$169 Million is the total value of Point View Wealth Management, Inc.'s 237 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SYF | New | Synchrony Financial Com | $366,000 | – | 13,059 | +100.0% | 0.22% | – |
| CXW | New | Corrections Corp Amer New Com | $250,000 | – | 17,997 | +100.0% | 0.15% | – |
| BCO | New | Brinks Co | $245,000 | – | 6,604 | +100.0% | 0.14% | – |
| MGA | New | Magna Intl Inc | $237,000 | – | 5,527 | +100.0% | 0.14% | – |
| SPGI | New | S&P Global Inc Com | $219,000 | – | 1,733 | +100.0% | 0.13% | – |
| IX | New | Orix Corporation Spon Adr E | $209,000 | – | 2,820 | +100.0% | 0.12% | – |
| TM | New | Toyota Mtrs Corp Adrrepstg 2 Sadr | $203,000 | – | 1,753 | +100.0% | 0.12% | – |
| MAN | New | Manpower | $202,000 | – | 2,790 | +100.0% | 0.12% | – |
| WSM | New | Williams Sonoma Inc Com Isin # | $203,000 | – | 3,977 | +100.0% | 0.12% | – |
| 1338PS | New | Ubs Ag Shs New Isin #ch00adr | $141,000 | – | 10,371 | +100.0% | 0.08% | – |
| FNMA | New | Federal Natl Mtg Assn | $17,000 | – | 10,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-04
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.