$327 Million is the total value of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's 154 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 2.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | Sell | BOEING CO | $14,020,000 | +7.4% | 42,758 | -3.4% | 4.29% | +12.1% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $9,254,000 | +1.5% | 63,670 | -0.4% | 2.83% | +6.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $8,901,000 | -8.1% | 363,596 | -0.5% | 2.72% | -4.0% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $8,716,000 | +1.7% | 137,805 | -1.5% | 2.67% | +6.2% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $8,571,000 | -18.8% | 146,885 | -1.3% | 2.62% | -15.2% |
| HD | Sell | HOME DEPOT INC | $8,448,000 | -7.1% | 47,397 | -1.3% | 2.59% | -3.0% |
| GOOD | Buy | GLADSTONE COML CORP | $7,505,000 | -13.9% | 432,812 | +4.6% | 2.30% | -10.0% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $7,048,000 | -3.1% | 107,547 | +1.0% | 2.16% | +1.3% |
| AMZN | Buy | AMAZON COM INC | $6,965,000 | +24.0% | 4,812 | +0.2% | 2.13% | +29.6% |
| HON | Buy | HONEYWELL INTL INC | $6,433,000 | -2.5% | 44,518 | +3.4% | 1.97% | +1.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $6,294,000 | +8.1% | 30,487 | -0.6% | 1.93% | +13.0% |
| PFE | Sell | PFIZER INC | $6,209,000 | -2.1% | 174,961 | -0.1% | 1.90% | +2.3% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $5,671,000 | +0.8% | 51,736 | +2.1% | 1.74% | +5.2% |
| RTN | Buy | RAYTHEON CO | $5,591,000 | +18.6% | 25,907 | +3.2% | 1.71% | +23.9% |
| MRK | Sell | MERCK & CO INC | $5,570,000 | -7.9% | 102,259 | -4.9% | 1.70% | -3.8% |
| NEE | Sell | NEXTERA ENERGY INC | $5,385,000 | +3.6% | 32,972 | -0.9% | 1.65% | +8.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $5,159,000 | -2.8% | 19,603 | -1.5% | 1.58% | +1.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $5,134,000 | -8.2% | 66,275 | -0.3% | 1.57% | -4.1% |
| ETP | Sell | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $5,131,000 | -10.0% | 316,343 | -0.6% | 1.57% | -6.0% |
| GD | Sell | GENERAL DYNAMICS CORP | $5,096,000 | +8.4% | 23,068 | -0.2% | 1.56% | +13.2% |
| AAPL | Buy | APPLE INC | $4,960,000 | +0.8% | 29,560 | +1.6% | 1.52% | +5.3% |
| DWDP | Buy | DOWDUPONT INC | $4,877,000 | -8.7% | 76,545 | +2.0% | 1.49% | -4.7% |
| XOM | Sell | EXXON MOBIL CORP | $4,664,000 | -11.1% | 62,514 | -0.4% | 1.43% | -7.2% |
| ONEQ | Sell | FIDELITY COMWLTH TRndq cp idx trk | $4,482,000 | +0.0% | 16,188 | -2.0% | 1.37% | +4.5% |
| STWD | Buy | STARWOOD PPTY TR INC | $4,452,000 | +8.9% | 212,510 | +11.0% | 1.36% | +13.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $4,320,000 | +9.6% | 12,783 | +4.1% | 1.32% | +14.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $4,319,000 | +18.7% | 24,659 | +2.6% | 1.32% | +24.0% |
| WELL | Sell | WELLTOWER INC | $4,202,000 | -21.0% | 77,193 | -7.5% | 1.29% | -17.5% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,167,000 | -2.9% | 12,195 | -1.9% | 1.28% | +1.4% |
| GVA | Buy | GRANITE CONSTR INC | $4,119,000 | -10.7% | 73,745 | +1.4% | 1.26% | -6.7% |
