$26.8 Million is the total value of FIDUCIARY COUNSELLING INC's 8 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WY | Sell | WEYERHAEUSER CO | $7,986,000 | +10.9% | 235,022 | -1.8% | 29.79% | +6.6% |
BRKA | BERKSHIRE HATHAWAY INCclass a | $5,996,000 | +2.3% | 24 | 0.0% | 22.37% | -1.6% | |
IWB | ISHARES TRrus 1000 etf | $4,739,000 | +5.5% | 36,110 | 0.0% | 17.68% | +1.4% | |
PCH | Sell | POTLATCH CORP NEW | $3,765,000 | +5.9% | 82,394 | -3.4% | 14.05% | +1.9% |
AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $2,778,000 | -0.1% | 86,004 | -2.3% | 10.36% | -4.0% |
RMT | Sell | ROYCE MICRO CAP TRUST INC | $933,000 | -24.3% | 111,241 | -26.4% | 3.48% | -27.2% |
RVT | Sell | ROYCE VALUE TR INC | $305,000 | -2.9% | 21,771 | -7.3% | 1.14% | -6.6% |
XOP | SPDR SERIES TRUSTs&p oil gas etf | $303,000 | -9.6% | 8,090 | 0.0% | 1.13% | -13.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-02
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC | 36 | Q3 2023 | 42.6% |
WEYERHAEUSER CO | 36 | Q3 2023 | 34.2% |
ISHARES TR | 36 | Q3 2023 | 28.1% |
POTLATCHDELTIC CORPORATION | 36 | Q3 2023 | 18.2% |
ISHARES INC | 17 | Q3 2023 | 1.1% |
SPDR S&P OIL GAS EXPLOR PROD ETF | 16 | Q2 2019 | 1.6% |
CLEARWATER PAPER CORP | 15 | Q3 2023 | 0.3% |
VANGUARD INDEX FDS | 14 | Q3 2023 | 5.9% |
ROYCE MICRO CAP TRUST INC | 12 | Q3 2017 | 5.2% |
ROYCE VALUE TR INC | 12 | Q3 2017 | 1.4% |
View FIDUCIARY COUNSELLING INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-01 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-03 |
View FIDUCIARY COUNSELLING INC'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.