$0 is the total value of 1834 INVESTMENT ADVISORS CO's 0 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | Ivy Muni High Income Fund Cl Iinx | $0 | – | -18,321 | -100.0% | -0.02% | – | |
| Exit | Federated Kaufmann Fund Cl Afund | $0 | – | -16,689 | -100.0% | -0.02% | – | |
| Exit | T. Rowe Price Tax-Free Incomeinx | $0 | – | -11,333 | -100.0% | -0.02% | – | |
| Exit | Wells Fargo Wisconsin Tax-Freeinx | $0 | – | -10,680 | -100.0% | -0.02% | – | |
| Exit | JP Morgan Core Plus Bond Fd Clinx | $0 | – | -16,224 | -100.0% | -0.02% | – | |
| PMO | Exit | Putnam Municipal Opportunitiesinx | $0 | – | -18,200 | -100.0% | -0.04% | – |
| Exit | Vanguard Small Cap Index Fundfund | $0 | – | -3,487 | -100.0% | -0.04% | – | |
| URI | Exit | United Rentals, Inc. | $0 | – | -1,715 | -100.0% | -0.04% | – |
| Exit | JP Morgan Value Advantage Fd Cfund | $0 | – | -9,084 | -100.0% | -0.06% | – | |
| Exit | Vanguard Growth Indexfund | $0 | – | -4,610 | -100.0% | -0.06% | – | |
| Exit | Vanguard Mid-Cap Index Fundfund | $0 | – | -7,879 | -100.0% | -0.06% | – | |
| Exit | Franklin Fed Tax-Free Inc Cl Ainx | $0 | – | -29,500 | -100.0% | -0.07% | – | |
| BSCH | Exit | Guggenheim BulletShares 2017 Cinx | $0 | – | -16,300 | -100.0% | -0.07% | – |
| BSJH | Exit | Guggenheim BulletShares 2017 Hinx | $0 | – | -16,948 | -100.0% | -0.08% | – |
| Exit | Vanguard Balanced Index Admirafund | $0 | – | -13,046 | -100.0% | -0.08% | – | |
| JJGTF | Exit | iPath Dow Jones-UBS Grains Subinx | $0 | – | -17,000 | -100.0% | -0.08% | – |
| Exit | JP Morgan Income Builder Fd Clfund | $0 | – | -43,913 | -100.0% | -0.09% | – | |
| Exit | JP Morgan Strategic Income Oppinx | $0 | – | -48,167 | -100.0% | -0.10% | – | |
| Exit | Fidelity Spartan 500 Index Advfund | $0 | – | -6,594 | -100.0% | -0.11% | – | |
| Exit | Fidelity Spartan US Bond Indexinx | $0 | – | -53,603 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-16
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.