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Web Service Operations SEC Filings: Mutual Fund Portfolio Holdings

This web service provides mutual fund holdings disclosure filed by US registered funds companies.

By U.S. securities law, mutual funds are required to disclose portfolio holdings by filing quarterly reports with the SEC. In these filings, mutual funds are required to list the securities they hold and for what amount. This web service provides a data feed to access all portfolio holdings information filed by U.S. mutual funds. It is updated daily within 30 days of filing.

The following features are supported:

  • Database updated with 15 days of filing
  • Top 5, 10, and 20 holdings.
  • Daily, monthly, quarterly or annual updates.
  • Holdings by fund.
  • Holders by security.
  • Percentage of fund by security.
  • Percentage of shares outstanding by fund.
  • Original filing information.
  • Historical information starting Q3 2007.

Applications

XigniteFundHoldings gives you the flexibility to integrate mutual fund portfolio holdings into different applications to meet the specific needs of your business and industry. The applications listed below illustrate the wide range of business processes that this web service supports:

  • Portfolio analytical engines.
  • Investment analyst desktops.
  • Investor web sites.

Benefits

  • Zero Infrastructure. Since data is available on-demand, no need to waste money on infrastructure.
  • Easy To Integrate. By using SOA standards, you can pull the data you need in minutes.
  • Pay-As-You-Go. Choose from our pay-as-you-go subscriptions, and only pay for the data you need.
  • Test and try before you buy.
  • Subscribe online and get started today.

Source

Information provided by Overlap.

 
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