| PEP | Sell | PEPSICO INC | $4,002,000 | -15.2% | 36,668 | -6.8% | 1.22% | -11.4% |
| MSFT | Buy | MICROSOFT CORP | $3,891,000 | +14.7% | 42,628 | +7.5% | 1.19% | +19.8% |
| D | Buy | DOMINION ENERGY INC | $3,647,000 | -8.7% | 54,092 | +9.8% | 1.12% | -4.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,605,000 | -11.6% | 75,394 | -2.2% | 1.10% | -7.7% |
| CWB | Sell | SPDR SERIES TRUSTblmbrg brc cnvrt | $3,594,000 | +1.6% | 69,569 | -0.5% | 1.10% | +6.1% |
| SNH | Buy | SENIOR HSG PPTYS TRsh ben int | $3,558,000 | -11.7% | 227,235 | +8.0% | 1.09% | -7.8% |
| T | Buy | AT&T INC | $3,510,000 | -6.9% | 98,469 | +1.5% | 1.08% | -2.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $3,153,000 | -5.7% | 30,452 | +4.7% | 0.96% | -1.5% |
| HPF | Sell | HANCOCK JOHN PFD INCOME FD I | $2,934,000 | -8.6% | 146,334 | -2.0% | 0.90% | -4.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $2,754,000 | +20.6% | 7,888 | +6.0% | 0.84% | +26.0% |
| SRE | Sell | SEMPRA ENERGY | $2,663,000 | +2.5% | 23,944 | -1.5% | 0.82% | +7.0% |
| HCP | Sell | HCP INC | $2,429,000 | -22.1% | 104,574 | -12.5% | 0.74% | -18.6% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $2,415,000 | -1.5% | 12,673 | -3.5% | 0.74% | +2.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,323,000 | +7.8% | 2,240 | +9.5% | 0.71% | +12.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,293,000 | +3.8% | 12,169 | +2.6% | 0.70% | +8.5% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $2,290,000 | -6.3% | 11,049 | -0.0% | 0.70% | -2.1% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $2,277,000 | -3.4% | 10,639 | -0.5% | 0.70% | +0.9% |
| FB | Buy | FACEBOOK INCcl a | $2,252,000 | -5.9% | 14,093 | +3.9% | 0.69% | -1.7% |
| DIS | Sell | DISNEY WALT CO | $2,202,000 | -9.8% | 21,926 | -3.5% | 0.67% | -5.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,156,000 | -22.1% | 27,197 | -9.7% | 0.66% | -18.6% |
| WM | Sell | WASTE MGMT INC DEL | $2,123,000 | -2.7% | 25,236 | -0.1% | 0.65% | +1.7% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $2,114,000 | -2.4% | 36,348 | -0.8% | 0.65% | +1.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,065,000 | -8.7% | 16,114 | -0.5% | 0.63% | -4.7% |
| NKE | Sell | NIKE INCcl b | $2,017,000 | +3.6% | 30,356 | -2.4% | 0.62% | +8.4% |
| JPS | Buy | NUVEEN PFD & INCM SECURTIES | $1,936,000 | -0.2% | 197,925 | +4.0% | 0.59% | +4.2% |
| TYG | Buy | TORTOISE ENERGY INFRA CORP | $1,829,000 | +5.1% | 73,208 | +22.3% | 0.56% | +9.8% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,806,000 | +2.0% | 17,827 | -0.7% | 0.55% | +6.6% |
| AMGN | Sell | AMGEN INC | $1,763,000 | -3.9% | 10,344 | -2.0% | 0.54% | +0.4% |
| V | Buy | VISA INC | $1,665,000 | +10.9% | 13,917 | +5.7% | 0.51% | +15.9% |
| CSCO | CISCO SYS INC | $1,648,000 | +12.0% | 38,428 | 0.0% | 0.50% | +17.2% | |
| ENB | Buy | ENBRIDGE INC | $1,577,000 | -19.3% | 50,103 | +0.3% | 0.48% | -15.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,494,000 | +103.0% | 13,585 | +97.3% | 0.46% | +111.6% |
| GLD | Sell | SPDR GOLD TRUST | $1,482,000 | -14.9% | 11,784 | -16.4% | 0.45% | -11.2% |
