$110 Million is the total value of Point View Wealth Management, Inc.'s 177 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 111.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | Kinder Morgan Mgmt Llc Frac Sh | $0 | – | -47,761 | -100.0% | 0.00% | – | |
| PZE | Exit | Petrobras Energia Participacadr | $0 | – | -11,890 | -100.0% | -0.06% | – |
| GGB | Exit | Gerdau Sa ADRadr | $0 | – | -11,160 | -100.0% | -0.08% | – |
| FLEX | Exit | Flextronics Intl Ltd | $0 | – | -13,273 | -100.0% | -0.10% | – |
| AAUKY | Exit | Anglo American Adr Each Repradr | $0 | – | -11,059 | -100.0% | -0.12% | – |
| NVY | Exit | Nuveen Pa Divid Advantage Mun | $0 | – | -13,780 | -100.0% | -0.16% | – |
| NYCB | Exit | New York Community Bancorp | $0 | – | -10,579 | -100.0% | -0.17% | – |
| 1338PS | Exit | Ubs Ag Shs New Isin #ch00 | $0 | – | -10,587 | -100.0% | -0.19% | – |
| DEO | Exit | Diageo PLC | $0 | – | -1,565 | -100.0% | -0.20% | – |
| IX | Exit | Orix Corporation Spon Adr Eadr | $0 | – | -3,246 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corp | 29 | Q4 2020 | 4.1% |
| Exxon-Mobil | 29 | Q4 2020 | 2.1% |
| Pfizer | 29 | Q4 2020 | 2.0% |
| Tyson Foods Inc Cl Afrmly Com | 29 | Q4 2020 | 2.4% |
| Northrop Grumman Corp Holdi | 29 | Q4 2020 | 1.7% |
| Western Asset Claymore U | 29 | Q4 2020 | 1.8% |
| ChevronTexaco | 29 | Q4 2020 | 1.7% |
| Deere & Co. | 29 | Q4 2020 | 2.0% |
| Merck | 29 | Q4 2020 | 1.6% |
| AT T Inc | 29 | Q4 2020 | 1.5% |
View Point View Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-11-06 |
| 13F-HR | 2020-07-29 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-11-06 |
| 13F-HR | 2019-07-29 |
| 13F-HR | 2019-05-06 |
| 13F-HR | 2019-02-07 |
| 13F-HR | 2018-11-08 |
View Point View Wealth 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.