$168 Million is the total value of Stevens First Principles Investment Advisors's 158 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 13.5% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PYPL | Sell | Paypal Hldgs Inc Com | $16,231,000 | +21.3% | 156,303 | -1.8% | 9.66% | +6.7% |
CSX | Sell | Csx Corporation | $10,710,000 | +18.8% | 143,147 | -1.3% | 6.38% | +4.5% |
WIW | Sell | Western Asset Claymore Inflation Linked | $9,589,000 | +5.7% | 893,618 | -0.1% | 5.71% | -7.0% |
NSC | Sell | Norfolk Southern Corp | $7,124,000 | +24.6% | 38,121 | -0.3% | 4.24% | +9.6% |
CHD | Sell | Church & Dwight Co | $7,008,000 | +6.3% | 98,380 | -1.9% | 4.17% | -6.5% |
WY | Buy | Weyerhaeuser Co | $6,346,000 | +21.6% | 240,927 | +0.9% | 3.78% | +7.0% |
NEE | Sell | Nextera Energy Inc | $5,896,000 | +9.7% | 30,500 | -1.3% | 3.51% | -3.5% |
NUV | Buy | Nuveen Municipal Value Fund | $5,615,000 | +13.9% | 561,503 | +5.6% | 3.34% | +0.3% |
SYY | Sell | Sysco Corp | $5,347,000 | +3.3% | 80,098 | -3.1% | 3.18% | -9.1% |
ADM | Buy | Archer Daniels Midland Co | $5,195,000 | +5.3% | 120,457 | +0.1% | 3.09% | -7.3% |
PCH | Buy | Potlatch Corp | $4,969,000 | +21.3% | 131,488 | +1.5% | 2.96% | +6.7% |
T | Buy | AT&T Inc | $4,628,000 | +17.6% | 147,563 | +7.0% | 2.76% | +3.4% |
BDX | Sell | Becton Dickinson Co | $4,085,000 | +8.2% | 16,356 | -2.4% | 2.43% | -4.7% |
XOM | Buy | Exxon Mobil Corp | $3,942,000 | +23.3% | 48,791 | +4.0% | 2.35% | +8.5% |
WRB | Sell | Berkley W R Corp | $3,835,000 | +13.4% | 45,264 | -1.1% | 2.28% | -0.2% |
CSCO | Buy | Cisco Systems Inc | $3,375,000 | +60.0% | 62,512 | +28.4% | 2.01% | +40.8% |
DHI | Sell | Dr Horton Inc | $3,368,000 | +19.3% | 81,396 | -0.1% | 2.01% | +5.0% |
ALL | Sell | Allstate Corp | $3,266,000 | +12.9% | 34,679 | -0.9% | 1.94% | -0.6% |
ESLT | Sell | Elbit Systems Ltdord | $3,248,000 | +7.5% | 25,176 | -5.0% | 1.93% | -5.4% |
TTE | Buy | Total Sasponsored ads | $2,948,000 | +14.3% | 52,967 | +7.2% | 1.76% | +0.5% |
D | Buy | Dominion Res Inc Va | $2,844,000 | +13.5% | 37,097 | +5.8% | 1.69% | -0.1% |
DWDP | Buy | Dowdupont Inc Com | $2,841,000 | +1.4% | 53,294 | +1.3% | 1.69% | -10.8% |
GILD | Sell | Gilead Sciences Inc | $2,659,000 | +1.3% | 40,908 | -2.6% | 1.58% | -10.9% |
NVDA | New | Nvidia Corp Com | $2,615,000 | – | 14,563 | +100.0% | 1.56% | – |
MWA | Buy | Mueller Water Products Inc | $2,545,000 | +23.7% | 253,486 | +12.2% | 1.52% | +8.9% |
GLD | Sell | SPDR Gold Trust | $2,479,000 | -1.7% | 20,319 | -2.4% | 1.48% | -13.6% |
RYN | Sell | Rayonier Inc | $2,408,000 | +9.3% | 76,381 | -4.0% | 1.43% | -3.9% |