| MMM | Sell | 3M CO | $1,452,000 | -10.0% | 6,614 | -3.5% | 0.44% | -5.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,442,000 | +2.5% | 22,046 | +0.2% | 0.44% | +7.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,434,000 | -2.2% | 7,644 | -1.1% | 0.44% | +2.1% |
| CVX | Sell | CHEVRON CORP NEW | $1,376,000 | -9.2% | 12,068 | -0.3% | 0.42% | -5.2% |
| SBUX | Sell | STARBUCKS CORP | $1,357,000 | -18.7% | 23,435 | -19.4% | 0.42% | -15.1% |
| KO | Sell | COCA COLA CO | $1,332,000 | -13.2% | 30,680 | -8.3% | 0.41% | -9.3% |
| PFF | Sell | ISHARES TRs&p us pfd stk | $1,287,000 | -2.8% | 34,267 | -1.4% | 0.39% | +1.5% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $1,286,000 | -0.8% | 46,639 | +0.4% | 0.39% | +3.7% |
| KMB | Sell | KIMBERLY CLARK CORP | $1,273,000 | -14.6% | 11,562 | -6.4% | 0.39% | -10.8% |
| QQQ | Sell | POWERSHARES QQQ TRUSTunit ser 1 | $1,243,000 | +1.6% | 7,760 | -1.2% | 0.38% | +6.4% |
| TCP | Sell | TC PIPELINES LP | $1,216,000 | -35.1% | 35,041 | -0.7% | 0.37% | -32.2% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,171,000 | -2.0% | 5,872 | -2.6% | 0.36% | +2.6% |
| ET | Sell | ENERGY TRANSFER EQUITY L P | $1,115,000 | -17.9% | 78,456 | -0.3% | 0.34% | -14.3% |
| KHC | Sell | KRAFT HEINZ CO | $1,106,000 | -30.1% | 17,756 | -12.8% | 0.34% | -26.9% |
| UTX | UNITED TECHNOLOGIES CORP | $1,103,000 | -1.4% | 8,769 | 0.0% | 0.34% | +3.0% | |
| WMT | Buy | WALMART INC | $1,042,000 | +31.2% | 11,711 | +45.7% | 0.32% | +36.9% |
| ECL | Sell | ECOLAB INC | $1,012,000 | +0.9% | 7,380 | -1.3% | 0.31% | +5.4% |
| VTR | Sell | VENTAS INC | $1,006,000 | -43.6% | 20,301 | -31.7% | 0.31% | -41.1% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $1,000,000 | -11.0% | 12,175 | -0.9% | 0.31% | -7.0% |
| NFJ | Sell | ALLIANZGI NFJ DIVID INT & PR | $992,000 | -9.1% | 78,123 | -6.6% | 0.30% | -5.0% |
| BCE | Sell | BCE INC | $982,000 | -13.6% | 22,809 | -3.6% | 0.30% | -9.6% |
| LLY | LILLY ELI & CO | $934,000 | -8.4% | 12,076 | 0.0% | 0.29% | -4.3% | |
| DCP | DCP MIDSTREAM LP | $927,000 | -3.3% | 26,391 | 0.0% | 0.28% | +1.1% | |
| COP | Sell | CONOCOPHILLIPS | $918,000 | +5.9% | 15,484 | -2.0% | 0.28% | +10.6% |
| BFK | Sell | BLACKROCK MUN INCOME TRsh ben int | $916,000 | -13.5% | 71,041 | -5.5% | 0.28% | -9.7% |
| CAT | Buy | CATERPILLAR INC DEL | $909,000 | +79.3% | 6,168 | +91.7% | 0.28% | +86.6% |
| KMI | Sell | KINDER MORGAN INC DEL | $903,000 | -19.3% | 59,954 | -3.2% | 0.28% | -15.9% |
| CB | Buy | CHUBB LIMITED | $889,000 | -5.9% | 6,503 | +0.5% | 0.27% | -1.8% |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $889,000 | +9.8% | 41,312 | +15.1% | 0.27% | +14.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $885,000 | -2.7% | 858 | -1.4% | 0.27% | +1.5% |
| GOV | Sell | GOVERNMENT PPTYS INCOME TR | $879,000 | -42.9% | 64,375 | -22.5% | 0.27% | -40.4% |
| SYY | Sell | SYSCO CORP | $855,000 | -3.3% | 14,252 | -2.1% | 0.26% | +1.2% |
| UNP | Buy | UNION PAC CORP | $857,000 | +0.4% | 6,378 | +0.1% | 0.26% | +4.8% |
| MVT | Sell | BLACKROCK MUNIVEST FD II INC | $843,000 | -8.5% | 58,763 | -1.5% | 0.26% | -4.4% |
