$536 Million is the total value of GHP Investment Advisors, Inc.'s 292 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FMS | Exit | FRESENIUS MED CARE AG&CO KGAsponsored adr | $0 | – | -4,640 | -100.0% | -0.04% | – |
| DBD | Exit | DIEBOLD INC | $0 | – | -9,386 | -100.0% | -0.05% | – |
| YUM | Exit | YUM BRANDS INC | $0 | – | -2,648 | -100.0% | -0.05% | – |
| MYI | Exit | BLACKROCK MUNIYIELD QLTY FD | $0 | – | -20,314 | -100.0% | -0.06% | – |
| RSTI | Exit | ROFIN SINAR TECHNOLOGIES INC | $0 | – | -11,947 | -100.0% | -0.08% | – |
| BSCG | Exit | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2016 | $0 | – | -22,381 | -100.0% | -0.10% | – |
| AMSG | Exit | AMSURG CORP | $0 | – | -16,280 | -100.0% | -0.22% | – |
| BSJG | Exit | CLAYMORE EXCHANGE TRD FD TRgug blt2016 hy | $0 | – | -80,962 | -100.0% | -0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 5.3% |
| ISHARES TR | 42 | Q3 2023 | 3.9% |
| ISHARES TR | 42 | Q3 2023 | 3.5% |
| ISHARES TR | 42 | Q3 2023 | 4.3% |
| ISHARES TR | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 3.6% |
| ISHARES TR | 42 | Q3 2023 | 3.2% |
| ISHARES TR | 42 | Q3 2023 | 2.5% |
| APPLE INC | 42 | Q3 2023 | 2.6% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 2.3% |
View GHP Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-16 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-28 |
View GHP Investment Advisors, 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.