$346 Million is the total value of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX's 150 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 3.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EPD | Buy | Enterprise Products Partnersltd | $23,512,000 | +135.8% | 569,618 | +58.1% | 6.54% | +116.5% |
| BA | Sell | BOEING CO | $15,175,000 | +9.9% | 40,804 | -0.9% | 4.22% | +0.9% |
| AMZN | Buy | AMAZON COM INC | $9,632,000 | +20.1% | 4,809 | +1.9% | 2.68% | +10.2% |
| HD | Buy | HOME DEPOT INC | $9,598,000 | +6.7% | 46,333 | +0.5% | 2.67% | -2.1% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $9,494,000 | -3.9% | 140,193 | -1.9% | 2.64% | -11.7% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $8,928,000 | +0.3% | 61,445 | -0.5% | 2.48% | -7.9% |
| GOOD | Sell | GLADSTONE COML CORP | $8,244,000 | -0.4% | 430,471 | -0.1% | 2.29% | -8.6% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $8,046,000 | +12.4% | 129,611 | +0.2% | 2.24% | +3.2% |
| PFE | Buy | PFIZER INC | $7,541,000 | +23.0% | 171,111 | +1.2% | 2.10% | +12.9% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $7,512,000 | -1.6% | 105,914 | +0.8% | 2.09% | -9.6% |
| HON | Sell | HONEYWELL INTL INC | $7,099,000 | +15.1% | 42,662 | -0.4% | 1.97% | +5.7% |
| MRK | Sell | MERCK & CO INC | $7,001,000 | +15.5% | 98,693 | -1.1% | 1.95% | +6.1% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $6,978,000 | +14.8% | 28,589 | -2.6% | 1.94% | +5.4% |
| ETP | Sell | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $6,777,000 | +15.2% | 304,463 | -1.5% | 1.88% | +5.7% |
| AAPL | Sell | APPLE INC | $6,545,000 | +21.2% | 28,995 | -0.6% | 1.82% | +11.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,583,000 | +8.8% | 19,205 | +1.5% | 1.55% | -0.1% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $5,547,000 | +2.5% | 49,826 | -0.8% | 1.54% | -6.0% |
| NEE | Buy | NEXTERA ENERGY INC | $5,501,000 | +1.1% | 32,822 | +0.7% | 1.53% | -7.2% |
| XOM | Buy | EXXON MOBIL CORP | $5,283,000 | +2.9% | 62,140 | +0.1% | 1.47% | -5.5% |
| RTN | Buy | RAYTHEON CO | $5,242,000 | +7.1% | 25,366 | +0.1% | 1.46% | -1.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $5,216,000 | +1.5% | 65,179 | +0.3% | 1.45% | -6.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $5,166,000 | +13.2% | 23,205 | -0.1% | 1.44% | +3.9% |
| MSFT | Buy | MICROSOFT CORP | $4,987,000 | +16.7% | 43,606 | +0.6% | 1.39% | +7.1% |
| ONEQ | Sell | FIDELITY COMWLTH TRndq cp idx trk | $4,927,000 | +6.7% | 15,611 | -0.4% | 1.37% | -2.0% |
| DWDP | Sell | DOWDUPONT INC | $4,693,000 | -4.0% | 72,978 | -1.5% | 1.30% | -11.8% |
| STWD | Buy | STARWOOD PPTY TR INC | $4,636,000 | +0.2% | 215,410 | +1.1% | 1.29% | -8.0% |
| WELL | Sell | WELLTOWER INC | $4,603,000 | +0.9% | 71,559 | -1.6% | 1.28% | -7.4% |
| SNH | Buy | SENIOR HSG PPTYS TRsh ben int | $4,521,000 | +0.1% | 257,432 | +3.1% | 1.26% | -8.1% |
