$443 Million is the total value of SCHMIDT P J INVESTMENT MANAGEMENT INC's 156 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 8.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $28,273,000 | +10.9% | 214,251 | -2.0% | 6.38% | +3.0% |
SNDR | Sell | SCHNEIDER NATIONAL INCcl b | $27,639,000 | -10.3% | 1,316,154 | -0.4% | 6.24% | -16.7% |
MSFT | Buy | MICROSOFT CORP | $25,194,000 | +9.2% | 108,612 | +0.4% | 5.69% | +1.4% |
AGG | Buy | ISHARES TRcore us aggbd et | $15,372,000 | +4.3% | 131,041 | +4.9% | 3.47% | -3.2% |
GVI | Buy | ISHARES TRintrm gov cr etf | $15,304,000 | +0.5% | 130,582 | +0.8% | 3.46% | -6.8% |
AMZN | Buy | AMAZON COM INC | $13,505,000 | -1.3% | 4,212 | +1.2% | 3.05% | -8.4% |
ABT | Buy | ABBOTT LABS | $11,346,000 | +15.1% | 91,803 | +1.2% | 2.56% | +6.8% |
NEE | Buy | NEXTERA ENERGY INC | $10,932,000 | +10.7% | 135,175 | +3.7% | 2.47% | +2.7% |
GOOG | Buy | ALPHABET INCcap stk cl c | $10,388,000 | +16.2% | 5,659 | +1.5% | 2.35% | +7.8% |
V | Buy | VISA INC | $9,492,000 | +4.7% | 49,119 | +3.0% | 2.14% | -2.8% |
DIS | Buy | DISNEY WALT CO | $9,076,000 | +37.7% | 53,967 | +1.0% | 2.05% | +27.9% |
UNH | Buy | UNITEDHEALTH GROUP INC | $9,077,000 | +4.8% | 27,210 | +0.7% | 2.05% | -2.8% |
PG | Buy | PROCTER AND GAMBLE CO | $9,044,000 | -8.4% | 70,539 | +1.8% | 2.04% | -15.0% |
PEP | Buy | PEPSICO INC | $8,618,000 | +0.3% | 63,103 | +2.1% | 1.95% | -6.9% |
MCD | Sell | MCDONALDS CORP | $8,247,000 | -7.1% | 39,679 | -0.3% | 1.86% | -13.8% |
BLK | Sell | BLACKROCK INC | $7,943,000 | +13.2% | 11,327 | -0.8% | 1.79% | +5.0% |
JNJ | Buy | JOHNSON & JOHNSON | $7,615,000 | +16.8% | 46,683 | +2.5% | 1.72% | +8.4% |
HON | Sell | HONEYWELL INTL INC | $7,551,000 | +16.2% | 38,650 | -0.8% | 1.70% | +7.8% |
LLY | Buy | LILLY ELI & CO | $7,066,000 | +61.8% | 33,978 | +2.6% | 1.60% | +50.1% |
UNP | Buy | UNION PAC CORP | $6,950,000 | +10.0% | 35,197 | +0.0% | 1.57% | +2.1% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $6,395,000 | -3.3% | 116,809 | +1.4% | 1.44% | -10.3% |
NKE | Sell | NIKE INCcl b | $6,135,000 | +0.5% | 45,928 | -3.7% | 1.38% | -6.7% |
HD | Buy | HOME DEPOT INC | $5,411,000 | +2.0% | 19,980 | +4.3% | 1.22% | -5.3% |
CMCSA | Buy | COMCAST CORP NEWcl a | $5,090,000 | +18.6% | 102,683 | +3.9% | 1.15% | +10.2% |
PNC | Sell | PNC FINL SVCS GROUP INC | $5,082,000 | +25.6% | 35,412 | -4.4% | 1.15% | +16.5% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,058,000 | +0.5% | 22,198 | -8.7% | 1.14% | -6.8% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $4,784,000 | +3.1% | 86,295 | +2.3% | 1.08% | -4.3% |
JPM | Sell | JPMORGAN CHASE & CO | $4,635,000 | +26.1% | 36,019 | -2.7% | 1.05% | +17.0% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $4,485,000 | +5.9% | 27,165 | -6.4% | 1.01% | -1.7% |
ADI | Buy | ANALOG DEVICES INC | $4,434,000 | +28.4% | 30,093 | +4.8% | 1.00% | +19.2% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,263,000 | +258.2% | 13,552 | +222.1% | 0.96% | +232.1% |
ITW | Sell | ILLINOIS TOOL WKS INC | $4,069,000 | -4.1% | 20,950 | -1.9% | 0.92% | -11.0% |
