$0 is the total value of INVESTMENT CENTERS OF AMERICA INC's 1 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 133.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | NONEna | $0 | – | 0 | +100.0% | 0.00% | – | |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -2,059 | -100.0% | -30.62% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -5,357 | -100.0% | -33.71% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,036 | -100.0% | -35.67% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 19 | Q4 2017 | 30.6% |
| VANGUARD TAX MANAGED INTL FD | 19 | Q4 2017 | 33.7% |
| SPDR SERIES TRUST | 18 | Q3 2017 | 3.1% |
| VANGUARD INDEX FDS | 18 | Q3 2017 | 3.1% |
| SUMMIT HOTEL PPTYS | 18 | Q3 2017 | 5.8% |
| ALTRIA GROUP INC | 18 | Q3 2017 | 2.5% |
| AT&T INC | 18 | Q3 2017 | 2.0% |
| ISHARES TR | 18 | Q3 2017 | 1.5% |
| INVESTORS REAL ESTATE TR | 18 | Q3 2017 | 1.9% |
| VANGUARD INDEX FDS | 18 | Q3 2017 | 1.5% |
View INVESTMENT CENTERS OF AMERICA INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-04-16 |
| 13F-HR | 2018-02-14 |
| D/A | 2018-01-19 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-11 |
| 13F-HR | 2017-05-15 |
| 13F-HR | 2017-02-13 |
| D/A | 2017-01-20 |
| D | 2017-01-20 |
| 13F-HR | 2016-11-10 |
View INVESTMENT CENTERS OF AMERICA 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.