MOGA | Sell | Moog Inccl a | $2,128,000 | +11.1% | 24,479 | -1.0% | 1.27% | -2.2% |
VIAB | Buy | Viacom Inc - Bcl b | $2,027,000 | +29.0% | 72,202 | +18.1% | 1.21% | +13.5% |
HDS | Buy | Hd Supply Hldgs Inc Com | $1,864,000 | +21.4% | 43,006 | +5.1% | 1.11% | +6.7% |
ABB | Buy | Abb Ltd Sponsored Adrsponsored adr | $1,700,000 | +4.4% | 90,100 | +5.2% | 1.01% | -8.2% |
GSK | Sell | Glaxosmithkline Plc ADRsponsored adr | $1,689,000 | +2.1% | 40,425 | -6.6% | 1.01% | -10.1% |
PFE | Buy | Pfizer Inc | $1,477,000 | 0.0% | 34,786 | +2.8% | 0.88% | -12.0% |
AGCO | Sell | Agco Corp | $1,475,000 | +23.2% | 21,203 | -1.4% | 0.88% | +8.4% |
CVS | Sell | CVS Caremark Corp | $1,352,000 | -24.7% | 25,069 | -8.5% | 0.80% | -33.8% |
XYL | Sell | Xylem Inc | $1,285,000 | +17.0% | 16,255 | -1.2% | 0.76% | +3.0% |
GD | Buy | General Dynamics | $1,273,000 | +12.6% | 7,522 | +4.5% | 0.76% | -0.9% |
CYBR | Cyber-Ark Software Ltd Com Ils0.01 | $1,137,000 | +60.6% | 9,550 | 0.0% | 0.68% | +41.3% | |
AAPL | Buy | Apple Inc | $1,131,000 | +25.4% | 5,955 | +4.1% | 0.67% | +10.3% |
KAMN | Kaman Corp Com Formerly Cl A To 10/11/20 | $1,006,000 | +4.2% | 17,207 | 0.0% | 0.60% | -8.3% | |
LGFA | Buy | Lions Gate Entertainment Corp Voting Shacl a vtg | $797,000 | +49.3% | 50,946 | +53.7% | 0.48% | +31.6% |
RDSB | Sell | Royal Dutch Shell Plc ADRspons adr b | $723,000 | -16.3% | 11,306 | -21.6% | 0.43% | -26.3% |
PAHC | Buy | Phibro Animal Health Corp Cl A Com | $572,000 | +17.5% | 17,340 | +14.4% | 0.34% | +3.3% |
EW | Edwards Lifesciences | $547,000 | +24.9% | 2,860 | 0.0% | 0.33% | +10.1% | |
RSG | Republic Services Inc Com | $537,000 | +11.4% | 6,685 | 0.0% | 0.32% | -1.8% | |
FB | Sell | Facebook Inccl a | $501,000 | +19.6% | 3,006 | -6.0% | 0.30% | +4.9% |
RGLD | Royal Gold Inc | $455,000 | +6.3% | 5,000 | 0.0% | 0.27% | -6.6% | |
SXT | Sensient Technologies | $441,000 | +21.5% | 6,500 | 0.0% | 0.26% | +6.9% | |
SEB | Seaboard Corp | $441,000 | +21.2% | 103 | 0.0% | 0.26% | +6.9% | |
PEP | PepsiCo Inc. | $392,000 | +10.7% | 3,200 | 0.0% | 0.23% | -2.9% | |
TXT | Sell | Textron Inc | $387,000 | +6.9% | 7,635 | -3.0% | 0.23% | -6.1% |
ZTS | Zoetis Inc Com Usd0.01 Cl Acl a | $315,000 | +17.5% | 3,130 | 0.0% | 0.19% | +3.9% | |
VCIT | Buy | Vanguard Scottsdale Fds Intermediate Terint-term corp | $309,000 | +635.7% | 3,561 | +599.6% | 0.18% | +557.1% |
BSX | Buy | Boston Scientific | $300,000 | +32.2% | 7,805 | +21.5% | 0.18% | +16.2% |
TR | Tootsie Roll Industries | $296,000 | +11.7% | 7,938 | 0.0% | 0.18% | -1.7% | |
EXP | Buy | Eagle Materials Inc | $291,000 | +99.3% | 3,450 | +44.1% | 0.17% | +74.7% |