MRK | Sell | MERCK & CO. INC | $4,003,000 | -3.2% | 51,935 | -2.0% | 0.90% | -10.1% |
ABBV | Buy | ABBVIE INC | $3,898,000 | +24.4% | 38,038 | +0.4% | 0.88% | +15.3% |
ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $3,761,000 | +16.0% | 34,080 | +2.6% | 0.85% | +7.6% |
JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $3,689,000 | -29.7% | 72,612 | -29.7% | 0.83% | -34.7% |
AMT | Buy | AMERICAN TOWER CORP NEW | $3,638,000 | -0.0% | 16,001 | +3.8% | 0.82% | -7.2% |
IVV | Sell | ISHARES TRcore s&p500 etf | $3,617,000 | -15.6% | 9,735 | -22.9% | 0.82% | -21.7% |
WMT | Buy | WALMART INC | $3,614,000 | +0.6% | 25,722 | +2.3% | 0.82% | -6.6% |
INTC | Sell | INTEL CORP | $3,503,000 | +12.1% | 63,106 | -7.8% | 0.79% | +4.1% |
BDX | Buy | BECTON DICKINSON & CO | $3,455,000 | +12.1% | 13,196 | +4.5% | 0.78% | +4.0% |
CLX | Buy | CLOROX CO DEL | $3,421,000 | +4.4% | 16,331 | +6.7% | 0.77% | -3.0% |
CRM | Buy | SALESFORCE COM INC | $3,133,000 | -6.2% | 13,890 | +4.1% | 0.71% | -12.9% |
SYK | Buy | STRYKER CORPORATION | $2,997,000 | +4.8% | 13,558 | +1.1% | 0.68% | -2.7% |
ALL | Buy | ALLSTATE CORP | $2,977,000 | +27.0% | 27,777 | +5.5% | 0.67% | +17.7% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $2,898,000 | -3.2% | 9,164 | -3.0% | 0.65% | -10.3% |
MUB | Buy | ISHARES TRnational mun etf | $2,617,000 | +31.7% | 22,252 | +29.2% | 0.59% | +22.1% |
DLR | Buy | DIGITAL RLTY TR INC | $2,485,000 | +4.4% | 17,266 | +9.3% | 0.56% | -3.1% |
PYPL | Buy | PAYPAL HLDGS INC | $2,217,000 | +35.0% | 9,461 | +15.5% | 0.50% | +25.2% |
D | Sell | DOMINION ENERGY INC | $2,135,000 | -19.7% | 29,291 | -9.2% | 0.48% | -25.5% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC | $2,024,000 | +12.5% | 3,971 | +8.0% | 0.46% | +4.3% |
CSCO | Sell | CISCO SYS INC | $1,877,000 | +0.4% | 42,107 | -17.0% | 0.42% | -6.8% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,726,000 | +1.8% | 28,090 | -2.6% | 0.39% | -5.3% |
DUK | Sell | DUKE ENERGY CORP NEW | $1,726,000 | -7.9% | 18,363 | -8.8% | 0.39% | -14.5% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,728,000 | +1.6% | 10,847 | +2.4% | 0.39% | -5.8% |
USMV | Sell | ISHARES TRmsci usa min vol | $1,678,000 | -5.8% | 25,418 | -9.3% | 0.38% | -12.7% |
FLTB | Buy | FIDELITY MERRIMACK STR TRltd trm bd etf | $1,620,000 | +43.6% | 30,692 | +43.2% | 0.37% | +33.1% |
IUSB | Sell | ISHARES TRcore total usd | $1,548,000 | -37.1% | 28,526 | -37.1% | 0.35% | -41.6% |
ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,518,000 | -0.9% | 3,309 | +3.3% | 0.34% | -8.0% |
LMT | Sell | LOCKHEED MARTIN CORP | $1,417,000 | -13.8% | 4,402 | -3.0% | 0.32% | -20.0% |
EL | Buy | LAUDER ESTEE COS INCcl a | $1,412,000 | +6.9% | 5,967 | +4.3% | 0.32% | -0.6% |
YUM | Sell | YUM BRANDS INC | $1,366,000 | +3.4% | 13,456 | -0.2% | 0.31% | -4.0% |
ISTB | Sell | ISHARES TRcore 1 5 yr usd | $1,348,000 | -2.6% | 26,099 | -2.9% | 0.30% | -9.8% |
FB | Buy | FACEBOOK INCcl a | $1,340,000 | -7.7% | 5,186 | +1.2% | 0.30% | -14.2% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,288,000 | +74.8% | 9,400 | +65.3% | 0.29% | +62.6% |
