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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20170406 Period of Report: 20170331 SEC Accession No. 000163255417000004

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How to fill out trust co form 13f-hr

01

Step 1: Obtain the Trust Co Form 13F-HR from the Securities and Exchange Commission (SEC) website or through your trusted legal advisor.

02

Step 2: Begin by filling out the basic information section at the top of the form, including the name of the reporting institutional investment manager, the SEC file number, and the date of filing.

03

Step 3: Provide the required information about the company filing the form, such as the complete legal name, address, contact information, and the type of organization.

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Step 4: Specify the type of report being filed, whether it is an initial report, an amendment, or a quarterly/yearly report.

05

Step 5: Enter the reporting period covered by the form, including the beginning and ending dates.

06

Step 6: Complete the table with details of each security or investment over which the reporting person exercises investment discretion.

07

Step 7: Include the name and class of the security, the CUSIP number, the value, and the type of investment made (long or short).

08

Step 8: Attach any additional sheets if there is insufficient space in the provided table to list all the required information.

09

Step 9: Review the completed form for accuracy and ensure all necessary fields are filled out correctly.

10

Step 10: Sign and date the form, certifying its accuracy and completeness, and retain a copy for your records.

11

Step 11: Submit the completed Trust Co Form 13F-HR to the SEC by the specified filing deadline.

12

Step 12: Monitor any updates or further filings required by the SEC regarding the Form 13F-HR.

Who needs trust co form 13f-hr?

01

Trust Co Form 13F-HR is required to be filed by institutional investment managers who exercise investment discretion over certain assets. Specifically, these managers must file the form if they manage investments with an aggregate fair market value of at least $100 million or more as of the end of the reporting period. This requirement is applicable to banks, trusts, and other financial institutions that meet the specified criteria.

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What is trust co form 13f-hr?

Trust Co form 13F-HR is a filing that institutional investment managers must submit to the SEC to report their holdings of publicly traded securities.

Who is required to file trust co form 13f-hr?

Institutional investment managers with assets under management of $100 million or more are required to file Trust Co form 13F-HR.

How to fill out trust co form 13f-hr?

Trust Co form 13F-HR can be filled out electronically using the SEC's EDGAR system. Managers must provide details of their holdings, including the name of the security, ticker symbol, and the number of shares held.

What is the purpose of trust co form 13f-hr?

The purpose of Trust Co form 13F-HR is to provide transparency into the investment activities of institutional investment managers, which can help investors make informed decisions.

What information must be reported on trust co form 13f-hr?

Information such as the name of the security, the class of the security, the CUSIP number, the number of shares held, and the market value of the holdings must be reported on Trust Co form 13F-HR.

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