BND | New | Vanguard Bd Index Fd Inc Total Bd Markettotal bnd mrkt | $279,000 | – | 3,441 | +100.0% | 0.17% | – |
MRK | Merck & Co Inc | $277,000 | +9.1% | 3,329 | 0.0% | 0.16% | -4.1% | |
ETN | Buy | Eaton Corp | $244,000 | +24.5% | 3,025 | +6.1% | 0.14% | +9.0% |
MSFT | Microsoft Corp | $243,000 | +16.3% | 2,061 | 0.0% | 0.14% | +2.8% | |
AON | Aon Plc Com Usd0.01 Cl A | $215,000 | +17.5% | 1,257 | 0.0% | 0.13% | +3.2% | |
KMB | Kimberly Clark Corp | $198,000 | +8.8% | 1,600 | 0.0% | 0.12% | -4.1% | |
BMY | Sell | Bristol Myers Squibb Co | $197,000 | -13.6% | 4,125 | -6.1% | 0.12% | -24.0% |
MLP | Buy | Maui Ld &Pineapple Inc Com | $194,000 | +870.0% | 17,000 | +750.0% | 0.12% | +728.6% |
PPL | Buy | Ppl Corp | $195,000 | +114.3% | 6,147 | +92.0% | 0.12% | +87.1% |
UNP | Union Pacific Corp | $184,000 | +21.1% | 1,102 | 0.0% | 0.11% | +6.8% | |
VEEV | Veeva Systems Inc Com Usd0.00001 Cl A | $181,000 | +41.4% | 1,430 | 0.0% | 0.11% | +24.1% | |
HON | Sell | Honeywell International Inc | $176,000 | +14.3% | 1,110 | -4.7% | 0.10% | +1.0% |
BFB | Buy | Brown Forman Corp Cl Bcl b | $173,000 | +15.3% | 3,269 | +4.0% | 0.10% | +1.0% |
DIS | Buy | Walt Disney Co | $159,000 | +297.5% | 1,431 | +292.1% | 0.10% | +251.9% |
IJR | Sell | iShares Trust S&P Smallcap 600 Indexcore s&p scp etf | $154,000 | +4.1% | 1,996 | -6.7% | 0.09% | -8.0% |
NFLX | Buy | Netflix Com Inc | $146,000 | +75.9% | 410 | +32.3% | 0.09% | +55.4% |
CIZN | Citizens Holding Co | $144,000 | +4.3% | 6,580 | 0.0% | 0.09% | -7.5% | |
SBUX | Starbucks Corp Com | $126,000 | +15.6% | 1,700 | 0.0% | 0.08% | +1.4% | |
HDV | Ishares TRUST Ishares Core High Dividendcore high dv etf | $106,000 | +10.4% | 1,139 | 0.0% | 0.06% | -3.1% | |
CKX | New | Ckx Lds Inc Com | $106,000 | – | 10,565 | +100.0% | 0.06% | – |
LMNR | Limoneira Co Com Isin #Us5327461043 Sedo | $98,000 | +19.5% | 4,170 | 0.0% | 0.06% | +5.5% | |
USFD | Buy | US Foods Hldg Corp Com | $89,000 | +102.3% | 2,560 | +84.2% | 0.05% | +76.7% |
AUBN | Buy | Auburn Natl Bancorp Com | $83,000 | +159.4% | 2,110 | +111.0% | 0.05% | +122.7% |
WAFD | Buy | Washington Fed Inc Com Isin #Us938824109 | $82,000 | +41.4% | 2,855 | +32.5% | 0.05% | +25.6% |
VZ | Buy | Verizon Communications | $80,000 | +14.3% | 1,348 | +8.0% | 0.05% | +2.1% |
SMG | Sell | Scotts MiracleGro Cocl a | $81,000 | -43.0% | 1,030 | -55.5% | 0.05% | -50.0% |
AMZN | Amazon Com Inc | $80,000 | +17.6% | 45 | 0.0% | 0.05% | +4.3% | |
ADX | Sell | Adams Express Company | $79,000 | +12.9% | 5,505 | -0.1% | 0.05% | 0.0% |
PII | Polaris Industries | $77,000 | +10.0% | 910 | 0.0% | 0.05% | -2.1% | |
