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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20190213 Period of Report: 20181231 SEC Accession No. 000035420419000004

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How to fill out form 13f-reports filed by

01

To fill out form 13F-reports, follow these steps:

02

Obtain the form: Obtain the official form 13F-reports from the U.S. Securities and Exchange Commission (SEC) website or other reliable sources.

03

Read instructions: Take the time to carefully read and understand the instructions provided with the form. It will help you correctly fill out the required information.

04

Identify reporting entity: Provide the required information about the reporting entity, such as its name, address, and Central Index Key (CIK) number.

05

Report holdings: Disclose the holdings of the reporting entity as of the end of the reporting period. This includes providing detailed information about each security held, including the name, title, class, CUSIP number, value, and quantity of shares held.

06

Provide information on investment advisers: If the reporting entity employs or retains investment advisers, provide the required information about them, including their name, address, and CIK number.

07

Submit the form: Once you have completed filling out the form accurately, submit it to the SEC as per their instructions. Make sure to retain a copy for your records.

Who needs form 13f-reports filed by?

01

Form 13F-reports filed by certain institutional investment managers who manage assets exceeding $100 million in certain types of securities.

02

These managers are required by the SEC to file form 13F-reports to provide transparency and allow the public to monitor their investment activities.

03

Additionally, investors, researchers, and regulatory bodies often utilize form 13F-reports to understand the holdings and investment strategies of these institutional investment managers.

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What is form 13f-reports filed by?

Form 13F is a quarterly report that institutional investment managers must file with the Securities and Exchange Commission (SEC) to disclose their equity holdings.

Who is required to file form 13f-reports filed by?

Institutional investment managers who manage over $100 million in securities are required to file Form 13F.

How to fill out form 13f-reports filed by?

Form 13F is filled out by listing the names of securities owned, the amount owned, and their portfolio values, along with the manager's identifying information, and then submitted electronically through the SEC's EDGAR system.

What is the purpose of form 13f-reports filed by?

The purpose of Form 13F is to provide transparency and insight into the equity holdings of large institutional investors, helping to promote market transparency.

What information must be reported on form 13f-reports filed by?

Form 13F must report the names of the issuers of the securities, the class of the securities, the number of shares owned, and the fair market value of the holdings.

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