Colony Group Inc
- Assets, Funds, Holdings
Colony Group Inc
|
CRD # | 111806 |
SEC # | 801-27451 |
CIK # | 0001467076, 0001080628, 0001542153 |
AUM |
|
Employees |
|
Phone | 617-723-8200 |
Address | 199 State St Boston, MA 02109 |
Source |
[IAPD]
[EDGAR]
[Website]
|
Total AUM ($MM)
|
|
Sector |
Form 13F Holdings |
Cap ($BB) |
Value ($BB) |
|
MSFT
|
1,918.2 |
0.0 |
|
AAPL
|
2,382.8 |
0.0 |
|
PEP
|
226.8 |
0.0 |
|
JPM
|
340.2 |
0.0 |
|
GOOGL
|
1,475.1 |
0.0 |
|
UNH
|
477.0 |
0.0 |
|
CVX
|
294.6 |
0.0 |
|
MRK
|
232.4 |
0.0 |
|
PG
|
338.1 |
0.0 |
|
MA
|
309.6 |
0.0 |
View All
|
Holdings by Sector ($BB) |
|
AUM Breakdown |
Accounts |
AUM ($MM) |
By Client Type |
(a) Individuals (other than high net worth individuals) |
0
|
0.0 |
(b) Individuals (high net worth individuals) |
0
|
0.0 |
(c) Banking or thrift institutions |
0
|
0.0 |
(d) Investment companies |
0
|
0.0 |
(e) Business development companies |
0 |
0.0 |
(f) Pooled investment vehicles |
0 |
0.0 |
(g) Pension and profit sharing plans |
0 |
0.0 |
(h) Charitable organizations |
0 |
0.0 |
(i) State or municipal government entities |
0 |
0.0 |
(j) Other investment advisers |
0 |
0.0 |
(k) Insurance companies |
0 |
0.0 |
(l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
(m) Corporations or other businesses not listed above |
0 |
0.0 |
(n) Other |
0 |
0.0 |
Total |
1,345 |
462.4 |
By Discretionary |
Discretionary |
843 |
409.6 |
Non-Discretionary |
502 |
52.9 |
Total |
1,345 |
462.4 |
By Non-United States Persons |
Non-United States Persons |
|
0.0 |
United States Persons |
|
462.4 |
Total |
1,345 |
462.4 |
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