VRTX | Buy | VERTEX PHARMACEUTICALS INC | $1,284,000 | +65.9% | 5,604 | +53.6% | 0.29% | +54.3% |
SBUX | STARBUCKS CORP | $1,208,000 | +7.5% | 12,479 | 0.0% | 0.27% | -0.4% | |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $1,199,000 | +37.5% | 23,869 | -1.4% | 0.27% | +27.8% |
SHV | Sell | ISHARES TRshort treas bd | $1,189,000 | -3.3% | 10,754 | -3.2% | 0.27% | -10.0% |
WEC | Buy | WEC ENERGY GROUP INC | $1,193,000 | +2.0% | 13,415 | +17.5% | 0.27% | -5.6% |
MUNI | Buy | PIMCO ETF TRinter mun bd act | $1,190,000 | +1.9% | 20,881 | +0.1% | 0.27% | -5.3% |
ROP | Buy | ROPER TECHNOLOGIES INC | $1,139,000 | +210.4% | 2,900 | +212.2% | 0.26% | +188.8% |
T | Sell | AT&T INC | $1,093,000 | -7.8% | 38,186 | -13.3% | 0.25% | -14.5% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $1,092,000 | +34.5% | 12,004 | +19.7% | 0.25% | +24.7% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $1,087,000 | +14.2% | 8,802 | +27.5% | 0.24% | +5.6% |
SYY | Sell | SYSCO CORP | $1,066,000 | +12.6% | 14,911 | -8.2% | 0.24% | +4.8% |
SHM | SPDR SER TRnuveen blmbrg sr | $1,068,000 | +0.1% | 21,429 | 0.0% | 0.24% | -7.3% | |
GIS | Sell | GENERAL MLS INC | $1,004,000 | -5.1% | 17,275 | -0.2% | 0.23% | -11.7% |
VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $986,000 | 0.0% | 10,238 | -0.2% | 0.22% | -7.1% |
TRV | Sell | TRAVELERS COMPANIES INC | $979,000 | +8.7% | 7,185 | -5.0% | 0.22% | +0.9% |
TWLO | Buy | TWILIO INCcl a | $963,000 | +34.5% | 2,678 | +7.1% | 0.22% | +24.7% |
VRNS | VARONIS SYS INC | $955,000 | +44.3% | 5,400 | 0.0% | 0.22% | +34.2% | |
BOND | Buy | PIMCO ETF TRactive bd etf | $949,000 | +14.6% | 8,431 | +14.1% | 0.21% | +5.9% |
TRU | Buy | TRANSUNION | $937,000 | +12.5% | 10,760 | +4.1% | 0.21% | +4.4% |
MBB | Buy | ISHARES TRmbs etf | $931,000 | +0.9% | 8,440 | +0.8% | 0.21% | -6.7% |
AVGO | Sell | BROADCOM INC | $920,000 | +20.9% | 2,042 | -3.5% | 0.21% | +12.4% |
VEEV | Buy | VEEVA SYS INC | $921,000 | +29.5% | 3,331 | +41.7% | 0.21% | +20.2% |
QQEW | FIRST TR NAS100 EQ WEIGHTED | $905,000 | +14.3% | 9,012 | 0.0% | 0.20% | +5.7% | |
TSLA | Sell | TESLA INC | $905,000 | +69.2% | 1,141 | -9.4% | 0.20% | +56.9% |
XOM | Sell | EXXON MOBIL CORP | $901,000 | +25.7% | 20,086 | -8.1% | 0.20% | +16.7% |
GLD | Sell | SPDR GOLD TR | $820,000 | -5.1% | 4,750 | -1.6% | 0.18% | -11.9% |
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $778,000 | +1.0% | 14,463 | +2.7% | 0.18% | -5.9% |
XLK | SELECT SECTOR SPDR TRtechnology | $728,000 | +10.6% | 5,647 | 0.0% | 0.16% | +2.5% | |
CVX | CHEVRON CORP NEW | $718,000 | +22.5% | 8,425 | 0.0% | 0.16% | +13.3% | |
MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $700,000 | +0.3% | 6,852 | +0.1% | 0.16% | -7.1% |
QUAL | Buy | ISHARES TRmsci usa qlt fct | $693,000 | +47.8% | 6,136 | +37.1% | 0.16% | +37.7% |
MMM | 3M CO | $690,000 | +9.0% | 3,930 | 0.0% | 0.16% | +1.3% | |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $672,000 | +4.0% | 2,646 | +29.8% | 0.15% | -3.2% |