| GD | Sell | GENERAL DYNAMICS CORP | $4,500,000 | +7.9% | 21,982 | -1.8% | 1.25% | -1.0% |
| LMT | Buy | LOCKHEED MARTIN CORP | $4,342,000 | +18.3% | 12,550 | +1.1% | 1.21% | +8.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,149,000 | +3.1% | 11,290 | -0.4% | 1.15% | -5.3% |
| VZ | VERIZON COMMUNICATIONS INC | $3,836,000 | +6.1% | 71,858 | 0.0% | 1.07% | -2.6% | |
| D | Buy | DOMINION ENERGY INC | $3,674,000 | +4.3% | 52,273 | +1.2% | 1.02% | -4.2% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $3,661,000 | +1.9% | 67,874 | +0.1% | 1.02% | -6.5% |
| PEP | Sell | PEPSICO INC | $3,627,000 | +0.6% | 32,445 | -2.1% | 1.01% | -7.7% |
| GVA | Sell | GRANITE CONSTR INC | $3,128,000 | -20.2% | 68,448 | -2.9% | 0.87% | -26.8% |
| HPF | Sell | HANCOCK JOHN PFD INCOME FD I | $3,071,000 | -3.6% | 145,059 | -2.9% | 0.85% | -11.5% |
| T | Sell | AT&T INC | $2,923,000 | -5.2% | 87,037 | -9.3% | 0.81% | -13.0% |
| PRU | Sell | PRUDENTIAL FINL INC | $2,857,000 | +7.1% | 28,202 | -1.1% | 0.79% | -1.7% |
| UNH | UNITEDHEALTH GROUP INC | $2,848,000 | +8.5% | 10,704 | 0.0% | 0.79% | -0.4% | |
| COST | Buy | COSTCO WHSL CORP NEW | $2,804,000 | +13.6% | 11,938 | +1.1% | 0.78% | +4.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,732,000 | +8.6% | 2,263 | +1.6% | 0.76% | -0.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $2,670,000 | +3.4% | 12,413 | -1.8% | 0.74% | -5.1% |
| DIS | Buy | DISNEY WALT CO | $2,591,000 | +11.9% | 22,153 | +0.3% | 0.72% | +2.7% |
| HCP | Sell | HCP INC | $2,563,000 | -1.2% | 97,364 | -3.1% | 0.71% | -9.3% |
| SRE | Sell | SEMPRA ENERGY | $2,529,000 | -3.2% | 22,236 | -1.2% | 0.70% | -11.1% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $2,426,000 | +3.3% | 7,644 | +0.1% | 0.68% | -5.2% |
| NKE | Sell | NIKE INCcl b | $2,294,000 | +2.9% | 27,083 | -3.2% | 0.64% | -5.5% |
| WM | WASTE MGMT INC DEL | $2,238,000 | +11.1% | 24,766 | 0.0% | 0.62% | +2.0% | |
| FB | Sell | FACEBOOK INCcl a | $2,236,000 | -15.9% | 13,595 | -0.7% | 0.62% | -22.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,193,000 | +14.4% | 15,875 | +0.5% | 0.61% | +5.0% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,180,000 | +6.0% | 26,196 | -0.6% | 0.61% | -2.7% |
| AMGN | AMGEN INC | $2,124,000 | +12.3% | 10,247 | 0.0% | 0.59% | +3.1% | |
| V | Buy | VISA INC | $1,955,000 | +14.6% | 13,027 | +1.2% | 0.54% | +5.2% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,900,000 | +6.4% | 16,207 | -0.8% | 0.53% | -2.4% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $1,845,000 | -19.9% | 10,140 | -1.7% | 0.51% | -26.5% |
| CSCO | Buy | CISCO SYS INC | $1,807,000 | +14.4% | 37,153 | +1.2% | 0.50% | +4.8% |
| TYG | Sell | TORTOISE ENERGY INFRA CORP | $1,788,000 | -0.9% | 66,383 | -1.8% | 0.50% | -9.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,737,000 | +8.2% | 23,061 | -0.2% | 0.48% | -0.6% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,738,000 | -10.9% | 30,914 | -11.0% | 0.48% | -18.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,622,000 | +13.7% | 14,377 | +5.0% | 0.45% | +4.4% |
