$344 Million is the total value of WOODMONT INVESTMENT COUNSEL LLC's 182 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PCRX | Exit | PACIRA PHARMACEUTICALS INC | $0 | – | -7,300 | -100.0% | -0.07% | – |
FLIR | Exit | FLIR SYSTEMS INC | $0 | – | -15,488 | -100.0% | -0.16% | – |
DG | Exit | DOLLAR GENERAL CORP | $0 | – | -11,569 | -100.0% | -0.25% | – |
CLW | Exit | CLEARWATER PAPER CORP | $0 | – | -14,477 | -100.0% | -0.27% | – |
BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -16,374 | -100.0% | -0.77% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 42 | Q3 2023 | 9.5% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 8.5% |
VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 5.2% |
APPLE INC | 42 | Q3 2023 | 4.3% |
VANGUARD WHITEHALL FDS INC | 42 | Q3 2023 | 3.6% |
VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.8% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 2.6% |
MICROSOFT CORP | 42 | Q3 2023 | 3.0% |
VANGUARD SPECIALIZED PORTFOL | 42 | Q3 2023 | 3.8% |
VERIZON COMMUNICATIONS INC | 42 | Q3 2023 | 3.4% |
View WOODMONT INVESTMENT COUNSEL LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-24 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-09 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-02 |
View WOODMONT INVESTMENT COUNSEL 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.