IUSG | Buy | ISHARES TRcore s&p us gwt | $654,000 | +118.0% | 7,400 | +100.0% | 0.15% | +102.7% |
ZS | Buy | ZSCALER INC | $652,000 | +82.1% | 3,264 | +35.5% | 0.15% | +69.0% |
SPGI | Buy | S&P GLOBAL INC | $637,000 | +104.8% | 2,011 | +113.9% | 0.14% | +89.5% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $579,000 | +40.9% | 317 | +23.3% | 0.13% | +31.0% |
SCHP | SCHWAB STRATEGIC TRus tips etf | $582,000 | +1.2% | 9,343 | 0.0% | 0.13% | -6.4% | |
MDT | MEDTRONIC PLC | $558,000 | +5.9% | 5,010 | 0.0% | 0.13% | -1.6% | |
PM | PHILIP MORRIS INTL INC | $537,000 | +11.6% | 6,741 | 0.0% | 0.12% | +3.4% | |
COST | Buy | COSTCO WHSL CORP NEW | $534,000 | +31.5% | 1,515 | +39.0% | 0.12% | +22.2% |
GPC | GENUINE PARTS CO | $530,000 | 0.0% | 5,650 | 0.0% | 0.12% | -7.0% | |
SNBR | SLEEP NUMBER CORP | $517,000 | +66.2% | 4,800 | 0.0% | 0.12% | +53.9% | |
LQD | Sell | ISHARES TRiboxx inv cp etf | $519,000 | -1.1% | 3,825 | -1.3% | 0.12% | -8.6% |
VXF | VANGUARD INDEX FDSextend mkt etf | $507,000 | +24.6% | 3,000 | 0.0% | 0.11% | +15.2% | |
STIP | Buy | ISHARES TR0-5 yr tips etf | $497,000 | +3.5% | 4,738 | +2.3% | 0.11% | -4.3% |
CEF | Buy | SPROTT PHYSICAL GOLD & SILVEtr unit | $492,000 | +33.3% | 25,975 | +33.0% | 0.11% | +23.3% |
SUB | Buy | ISHARES TRshrt nat mun etf | $485,000 | +141.3% | 4,480 | +140.6% | 0.11% | +124.5% |
FISV | Sell | FISERV INC | $482,000 | +2.1% | 4,694 | -3.9% | 0.11% | -5.2% |
FIVE | Buy | FIVE BELOW INC | $450,000 | +39.8% | 2,562 | +7.7% | 0.10% | +30.8% |
MTUM | Sell | ISHARES TRmsci usa mmentm | $440,000 | +6.0% | 2,684 | -4.3% | 0.10% | -2.0% |
BSX | Sell | BOSTON SCIENTIFIC CORP | $434,000 | -13.5% | 12,253 | -12.0% | 0.10% | -19.7% |
KMB | KIMBERLY-CLARK CORP | $413,000 | -1.9% | 3,125 | 0.0% | 0.09% | -8.8% | |
PAYX | PAYCHEX INC | $411,000 | +6.5% | 4,707 | 0.0% | 0.09% | -1.1% | |
IWV | ISHARES TRrussell 3000 etf | $401,000 | +12.0% | 1,800 | 0.0% | 0.09% | +4.6% | |
IBM | New | INTERNATIONAL BUSINESS MACHS | $404,000 | – | 3,390 | +100.0% | 0.09% | – |
ARKK | Buy | ARK ETF TRinnovation etf | $395,000 | +93.6% | 2,874 | +38.6% | 0.09% | +78.0% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $385,000 | -19.5% | 4,762 | -7.8% | 0.09% | -25.0% |
EPD | ENTERPRISE PRODS PARTNERS L | $382,000 | +17.2% | 18,860 | 0.0% | 0.09% | +8.9% | |
BX | BLACKSTONE GROUP INC | $363,000 | +29.6% | 5,400 | 0.0% | 0.08% | +20.6% | |
NVDA | Buy | NVIDIA CORPORATION | $362,000 | +79.2% | 697 | +84.9% | 0.08% | +67.3% |
USB | Sell | US BANCORP DEL | $351,000 | -4.4% | 8,200 | -14.3% | 0.08% | -11.2% |
SO | SOUTHERN CO | $345,000 | -2.3% | 5,855 | 0.0% | 0.08% | -9.3% | |
NFLX | Buy | NETFLIX INC | $336,000 | +43.6% | 632 | +31.9% | 0.08% | +33.3% |
IAU | Buy | ISHARES GOLD TRUSTishares | $334,000 | +82.5% | 19,015 | +89.4% | 0.08% | +66.7% |
MO | New | ALTRIA GROUP INC | $308,000 | – | 7,499 | +100.0% | 0.07% | – |
PFE | Buy | PFIZER INC | $307,000 | +38.9% | 8,550 | +44.9% | 0.07% | +27.8% |
BIV | VANGUARD BD INDEX FDSintermed term | $293,000 | -1.0% | 3,176 | 0.0% | 0.07% | -8.3% | |