| ENB | Buy | ENBRIDGE INC | $1,607,000 | -2.4% | 49,762 | +7.9% | 0.45% | -10.4% |
| JPS | Sell | NUVEEN PFD & INCM SECURTIES | $1,566,000 | -9.0% | 177,929 | -8.8% | 0.44% | -16.5% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,522,000 | +3.3% | 7,559 | -0.1% | 0.42% | -5.2% |
| CVX | CHEVRON CORP NEW | $1,480,000 | -3.3% | 12,100 | 0.0% | 0.41% | -11.0% | |
| KO | COCA COLA CO | $1,402,000 | +5.3% | 30,344 | 0.0% | 0.39% | -3.2% | |
| ET | ENERGY TRANSFER EQUITY L P | $1,367,000 | +1.0% | 78,456 | 0.0% | 0.38% | -7.3% | |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $1,348,000 | +3.5% | 48,889 | -0.3% | 0.38% | -5.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,319,000 | +15.9% | 6,162 | +1.1% | 0.37% | +6.4% |
| SBUX | Sell | STARBUCKS CORP | $1,279,000 | +12.3% | 22,509 | -3.5% | 0.36% | +3.2% |
| MMM | Buy | 3M CO | $1,282,000 | +9.5% | 6,085 | +2.2% | 0.36% | +0.3% |
| COP | CONOCOPHILLIPS | $1,198,000 | +11.1% | 15,484 | 0.0% | 0.33% | +1.8% | |
| LLY | LILLY ELI & CO | $1,188,000 | +25.8% | 11,068 | 0.0% | 0.33% | +15.4% | |
| GLD | Sell | SPDR GOLD TRUST | $1,173,000 | -13.2% | 10,407 | -8.6% | 0.33% | -20.3% |
| PFF | Sell | ISHARES TRs&p us pfd stk | $1,157,000 | -4.3% | 31,172 | -2.8% | 0.32% | -12.0% |
| ECL | ECOLAB INC | $1,157,000 | +11.7% | 7,380 | 0.0% | 0.32% | +2.5% | |
| UTX | UNITED TECHNOLOGIES CORP | $1,131,000 | +11.8% | 8,093 | 0.0% | 0.31% | +2.3% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $1,113,000 | +4.4% | 12,650 | +1.3% | 0.31% | -4.3% |
| WMT | Buy | WALMART INC | $1,097,000 | +11.3% | 11,682 | +1.5% | 0.30% | +2.0% |
| HQH | Buy | TEKLA HEALTHCARE INVSsh ben int | $1,091,000 | +25.8% | 47,107 | +16.8% | 0.30% | +15.2% |
| KMB | Sell | KIMBERLY CLARK CORP | $1,068,000 | +3.0% | 9,400 | -4.5% | 0.30% | -5.4% |
| DCP | DCP MIDSTREAM LP | $1,045,000 | +0.1% | 26,391 | 0.0% | 0.29% | -7.9% | |
| KMI | Sell | KINDER MORGAN INC DEL | $1,034,000 | -0.4% | 58,325 | -0.7% | 0.29% | -8.3% |
| EXG | Buy | EATON VANCE TAX MNGD GBL DV | $1,033,000 | +41.3% | 108,748 | +38.3% | 0.29% | +29.9% |
| SYY | SYSCO CORP | $1,004,000 | +7.3% | 13,707 | 0.0% | 0.28% | -1.8% | |
| VTR | Sell | VENTAS INC | $984,000 | -5.7% | 18,094 | -1.2% | 0.27% | -13.3% |
| TCP | Sell | TC PIPELINES LP | $951,000 | +13.9% | 31,356 | -2.6% | 0.26% | +4.3% |
| UNP | UNION PAC CORP | $947,000 | +14.9% | 5,818 | 0.0% | 0.26% | +5.2% | |
| IGD | Buy | VOYA GLBL EQTY DIV & PREM OP | $931,000 | +79.7% | 127,131 | +80.4% | 0.26% | +65.0% |
| GOOG | ALPHABET INCcap stk cl c | $923,000 | +7.1% | 773 | 0.0% | 0.26% | -1.5% | |
| PSX | PHILLIPS 66 | $922,000 | +0.3% | 8,180 | 0.0% | 0.26% | -7.9% | |
