Research Computing >> Data >> CDA/Spectrum Mutual Funds Historical Files

CDA/SPECTRUM MUTUAL FUNDS HISTORICAL FILES

Contents


Availability

Kellogg has subscribed to CDA/Spectrum Mutual Funds Historical Files via WRDS . The data can be accessed via WRDS' WEB or UNIX server.

Description

The Mutual Funds data includes information about common stock holdings and transactions of all mutual funds registered with the SEC plus 3,000 global funds. The data is quarterly data from 1980 to present, and it is updated annually.

Some of the data in CDA/Spectrum Mutual Funds overlaps with information included in the CDA/Spectrum 13F Institutional common stock holdings. Thomson Financial includes the 13F tape identifier.

CDA/Spectrum Mutual Funds can be accessed by Kellogg faculty and doctoral students using their WRDS accounts. MBA students may obtain a temporary account and password to the WRDS's web interface in the context of a course, if the faculty member uses it for instructional purposes and applies for a class account. Otherwise, for automatic login (controlled by IP address) from the first and second floors in the Jacobs Center, as well as the lab workstations in Wieboldt Hall, please point your web browser to wrds.wharton.upenn.edu/connect.

Vendor information

Thompson Financial Securities Data
Support phones:
(888) 989.8373
(973) 622.5200

Note: CDA/Spectrum, the original vendor, merged in 1999 with Thomson Financial Securities Data.

Accessing CDA/Spectrum Mutual Funds Historical Files

Access to CDA/Spectrum Mutual Funds data is through the WRDS web interface or its UNIX server, writing programs.

Related datasets on U.S. securities ownership:

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