PG | Procter & Gamble Co | $71,000 | +12.7% | 683 | 0.0% | 0.04% | -2.3% | |
AMGN | Buy | Amgen Inc | $68,000 | +33.3% | 357 | +37.3% | 0.04% | +14.3% |
ODC | Oil-Dri Corp Of Amer | $65,000 | +16.1% | 2,095 | 0.0% | 0.04% | +2.6% | |
SPY | S&P 500 Depository Receipttr unit | $62,000 | +12.7% | 220 | 0.0% | 0.04% | 0.0% | |
KSU | Kansas City Southern | $60,000 | +20.0% | 520 | 0.0% | 0.04% | +5.9% | |
INTC | Intel Corp | $60,000 | +13.2% | 1,124 | 0.0% | 0.04% | 0.0% | |
LBRDA | Liberty Broadband Corp Com Usd0.01 Cl A( | $61,000 | +27.1% | 666 | 0.0% | 0.04% | +12.5% | |
TIP | Sell | iShares Barclays Tips Bond Fdtips bd etf | $55,000 | -1.8% | 489 | -4.5% | 0.03% | -13.2% |
ALK | Sell | Alaska Air Group Inc | $52,000 | -8.8% | 925 | -0.5% | 0.03% | -20.5% |
DGX | New | Quest Diagnostics | $51,000 | – | 565 | +100.0% | 0.03% | – |
TRN | Trinity Industries Inc | $48,000 | +6.7% | 2,200 | 0.0% | 0.03% | -3.3% | |
J | Jacobs Engineering | $42,000 | +31.2% | 555 | 0.0% | 0.02% | +13.6% | |
VTR | Buy | Ventas Inc Com | $42,000 | +100.0% | 655 | +81.9% | 0.02% | +78.6% |
CB | Chubb Limited | $40,000 | +8.1% | 286 | 0.0% | 0.02% | -4.0% | |
BRKB | Berkshire Hathaway Inc - Bcl b new | $36,000 | -2.7% | 180 | 0.0% | 0.02% | -16.0% | |
HD | Home Depot Inc | $35,000 | +12.9% | 180 | 0.0% | 0.02% | 0.0% | |
SLF | Sun Life Financial Inc Com Npv Isin #Ca8 | $35,000 | +12.9% | 920 | 0.0% | 0.02% | 0.0% | |
LRCX | New | Lam Research Corp | $36,000 | – | 200 | +100.0% | 0.02% | – |
SMBC | Southern Mo Bancorp Inc Com | $31,000 | -8.8% | 1,000 | 0.0% | 0.02% | -21.7% | |
CVX | Chevron Corp | $31,000 | +10.7% | 254 | 0.0% | 0.02% | -5.3% | |
TMO | Thermo Fisher Scientific Inc. | $30,000 | +20.0% | 110 | 0.0% | 0.02% | +5.9% | |
GRC | Gorman Rupp Co | $29,000 | +3.6% | 850 | 0.0% | 0.02% | -10.5% | |
GOOG | Sell | Google Inc Cl Ccap stk cl c | $29,000 | -60.8% | 25 | -64.8% | 0.02% | -66.0% |
SDY | Us SPDR S&P Dividend ETFs&p divid etf | $27,000 | +12.5% | 269 | 0.0% | 0.02% | 0.0% | |
JNJ | Sell | Johnson & Johnson | $27,000 | -72.2% | 191 | -74.6% | 0.02% | -75.8% |
FE | Firstenergy Corp | $25,000 | +13.6% | 589 | 0.0% | 0.02% | 0.0% | |
AA | Alcoa Inc | $26,000 | +4.0% | 932 | 0.0% | 0.02% | -11.8% | |
EXC | Exelon Corp | $23,000 | +9.5% | 461 | 0.0% | 0.01% | 0.0% | |
BZUN | Baozun Inc Adr Each Repr 3 Ord Cl A Sponsponsored adr | $21,000 | +40.0% | 515 | 0.0% | 0.01% | +30.0% | |
RDSA | Royal Dutch Shellspons adr a | $21,000 | +5.0% | 337 | 0.0% | 0.01% | -7.1% | |
ACA | Arcosa Inc Com | $22,000 | +10.0% | 730 | 0.0% | 0.01% | -7.1% | |