| ADBE | Buy | ADOBE SYS INC | $917,000 | +19.2% | 3,397 | +7.7% | 0.26% | +9.4% |
| CSQ | Buy | CALAMOS STRATEGIC TOTL RETN | $822,000 | +18.6% | 61,153 | +11.8% | 0.23% | +9.0% |
| CB | Sell | CHUBB LIMITED | $819,000 | +0.5% | 6,131 | -4.5% | 0.23% | -7.7% |
| BFK | Sell | BLACKROCK MUN INCOME TRsh ben int | $820,000 | -5.5% | 65,921 | -2.2% | 0.23% | -13.3% |
| CAT | Sell | CATERPILLAR INC DEL | $814,000 | +3.3% | 5,338 | -8.1% | 0.23% | -5.4% |
| HR | Sell | HEALTHCARE RLTY TR | $806,000 | -6.4% | 27,551 | -6.9% | 0.22% | -14.2% |
| NFJ | Sell | ALLIANZGI NFJ DIVID INT & PR | $798,000 | -4.7% | 60,926 | -8.1% | 0.22% | -12.6% |
| KHC | Sell | KRAFT HEINZ CO | $794,000 | -20.8% | 14,407 | -9.7% | 0.22% | -27.3% |
| BCE | Sell | BCE INC | $780,000 | -12.0% | 19,256 | -12.0% | 0.22% | -19.0% |
| NS | Buy | NUSTAR ENERGY LP | $776,000 | +43.2% | 27,917 | +16.7% | 0.22% | +31.7% |
| MVT | Sell | BLACKROCK MUNIVEST FD II INC | $732,000 | -6.2% | 55,017 | -1.2% | 0.20% | -13.6% |
| NLY | Buy | ANNALY CAP MGMT INC | $693,000 | +98.0% | 67,788 | +99.1% | 0.19% | +82.1% |
| NVDA | NVIDIA CORP | $692,000 | +18.5% | 2,464 | 0.0% | 0.19% | +8.5% | |
| MPLX | MPLX LP | $685,000 | +1.5% | 19,757 | 0.0% | 0.19% | -6.9% | |
| PAA | Sell | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $661,000 | +1.5% | 26,439 | -4.0% | 0.18% | -6.6% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $662,000 | +8.2% | 8,450 | -1.2% | 0.18% | -0.5% |
| WMB | New | WILLIAMS COS INC DEL | $619,000 | – | 22,776 | +100.0% | 0.17% | – |
| RYN | RAYONIER INC | $620,000 | -12.6% | 18,324 | 0.0% | 0.17% | -20.0% | |
| STZ | CONSTELLATION BRANDS INCcl a | $612,000 | -1.6% | 2,840 | 0.0% | 0.17% | -9.6% | |
| KYN | Sell | KAYNE ANDERSN MLP MIDS INVT | $591,000 | -8.8% | 33,088 | -3.8% | 0.16% | -16.3% |
| BPL | Sell | BUCKEYE PARTNERS L Punit ltd partn | $571,000 | -10.2% | 15,985 | -11.6% | 0.16% | -17.6% |
| VMO | INVESCO MUN OPPORTUNITY TR | $567,000 | -2.6% | 49,557 | 0.0% | 0.16% | -10.2% | |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $559,000 | +11.1% | 3,477 | +14.1% | 0.16% | +2.0% |
| TRGP | Sell | TARGA RES CORP | $520,000 | +13.5% | 9,230 | -0.2% | 0.14% | +4.3% |
| QCOM | Sell | QUALCOMM INC | $514,000 | +23.6% | 7,140 | -3.6% | 0.14% | +13.5% |
| VUG | VANGUARD INDEX FDSgrowth etf | $486,000 | +7.5% | 3,018 | 0.0% | 0.14% | -1.5% | |
| HII | HUNTINGTON INGALLS INDS INC | $467,000 | +17.9% | 1,825 | 0.0% | 0.13% | +8.3% | |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $437,000 | +0.5% | 30,341 | 0.0% | 0.12% | -7.6% | |
| EEP | Sell | ENBRIDGE ENERGY PARTNERS L P | $433,000 | -4.4% | 39,424 | -4.8% | 0.12% | -12.4% |
| EV | EATON VANCE CORP | $405,000 | +0.7% | 7,700 | 0.0% | 0.11% | -7.4% | |
| OKE | ONEOK INC NEW | $408,000 | -2.9% | 6,015 | 0.0% | 0.11% | -11.0% | |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $392,000 | +4.8% | 4,505 | 0.0% | 0.11% | -3.5% | |
