$172 Million is the total value of BIEGEL & WALLER LLC's 59 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IUSV | New | ISHARES TRcore s&p us vlu | $3,007,000 | – | 54,271 | +100.0% | 1.75% | – |
WFC | New | WELLS FARGO CO NEW | $286,000 | – | 4,708 | +100.0% | 0.17% | – |
BYD | New | BOYD GAMING CORP | $263,000 | – | 7,500 | +100.0% | 0.15% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $207,000 | – | 1,043 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2019 | 13.4% |
ISHARES INC | 12 | Q3 2019 | 13.1% |
ISHARES TR | 12 | Q3 2019 | 13.9% |
DELTA AIR LINES INC DEL | 12 | Q3 2019 | 8.0% |
CITIGROUP INC | 12 | Q3 2019 | 7.0% |
NVR INC | 12 | Q3 2019 | 4.1% |
INGERSOLL-RAND PLC | 12 | Q3 2019 | 1.7% |
ISHARES TR | 12 | Q3 2019 | 1.6% |
APPLE INC | 12 | Q3 2019 | 0.9% |
HOME DEPOT INC | 12 | Q3 2019 | 0.9% |
View BIEGEL & WALLER LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-10-15 |
13F-HR | 2019-07-23 |
13F-HR | 2019-05-01 |
13F-HR | 2019-01-31 |
13F-HR | 2018-10-12 |
13F-HR | 2018-08-08 |
13F-HR | 2018-04-11 |
13F-HR | 2018-02-09 |
13F-HR | 2017-11-03 |
13F-HR | 2017-08-08 |
View BIEGEL & WALLER LLC'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.