SIRI | Sirius Xm Radio Inc | $20,000 | 0.0% | 3,500 | 0.0% | 0.01% | -14.3% | |
TSLA | Buy | Tesla Motors Inc Com Usd0.001 | $19,000 | +26.7% | 67 | +48.9% | 0.01% | +10.0% |
SHY | iShares Lehman 1-3 Year Treasury Bond Fund1 3 yr treas bd | $17,000 | 0.0% | 203 | 0.0% | 0.01% | -16.7% | |
PMBC | Pacific Mercantile Bancorp | $15,000 | +7.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
ABBV | AbbVie Inc | $13,000 | -13.3% | 161 | 0.0% | 0.01% | -20.0% | |
GOOGL | Google Inc Cl Acap stk cl a | $14,000 | +7.7% | 12 | 0.0% | 0.01% | -11.1% | |
UPS | New | United Parcel Svc Inccl b | $11,000 | – | 100 | +100.0% | 0.01% | – |
AFL | Aflac Inc | $12,000 | +9.1% | 240 | 0.0% | 0.01% | 0.0% | |
RYAM | Rayonier Advanced Materials Inc Com Npv | $11,000 | +37.5% | 790 | 0.0% | 0.01% | +40.0% | |
NAC | Nuveen Calif Mun | $11,000 | +10.0% | 800 | 0.0% | 0.01% | 0.0% | |
AAL | New | American Airlines Group Inc Com Usd1 | $11,000 | – | 346 | +100.0% | 0.01% | – |
SNY | Sanofi-Aventis Sa ADRsponsored adr | $8,000 | +14.3% | 172 | 0.0% | 0.01% | 0.0% | |
BGCP | Bgc Partners Inc Cl Acl a | $8,000 | +14.3% | 1,450 | 0.0% | 0.01% | 0.0% | |
NMRK | Newmark Group Inc Cl Acl a | $6,000 | +20.0% | 672 | 0.0% | 0.00% | +33.3% | |
LMT | Lockheed Martin Corp | $6,000 | +20.0% | 19 | 0.0% | 0.00% | +33.3% | |
JPM | Jp Morgan Chase & Co | $6,000 | +20.0% | 56 | 0.0% | 0.00% | +33.3% | |
AEP | American Electric | $7,000 | +16.7% | 82 | 0.0% | 0.00% | 0.0% | |
AZN | Astrazeneca Plcsponsored adr | $5,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
PCI | New | Pimco Dynmic Credit And Mrt In Com Shs | $5,000 | – | 200 | +100.0% | 0.00% | – |
RTN | Raytheon Co | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
VOO | Buy | Vanguard Index Fds Formerly Vanguard Ind | $3,000 | +50.0% | 12 | +50.0% | 0.00% | +100.0% |
OXY | Occidental Petroleum Corp | $4,000 | 0.0% | 60 | 0.0% | 0.00% | -33.3% | |
REZI | Sell | Resideo Technologies Inc Com | $4,000 | 0.0% | 185 | -4.6% | 0.00% | -33.3% |
MCD | McdonaldS Corp | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
TGT | Target Corp | $3,000 | +50.0% | 34 | 0.0% | 0.00% | +100.0% | |
KO | Coca Cola Co | $4,000 | 0.0% | 82 | 0.0% | 0.00% | -33.3% | |
BA | Boeing Co | $4,000 | 0.0% | 11 | 0.0% | 0.00% | -33.3% | |
PRU | Prudential Finl Inc | $4,000 | 0.0% | 45 | 0.0% | 0.00% | -33.3% | |
BABA | Alibaba Group Hldg Ltdsponsored ads | $3,000 | +50.0% | 15 | 0.0% | 0.00% | +100.0% | |
PLAY | Dave &Busters Entmt Inc Com | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
V | Visa Inc | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