| PYPL | Buy | PAYPAL HLDGS INC | $390,000 | +12.1% | 4,442 | +6.2% | 0.11% | +2.9% |
| BLE | BLACKROCK MUNI INCOME TR II | $386,000 | -8.7% | 29,677 | 0.0% | 0.11% | -16.4% | |
| MAR | MARRIOTT INTL INC NEWcl a | $385,000 | +4.3% | 2,914 | 0.0% | 0.11% | -4.5% | |
| MDLZ | MONDELEZ INTL INCcl a | $383,000 | +4.6% | 8,917 | 0.0% | 0.11% | -4.5% | |
| PAYX | PAYCHEX INC | $368,000 | +7.9% | 4,992 | 0.0% | 0.10% | -1.0% | |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $362,000 | -1.6% | 5,318 | +0.2% | 0.10% | -9.0% |
| VLO | VALERO ENERGY CORP NEW | $357,000 | +2.6% | 3,142 | 0.0% | 0.10% | -5.7% | |
| LH | LABORATORY CORP AMER HLDGS | $329,000 | -3.2% | 1,895 | 0.0% | 0.09% | -11.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $320,000 | +13.5% | 1 | 0.0% | 0.09% | +4.7% | |
| AMD | ADVANCED MICRO DEVICES INC | $309,000 | +106.0% | 10,000 | 0.0% | 0.09% | +91.1% | |
| WPC | W P CAREY INC | $301,000 | -2.9% | 4,678 | 0.0% | 0.08% | -10.6% | |
| WY | Sell | WEYERHAEUSER CO | $297,000 | -12.9% | 9,190 | -1.6% | 0.08% | -19.4% |
| ALB | Sell | ALBEMARLE CORP | $284,000 | -1.4% | 2,851 | -6.7% | 0.08% | -9.2% |
| BAX | BAXTER INTL INC | $274,000 | +4.6% | 3,553 | 0.0% | 0.08% | -3.8% | |
| FEN | Sell | FIRST TR ENERGY INCOME & GRW | $272,000 | -59.5% | 12,244 | -58.1% | 0.08% | -62.6% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $262,000 | -1.5% | 3,135 | -1.6% | 0.07% | -9.9% |
| AXP | AMERICAN EXPRESS CO | $253,000 | +9.1% | 2,372 | 0.0% | 0.07% | 0.0% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $249,000 | +6.4% | 1,665 | 0.0% | 0.07% | -2.8% | |
| ITA | ISHARES TRus aer def etf | $232,000 | +12.1% | 1,074 | 0.0% | 0.06% | +3.2% | |
| CELG | Sell | CELGENE CORP | $219,000 | +9.0% | 2,451 | -3.3% | 0.06% | 0.0% |
| VKQ | INVESCO MUN TR | $215,000 | -2.7% | 18,666 | 0.0% | 0.06% | -10.4% | |
| MQY | BLACKROCK MUNIYIELD QUALITY | $204,000 | -3.3% | 15,110 | 0.0% | 0.06% | -10.9% | |
| PMF | Sell | PIMCO MUNICIPAL INCOME FD | $165,000 | -1.8% | 12,688 | -0.3% | 0.05% | -9.8% |
| MYI | Sell | BLACKROCK MUNIYIELD QLTY FD | $144,000 | -13.8% | 11,940 | -10.0% | 0.04% | -21.6% |
| EVY | EATON VANCE NY MUNI INCOME Tsh ben int | $138,000 | -4.2% | 11,780 | 0.0% | 0.04% | -13.6% | |
| MFA | Buy | MFA FINL INC | $102,000 | -1.0% | 13,825 | +1.6% | 0.03% | -9.7% |
| CPLP | CAPITAL PRODUCT PARTNERS L P | $67,000 | -9.5% | 24,035 | 0.0% | 0.02% | -13.6% | |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,205 | -100.0% | -0.06% | – |
| WPZ | Exit | WILLIAMS PARTNERS L P NEW | $0 | – | -15,534 | -100.0% | -0.19% | – |
| GOV | Exit | GOVERNMENT PPTYS INCOME TR | $0 | – | -45,333 | -100.0% | -0.22% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -6,803 | -100.0% | -0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-10
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.