$106 Million is the total value of CLEARY GULL INC.'s 78 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES | 1 | Q1 2015 | 28.6% |
| POWERSHRAES ETF TRUST II | 1 | Q1 2015 | 27.6% |
| VANGUARD INDEX FDS | 1 | Q1 2015 | 21.9% |
| BLACKROCK CR ALLCTN INC TR | 1 | Q1 2015 | 2.8% |
| VANGUARD INDEX FDS | 1 | Q1 2015 | 2.7% |
| ISHARES TR | 1 | Q1 2015 | 2.1% |
| SPDR S&P 500 ETF TR | 1 | Q1 2015 | 2.1% |
| ISHARES | 1 | Q1 2015 | 2.1% |
| ISHARES TR | 1 | Q1 2015 | 2.0% |
| VANGUARD STAR FD | 1 | Q1 2015 | 1.2% |
View CLEARY GULL INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| X-17A-5 | 2019-02-27 |
| FOCUSN | 2018-03-05 |
| X-17A-5 | 2018-02-28 |
| FOCUSN | 2017-03-01 |
| X-17A-5 | 2017-03-01 |
| 13F-NT | 2016-05-09 |
| X-17A-5 | 2016-04-20 |
| FOCUSN | 2016-02-26 |
| 13F-NT | 2016-02-04 |
| 13F-NT | 2015-11-12 |
View CLEARY GULL 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.