MELI | Buy | MERCADOLIBRE INC | $288,000 | +43.3% | 162 | +3.2% | 0.06% | +32.7% |
KO | Sell | COCA COLA CO | $290,000 | -3.7% | 6,022 | -0.3% | 0.06% | -11.0% |
CL | Sell | COLGATE PALMOLIVE CO | $287,000 | -1.4% | 3,675 | -0.3% | 0.06% | -8.5% |
GWW | GRAINGER W W INC | $273,000 | +1.9% | 750 | 0.0% | 0.06% | -4.6% | |
EMR | EMERSON ELEC CO | $270,000 | +18.4% | 3,400 | 0.0% | 0.06% | +10.9% | |
CRWD | New | CROWDSTRIKE HLDGS INCcl a | $270,000 | – | 1,250 | +100.0% | 0.06% | – |
BMRN | Sell | BIOMARIN PHARMACEUTICAL INC | $260,000 | +3.2% | 3,144 | -5.0% | 0.06% | -3.3% |
TIP | ISHARES TRtips bd etf | $263,000 | +1.5% | 2,053 | 0.0% | 0.06% | -6.3% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $256,000 | +8.5% | 2,225 | 0.0% | 0.06% | +1.8% | |
BCE | Sell | BCE INC | $259,000 | -0.4% | 6,115 | -1.2% | 0.06% | -7.9% |
IMTM | New | ISHARES TRmsci intl moment | $254,000 | – | 6,824 | +100.0% | 0.06% | – |
PLUG | New | PLUG POWER INC | $250,000 | – | 3,960 | +100.0% | 0.06% | – |
BAX | BAXTER INTL INC | $238,000 | -4.8% | 3,095 | 0.0% | 0.05% | -11.5% | |
PANW | New | PALO ALTO NETWORKS INC | $237,000 | – | 675 | +100.0% | 0.05% | – |
MKC | Buy | MCCORMICK & CO INC | $234,000 | +9.3% | 2,613 | +134.8% | 0.05% | +1.9% |
GIGB | New | GOLDMAN SACHS ETF TRaccess invt gr | $229,000 | – | 4,126 | +100.0% | 0.05% | – |
TCHP | New | T ROWE PRICE ETF INCprice blue chip | $208,000 | – | 7,571 | +100.0% | 0.05% | – |
SUSA | Buy | ISHARES TRmsci usa esg slc | $204,000 | -9.3% | 2,490 | +65.4% | 0.05% | -16.4% |
NUV | NUVEEN MUN VALUE FD INC | $154,000 | +5.5% | 13,604 | 0.0% | 0.04% | -2.8% | |
CDE | New | COEUR MNG INC | $100,000 | – | 11,000 | +100.0% | 0.02% | – |
HL | New | HECLA MNG CO | $68,000 | – | 12,000 | +100.0% | 0.02% | – |
ASM | AVINO SILVER & GOLD MINES LT | $16,000 | +23.1% | 13,000 | 0.0% | 0.00% | +33.3% | |
AAU | ALMADEN MINERALS LTD | $7,000 | -30.0% | 10,000 | 0.0% | 0.00% | 0.0% | |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -25,580 | -100.0% | -0.04% | – |
ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -2,177 | -100.0% | -0.05% | – |
SJM | Exit | SMUCKER J M CO | $0 | – | -1,828 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 47 | Q3 2023 | 7.0% |
JOHNSON & JOHNSON | 47 | Q3 2023 | 3.4% |
Procter & Gamble Co | 47 | Q3 2023 | 2.9% |
PEPSICO INC | 47 | Q3 2023 | 2.8% |
MCDONALDS CORP | 47 | Q3 2023 | 2.7% |
VERIZON COMMUNICATIONS INC | 47 | Q3 2023 | 3.4% |
Union Pacific Corp | 47 | Q3 2023 | 2.8% |
NEXTERA ENERGY INC | 47 | Q3 2023 | 2.7% |
CHEVRON CORP NEW | 47 | Q3 2023 | 4.3% |
ABBOTT LABS | 47 | Q3 2023 | 3.0% |
View SCHMIDT P J INVESTMENT MANAGEMENT INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-29 |
13F-HR | 2023-10-20 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-28 |
13F-HR | 2023-02-01 |
13F-HR | 2022-10-24 |
13F-HR | 2022-08-24 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-01 |
13F-HR | 2021-10-27 |
View SCHMIDT P J INVESTMENT MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.