TTD | New | The Trade Desk Inc Com Cl A | $1,000 | – | 3 | +100.0% | 0.00% | – |
GTX | Sell | Garrett Motion Inc Com Usd0.001 | $2,000 | +100.0% | 110 | -4.3% | 0.00% | 0.0% |
SHOO | Madden Steven Ltd | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
ITW | Illinois Tool Works | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
AMD | Advanced Micro Devices Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
ASIX | Sell | Advansix Inc Com | $1,000 | 0.0% | 44 | -4.3% | 0.00% | 0.0% |
SLB | Schlumberger Limited | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
L | Loews Corporation | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
C | Citigroup Inc | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
VOD | Exit | Vodafone Group Plcsponsored adr | $0 | – | 0 | +100.0% | 0.00% | – |
FTNT | New | Fortinet Inc Com Usd0.001 | $0 | – | 5 | +100.0% | 0.00% | – |
Exit | Call (snap) Snap Inc Cl A Jan 18 19 $18call | $0 | – | -2,000 | -100.0% | 0.00% | – | |
GRUB | Grubhub Inc Com Usd0.0001 | $0 | – | 6 | 0.0% | 0.00% | – | |
ALEX | Exit | Alexander & Baldwin Inc | $0 | – | -307 | -100.0% | -0.00% | – |
MRO | Exit | Marathon Oil Corp | $0 | – | -528 | -100.0% | -0.01% | – |
MDT | Exit | Medtronic Inc | $0 | – | -271 | -100.0% | -0.02% | – |
UFS | Exit | Domtar Corp Com New | $0 | – | -881 | -100.0% | -0.02% | – |
JWA | Exit | Wiley John & Sonscl a | $0 | – | -1,250 | -100.0% | -0.04% | – |
KHC | Exit | Kraft Heinz Co Com | $0 | – | -1,725 | -100.0% | -0.05% | – |
LGIH | Exit | Lgi Homes Inc Com | $0 | – | -25,160 | -100.0% | -0.77% | – |
MDLZ | Exit | Mondelez Intl Inccl a | $0 | – | -57,035 | -100.0% | -1.54% | – |
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 2019-04-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Weyerhaeuser Co | 25 | Q2 2019 | 6.1% |
CSX Corporation | 25 | Q2 2019 | 6.4% |
Potlatch Corp | 25 | Q2 2019 | 4.1% |
Church & Dwight Co | 25 | Q2 2019 | 4.5% |
Norfolk Southern Corp | 25 | Q2 2019 | 4.4% |
NextEra Energy Inc | 25 | Q2 2019 | 3.6% |
Exxon Mobil Corp | 25 | Q2 2019 | 2.7% |
Nuveen Municipal Value Fund | 25 | Q2 2019 | 3.3% |
Rayonier Inc | 25 | Q2 2019 | 2.4% |
MOOG INC | 25 | Q2 2019 | 1.3% |
View Stevens First Principles Investment Advisors's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-07-22 |
13F-HR | 2019-04-25 |
13F-HR | 2019-02-07 |
13F-HR | 2018-11-06 |
13F-HR | 2018-08-07 |
13F-HR | 2018-05-11 |
13F-HR | 2018-02-09 |
13F-HR | 2017-11-03 |
13F-HR | 2017-08-14 |
13F-HR | 2017-05-02 |
View Stevens First Principles Investment Advisors'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.