$124 Million is the total value of MIDWEST INVESTMENT MANAGEMENT LLC's 53 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 14.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | BERKSHIRE HATHAWAY INC CL A | $3,415,000 | +7.9% | 16 | 0.0% | 2.75% | +2.3% | |
VIG | VANUGUARD SPECIALIZED DIV APPetf | $468,000 | +4.5% | 5,772 | 0.0% | 0.38% | -1.0% | |
BAM | BROOKFIELD ASSET MGMT CL A LTD | $414,000 | +10.4% | 11,925 | 0.0% | 0.33% | +4.7% | |
IWR | RUSSELL MIDCAP ISHARES ETF (IWetf | $276,000 | +1.5% | 1,700 | 0.0% | 0.22% | -3.5% | |
PM | PHILIP MORRIS INTL INC COM | $262,000 | +11.5% | 2,675 | 0.0% | 0.21% | +5.5% | |
PBCT | PEOPLES UTD FINL INC COM | $229,000 | -1.3% | 14,383 | 0.0% | 0.18% | -6.1% | |
BAC | BANK OF AMERICA CORP COM | $214,000 | -19.5% | 15,838 | 0.0% | 0.17% | -23.5% | |
EMDF | E MED FUTURE INC COM | $0 | – | 15,600 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC CL B | 18 | Q3 2017 | 12.9% |
WELLS FARGO & CO NEW COM | 18 | Q3 2017 | 7.5% |
BERKSHIRE HATHAWAY INC CL A | 18 | Q3 2017 | 3.7% |
U S BANKCORP DEL | 18 | Q3 2017 | 3.4% |
DAVITA INC | 18 | Q3 2017 | 3.3% |
TJX COS INC NEW COM | 18 | Q3 2017 | 3.3% |
J P MORGAN CHASE & CO. | 18 | Q3 2017 | 3.0% |
VISA INC COM CL A | 18 | Q3 2017 | 4.4% |
THERMO FISHER SCIENTIFIC INC | 18 | Q3 2017 | 2.6% |
PRICE T ROWE GROUP INC COM | 18 | Q3 2017 | 2.9% |
View MIDWEST INVESTMENT MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2017-10-13 |
13F-HR | 2017-08-03 |
13F-HR | 2017-05-10 |
13F-HR | 2017-01-25 |
13F-HR | 2016-11-02 |
13F-HR | 2016-08-09 |
13F-HR | 2016-05-12 |
13F-HR | 2016-02-05 |
13F-HR | 2015-11-12 |
13F-HR | 2015-08-11 |
View MIDWEST 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.