| HR | Sell | HEALTHCARE RLTY TR | $831,000 | -31.1% | 29,994 | -20.1% | 0.25% | -28.0% |
| PSX | Sell | PHILLIPS 66 | $785,000 | -6.9% | 8,180 | -1.9% | 0.24% | -2.8% |
| FEN | Buy | FIRST TR ENERGY INCOME & GRW | $694,000 | -11.8% | 31,904 | +7.4% | 0.21% | -8.2% |
| VMO | Sell | INVESCO MUN OPPORTUNITY TR | $686,000 | -16.2% | 58,512 | -11.5% | 0.21% | -12.5% |
| BPL | Sell | BUCKEYE PARTNERS L Punit ltd partn | $676,000 | -25.4% | 18,085 | -1.1% | 0.21% | -22.2% |
| MPLX | Sell | MPLX LP | $653,000 | -7.4% | 19,757 | -0.5% | 0.20% | -3.4% |
| RYN | RAYONIER INC | $645,000 | +11.2% | 18,324 | 0.0% | 0.20% | +15.9% | |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $640,000 | -2.0% | 2,807 | -1.7% | 0.20% | +2.6% |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $632,000 | +6.8% | 28,679 | 0.0% | 0.19% | +11.5% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $635,000 | -1.9% | 8,550 | +0.0% | 0.19% | +2.1% |
| ADBE | Buy | ADOBE SYS INC | $626,000 | +27.8% | 2,899 | +3.7% | 0.19% | +33.3% |
| WPZ | WILLIAMS PARTNERS L P NEW | $627,000 | -11.3% | 18,221 | 0.0% | 0.19% | -7.2% | |
| EXG | Buy | EATON VANCE TAX MNGD GBL DV | $583,000 | +11.3% | 63,958 | +14.4% | 0.18% | +16.2% |
| KYN | KAYNE ANDERSON MLP INVT CO | $582,000 | -13.5% | 35,342 | 0.0% | 0.18% | -9.6% | |
| CSQ | Buy | CALAMOS STRATEGIC TOTL RETN | $561,000 | +13.6% | 47,403 | +15.9% | 0.17% | +18.6% |
| HII | Sell | HUNTINGTON INGALLS INDS INC | $539,000 | +8.5% | 2,090 | -0.9% | 0.16% | +13.0% |
| NS | Buy | NUSTAR ENERGY LP | $498,000 | -31.7% | 24,424 | +0.3% | 0.15% | -29.0% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $491,000 | +6.5% | 2,873 | +1.8% | 0.15% | +11.1% |
| QCOM | Sell | QUALCOMM INC | $455,000 | -16.7% | 8,220 | -3.6% | 0.14% | -13.1% |
| TRGP | Buy | TARGA RES CORP | $440,000 | -7.4% | 9,994 | +1.8% | 0.14% | -2.9% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $430,000 | -0.7% | 3,029 | -1.7% | 0.13% | +3.9% |
| NZF | Sell | NUVEEN MUNICIPAL CREDIT INC | $429,000 | -8.5% | 30,341 | -1.4% | 0.13% | -4.4% |
| EV | EATON VANCE CORP | $429,000 | -1.2% | 7,700 | 0.0% | 0.13% | +3.1% | |
| EEP | ENBRIDGE ENERGY PARTNERS L P | $399,000 | -30.2% | 41,424 | 0.0% | 0.12% | -27.4% | |
| BLE | Sell | BLACKROCK MUNI INCOME TR II | $398,000 | -8.9% | 29,667 | -2.0% | 0.12% | -4.7% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $396,000 | -15.6% | 2,914 | -15.7% | 0.12% | -11.7% |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $372,000 | -3.6% | 4,505 | 0.0% | 0.11% | +0.9% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $372,000 | -17.1% | 8,917 | -15.0% | 0.11% | -13.6% |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OP | $372,000 | -1.3% | 50,936 | +4.6% | 0.11% | +3.6% |
| ALB | Sell | ALBEMARLE CORP | $370,000 | -30.5% | 3,991 | -4.0% | 0.11% | -27.6% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $338,000 | -5.3% | 5,299 | -0.9% | 0.10% | -1.9% |
| OKE | Buy | ONEOK INC NEW | $331,000 | +21.7% | 5,815 | +14.2% | 0.10% | +26.2% |
| WY | WEYERHAEUSER CO | $327,000 | -0.6% | 9,340 | 0.0% | 0.10% | +4.2% | |
| NVDA | Buy | NVIDIA CORP | $317,000 | +29.9% | 1,369 | +8.7% | 0.10% | +34.7% |
