$318 Million is the total value of Exchange Capital Management, Inc.'s 233 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEEV | New | Veeva Systems Inc | $1,378,000 | – | 24,927 | +100.0% | 0.43% | – |
| APTV | New | Aptiv Plc | $990,000 | – | 11,673 | +100.0% | 0.31% | – |
| DDWM | New | WisdomTree Dynamic Ccy Hdgd Intl Eq ETFcurrncy int eq | $940,000 | – | 30,768 | +100.0% | 0.30% | – |
| HEFA | New | iShares Currency Hedged MSCI EAFEhdg msci eafe | $890,000 | – | 29,989 | +100.0% | 0.28% | – |
| QCRH | New | QCR Holdings Inc | $782,000 | – | 18,250 | +100.0% | 0.25% | – |
| IBDS | New | iShares iBonds Dec 2027 Term Corp ETFibonds etf | $473,000 | – | 18,965 | +100.0% | 0.15% | – |
| IEMG | New | iShares Core MSCI Emerging Marketscore msci emkt | $414,000 | – | 7,278 | +100.0% | 0.13% | – |
| DLPH | New | Delphi Technologies PLC | $393,000 | – | 7,483 | +100.0% | 0.12% | – |
| P | New | Pandora Media Inc | $26,000 | – | 5,450 | +100.0% | 0.01% | – |
| BSJJ | New | Guggenheim BulletShrs 2019 HY CorpBd ETFgug bul 2019 hy | $2,000 | – | 100 | +100.0% | 0.00% | – |
| BSJM | New | Guggenheim BulletShrs 2022 HY CorpBd ETF2022 hg yld cb | $2,000 | – | 100 | +100.0% | 0.00% | – |
| LUMN | New | CenturyLink Inc | $0 | – | 1 | +100.0% | 0.00% | – |
| VOD | New | Vodafone Group PLCsponsored adr | $0 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2018-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P Midcap 400 ETF Trus | 42 | Q3 2023 | 9.4% |
| Berkshire Hathaway Inc | 42 | Q3 2023 | 3.6% |
| iShares S&P SM Cap 600 Index FD | 42 | Q3 2023 | 4.9% |
| Amazon.com Inc | 42 | Q3 2023 | 3.3% |
| Visa Inc. | 42 | Q3 2023 | 3.8% |
| BlackRock, Inc. | 42 | Q3 2023 | 2.3% |
| JPMorgan Chase & Co | 42 | Q3 2023 | 3.8% |
| Johnson & Johnson | 42 | Q3 2023 | 3.6% |
| Walt Disney Co | 42 | Q3 2023 | 2.6% |
| Apple Inc. | 42 | Q3 2023 | 4.0% |
View Exchange Capital Management, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| WisdomTree Trust | February 05, 2021 | 383,430 | 7.6% |
| Gemphire Therapeutics Inc. | February 10, 2017 | 808,574 | 8.7% |
View Exchange Capital Management, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-27 |
View Exchange Capital Management, 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.