$195 Million is the total value of GREYSTONE INVESTMENT MANAGEMENT LLC's 45 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WAFD | Exit | WASHINGTON FED INC | $0 | – | -6,375 | -100.0% | -0.09% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -1,650 | -100.0% | -0.10% | – |
| PX | Exit | PRAXAIR INC | $0 | – | -2,380 | -100.0% | -0.16% | – |
| BEP | Exit | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | – | -42,320 | -100.0% | -0.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BROOKFIELD ASSET MGMT INC | 23 | Q4 2018 | 7.1% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q4 2018 | 7.1% |
| MICROSOFT CORP | 23 | Q4 2018 | 6.8% |
| WELLS FARGO CO NEW | 23 | Q4 2018 | 5.8% |
| BANK NEW YORK MELLON CORP | 23 | Q4 2018 | 5.6% |
| HOWARD HUGHES CORP | 23 | Q4 2018 | 5.7% |
| BROOKFIELD PPTY PARTNERS L P | 23 | Q4 2018 | 2.9% |
| BROOKFIELD INFRAST PARTNERS | 23 | Q4 2018 | 3.8% |
| VANGUARD WORLD FDS | 23 | Q4 2018 | 3.2% |
| DISNEY WALT CO | 23 | Q4 2018 | 1.9% |
View GREYSTONE INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-01-14 |
| 13F-HR | 2018-10-18 |
| 13F-HR | 2018-07-26 |
| 13F-HR | 2018-04-16 |
| 13F-HR | 2018-01-25 |
| 13F-HR | 2017-10-30 |
| 13F-HR | 2017-07-28 |
| 13F-HR | 2017-04-26 |
| 13F-HR | 2017-01-27 |
| 13F-HR | 2016-10-28 |
View GREYSTONE INVESTMENT MANAGEMENT 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.