$263 Million is the total value of OTA Financial Group L.P.'s 326 reported holdings in Q4 2009. The portfolio turnover from Q3 2009 to Q4 2009 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2009 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2010-02-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPROTT PHYSICAL GOLD TRUST | 30 | Q4 2022 | 14.7% |
SPROTT PHYSICAL SILVER TRUST | 23 | Q4 2022 | 7.4% |
LIBERTY SIRIUSXM GROUP-A | 20 | Q2 2022 | 5.9% |
LIBERTY SIRIUS GROUP-C | 18 | Q2 2022 | 9.1% |
AMERICA MOVIL S A DE C V | 18 | Q4 2022 | 1.1% |
LIBERTY BROADBAND-C | 16 | Q2 2023 | 12.7% |
LENNAR CORP CL B | 16 | Q4 2020 | 10.9% |
PNC FINANCIAL SERVICES GROUP | 14 | Q3 2018 | 15.9% |
LIBERTY TRIPADVISOR HDG-A | 14 | Q1 2022 | 1.5% |
JPMORGAN CHASE & CO | 13 | Q3 2018 | 27.3% |
View OTA Financial Group L.P.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
China Mineral Acquisition CORPSold out | February 14, 2007 | 0 | 0.0% |
VALLEY BANCORPSold out | February 14, 2007 | 0 | 0.0% |
View OTA Financial Group L.P.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-08-17 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-09 |
13F-HR | 2022-10-17 |
13F-HR | 2022-07-15 |
13F-HR | 2022-04-19 |
13F-HR | 2022-01-28 |
13F-HR | 2021-10-12 |
13F-HR | 2021-07-28 |
13F-HR | 2021-04-14 |
View OTA Financial Group L.P.'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.