$0 is the total value of LVM CAPITAL MANAGEMENT LTD/MI's 0 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GPK | Exit | GRAPHIC PACKAGING HOLDING | $0 | – | -13,500 | -100.0% | -0.06% | – |
IWD | Exit | ISHARES RUSSELL 1000 VALUE IND | $0 | – | -2,012 | -100.0% | -0.07% | – |
WAG | Exit | WALGREEN | $0 | – | -3,435 | -100.0% | -0.07% | – |
GOOGL | Exit | $0 | – | -345 | -100.0% | -0.07% | – | |
JPM | Exit | JPMORGAN CHASE | $0 | – | -3,584 | -100.0% | -0.07% | – |
VZ | Exit | VERIZON COMMUNICATIONS | $0 | – | -4,326 | -100.0% | -0.07% | – |
DEM | Exit | WISDOMTREE EMERGING MARKETS EQ | $0 | – | -6,000 | -100.0% | -0.09% | – |
NEM | Exit | NEWMONT MINING | $0 | – | -39,780 | -100.0% | -0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE | 42 | Q3 2023 | 10.8% |
MICROSOFT | 42 | Q3 2023 | 8.5% |
CISCO SYSTEMS | 42 | Q3 2023 | 4.7% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 4.2% |
ABBVIE | 42 | Q3 2023 | 4.3% |
AT&T | 42 | Q3 2023 | 4.7% |
EXXON MOBIL | 42 | Q3 2023 | 4.2% |
INTEL | 42 | Q3 2023 | 3.9% |
IDACORP | 42 | Q3 2023 | 2.6% |
TORONTO-DOMINION BANK | 42 | Q3 2023 | 2.7% |
View LVM CAPITAL MANAGEMENT LTD/MI's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-07 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-03 |
13F-HR | 2022-10-05 |
13F-HR | 2022-07-14 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-04 |
View LVM CAPITAL MANAGEMENT LTD/MI'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.