$215 Million is the total value of MARSHWINDS ADVISORY CO's 136 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RAVN | New | Raven Industries | $221,000 | – | 7,601 | +100.0% | 0.10% | – |
BAX | New | Baxter Intl | $218,000 | – | 4,201 | +100.0% | 0.10% | – |
AGN | New | Allergan, PLC | $213,000 | – | 892 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Coca Cola Company (1) | 23 | Q4 2018 | 4.0% |
A T & T Corp (.62) | 23 | Q4 2018 | 3.2% |
Microsoft (1.19) | 23 | Q4 2018 | 3.9% |
Oracle Corp (1.34) | 23 | Q4 2018 | 2.9% |
General Electric (1) | 23 | Q4 2018 | 3.1% |
Mondelez International Inc. (1 | 23 | Q4 2018 | 2.8% |
Amgen (.81) | 23 | Q4 2018 | 2.7% |
Pfizer, Inc. (1.04) | 23 | Q4 2018 | 2.7% |
Merck Drug Company (.99) | 23 | Q4 2018 | 2.4% |
Exxon Mobil (.66) | 23 | Q4 2018 | 2.2% |
View MARSHWINDS ADVISORY CO's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-01-07 |
13F-HR | 2018-10-04 |
13F-HR | 2018-07-09 |
13F-HR | 2018-04-09 |
13F-HR | 2018-01-08 |
13F-HR | 2017-10-06 |
13F-HR | 2017-07-11 |
13F-HR | 2017-04-12 |
13F-HR | 2017-01-10 |
13F-HR | 2016-10-13 |
View MARSHWINDS ADVISORY 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.