 2009-09-30 | 13F-HR | Punch And Associates Investment Management Inc | Institution | 109,240 | Added More | 2,814 | 2.64 % | | | | - % | | | | | | | News Article | History of Punch And Associates Investment Management Inc Ownership Of Epoch Holding Corp |
| 2009-11-04 | 2009-09-30 | 13F-HR | Fishman Jay A Ltd Mi | Institution | 151,500 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Fishman Jay A Ltd Mi Ownership Of Epoch Holding Corp |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 373,607 | Sold Some | -2,932 | -0.77 % | | | | - % | | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Epoch Holding Corp |
| 2009-10-23 | 2009-09-30 | 13F-HR | Pinnacle Associates Ltd | Institution | 11,800 | Added More | 400 | 3.50 % | | | | - % | | | | | | | News Article | History of Pinnacle Associates Ltd Ownership Of Epoch Holding Corp |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 15,119 | Sold Some | -1,688 | -10.04 % | | | | - % | | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Epoch Holding Corp |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 28,307 | Sold Some | -5,408 | -16.04 % | | | | - % | | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Epoch Holding Corp |
| 2009-10-20 | 2009-09-30 | 13F-HR | General American Investors Co Inc | Institution | 1,666,667 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of General American Investors Co Inc Ownership Of Epoch Holding Corp |
| 2009-10-19 | 2009-09-30 | 13F-HR | Ci Investments Inc | Institution | 9,600 | Added More | 4,800 | 100.00 % | | | | - % | | | | | | | News Article | History of Ci Investments Inc Ownership Of Epoch Holding Corp |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 15,504 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Epoch Holding Corp |
| 2009-10-14 | 2009-09-30 | 13F-HR | Dalton Greiner Hartman Maher And Co | Institution | 631,212 | Sold Some | -113,766 | -15.27 % | | | | - % | | | | | | | News Article | History of Dalton Greiner Hartman Maher And Co Ownership Of Epoch Holding Corp |
| 2009-10-13 | 2009-09-30 | 13F-HR | Private Wealth Partners Llc | Institution | 152,575 | Sold Some | -8,400 | -5.21 % | | | | - % | | | | | | | News Article | History of Private Wealth Partners Llc Ownership Of Epoch Holding Corp |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 19,983 | Added More | 100 | 0.50 % | | | | - % | | | | | | | News Article | History of Rhumbline Advisers Ownership Of Epoch Holding Corp |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 422,849 | Added More | 126,955 | 42.90 % | | | | - % | | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Epoch Holding Corp |
| 2009-09-10 | 2009-06-30 | 13F-HR/A | Veritable L P | Institution | 13,500 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Veritable L P Ownership Of Epoch Holding Corp |
| 2009-09-10 | 2009-03-31 | 13F-HR/A | Veritable L P | Institution | 13,500 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Veritable L P Ownership Of Epoch Holding Corp |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 89 | Sold Some | -89 | -50.00 % | | | | - % | | | | | | | News Article | History of Amvescap Plc Ownership Of Epoch Holding Corp |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 3,220 | No Change | 0 | 0 % | | | | - % | | | | | | | News Article | History of Wells Fargo And Co Ownership Of Epoch Holding Corp |
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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss! There has been no adjustmentsfor splits! |
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