| PAYX | PAYCHEX INC | $307,000 | -9.7% | 4,992 | 0.0% | 0.09% | -6.0% | |
| LH | LABORATORY CORP AMER HLDGS | $307,000 | +1.7% | 1,895 | 0.0% | 0.09% | +5.6% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $299,000 | +0.3% | 1 | 0.0% | 0.09% | +5.7% | |
| CELG | Sell | CELGENE CORP | $302,000 | -20.3% | 3,385 | -6.9% | 0.09% | -17.1% |
| WPC | W P CAREY INC | $290,000 | -9.9% | 4,678 | 0.0% | 0.09% | -5.3% | |
| VLO | Buy | VALERO ENERGY CORP NEW | $285,000 | +19.2% | 3,072 | +18.0% | 0.09% | +24.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $283,000 | +8.4% | 3,732 | +5.4% | 0.09% | +14.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $272,000 | 0.0% | 3,211 | +3.2% | 0.08% | +3.8% |
| VKQ | Sell | INVESCO MUN TR | $251,000 | -19.6% | 21,496 | -13.7% | 0.08% | -15.4% |
| BAX | Buy | BAXTER INTL INC | $231,000 | +2.7% | 3,553 | +2.0% | 0.07% | +7.6% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $226,000 | -1.3% | 1,665 | 0.0% | 0.07% | +3.0% | |
| AXP | AMERICAN EXPRESS CO | $221,000 | -6.4% | 2,372 | 0.0% | 0.07% | -1.4% | |
| MQY | Sell | BLACKROCK MUNIYIELD QUALITY | $216,000 | -7.7% | 15,330 | -0.6% | 0.07% | -4.3% |
| CVS | Sell | CVS HEALTH CORP | $217,000 | -24.9% | 3,482 | -12.7% | 0.07% | -22.4% |
| ITA | New | ISHARES TRus aer def etf | $213,000 | – | 1,074 | +100.0% | 0.06% | – |
| VMC | Buy | VULCAN MATLS CO | $204,000 | -10.5% | 1,787 | +0.4% | 0.06% | -7.5% |
| IBB | Sell | ISHARES TRnasdaq biotech | $202,000 | -3.3% | 1,897 | -2.9% | 0.06% | +1.6% |
| MYI | BLACKROCK MUNIYIELD QLTY FD | $168,000 | -8.2% | 13,270 | 0.0% | 0.05% | -5.6% | |
| PMF | PIMCO MUNICIPAL INCOME FD | $159,000 | -3.6% | 12,723 | 0.0% | 0.05% | +2.1% | |
| EVY | EATON VANCE NY MUNI INCOME Tsh ben int | $143,000 | -4.7% | 11,780 | 0.0% | 0.04% | 0.0% | |
| NLY | New | ANNALY CAP MGMT INC | $107,000 | – | 10,255 | +100.0% | 0.03% | – |
| AMD | ADVANCED MICRO DEVICES INC | $100,000 | -2.9% | 10,000 | 0.0% | 0.03% | +3.3% | |
| CPLP | CAPITAL PRODUCT PARTNERS L P | $75,000 | -7.4% | 24,035 | 0.0% | 0.02% | -4.2% | |
| TSLA | Exit | TESLA INC | $0 | – | -722 | -100.0% | -0.07% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -116,601 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Enterprise Products Partners | 27 | Q4 2019 | 7.0% |
| MAGELLANMIDSTREAMPRTNRSLP | 27 | Q4 2019 | 4.1% |
| BRISTOLMYERSSQUIBBCO | 27 | Q4 2019 | 4.1% |
| AMERICANTOWERCORPNEW | 27 | Q4 2019 | 3.5% |
| MERCK&COINCNEW | 27 | Q4 2019 | 2.4% |
| HOMEDEPOTINC | 27 | Q4 2019 | 2.9% |
| PFIZERINC | 27 | Q4 2019 | 2.3% |
| GLADSTONECOMLCORP | 27 | Q4 2019 | 2.9% |
| DUKEENERGYCORPNEW | 27 | Q4 2019 | 2.0% |
| EXXONMOBILCORP | 27 | Q4 2019 | 2.0% |
View FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-02-11 |
| 13F-HR | 2019-10-23 |
| 13F-HR | 2019-07-30 |
| 13F-HR | 2019-05-02 |
| 13F-HR | 2019-01-30 |
| 13F-HR | 2018-10-10 |
| 13F-HR | 2018-08-10 |
| 13F-HR | 2018-04-30 |
| 13F-HR | 2018-01-31 |
| 13F-HR | 2017-11-13 |
View FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX'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.