$0 is the total value of 1834 INVESTMENT ADVISORS CO's 0 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARCC | Exit | Ares Capital Corp. | $0 | – | -10,158 | -100.0% | -0.05% | – |
| RTN | Exit | Raytheon Co. | $0 | – | -2,100 | -100.0% | -0.06% | – |
| APC | Exit | Anadarko Petroleum | $0 | – | -2,545 | -100.0% | -0.06% | – |
| RPG | Exit | Rydex S&P Pure Growthinx | $0 | – | -2,946 | -100.0% | -0.06% | – |
| GOOGL | Exit | Google Inc. Class A | $0 | – | -203 | -100.0% | -0.07% | – |
| FMS | Exit | Fresenius Med Care | $0 | – | -6,498 | -100.0% | -0.07% | – |
| RDSA | Exit | Royal Dutch Shell Cl A | $0 | – | -3,555 | -100.0% | -0.08% | – |
| DHR | Exit | Danaher Corp | $0 | – | -3,603 | -100.0% | -0.08% | – |
| DRI | Exit | Darden Restaurants | $0 | – | -7,241 | -100.0% | -0.11% | – |
| TM | Exit | Toyota Motor Corp. | $0 | – | -3,500 | -100.0% | -0.12% | – |
| WEC | Exit | Wis. Energy Corp | $0 | – | -10,246 | -100.0% | -0.14% | – |
| M102SC | Exit | Nuveen Equity Prem Oppty Fd | $0 | – | -118,100 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 7.5% |
| ISHARES TR | 42 | Q3 2023 | 5.2% |
| ISHARES TR | 42 | Q3 2023 | 4.3% |
| ISHARES TR | 42 | Q3 2023 | 3.9% |
| APPLE INC | 42 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.4% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.2% |
| S&P Smallcap 600 Growth Index | 42 | Q3 2023 | 2.1% |
| S&P Smallcap 600 Value Index F | 42 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.9% |
View 1834 INVESTMENT ADVISORS CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-24 |
| 13F-HR | 2022-02-16 |
View 1834 INVESTMENT ADVISORS CO'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.