$174 Million is the total value of Point View Wealth Management, Inc.'s 246 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNMA | Exit | Federal Natl Mtg Assn | $0 | – | -10,000 | -100.0% | -0.01% | – |
| SAN | Exit | Banco Santander Sa | $0 | – | -19,929 | -100.0% | -0.05% | – |
| RGT | Exit | Royce Global Value Tr Inc Comadr | $0 | – | -12,681 | -100.0% | -0.06% | – |
| PZE | Exit | Petrobras Argentina | $0 | – | -18,264 | -100.0% | -0.07% | – |
| TM | Exit | Toyota Mtrs Corp Adrrepstg 2 Sadr | $0 | – | -1,753 | -100.0% | -0.12% | – |
| VIVHY | Exit | Vivendi Sa Unspon Adr Each Repadr | $0 | – | -10,102 | -100.0% | -0.12% | – |
| GOLD | Exit | Randgold Resources Ads Each Readr | $0 | – | -2,090 | -100.0% | -0.12% | – |
| KMB | Exit | Kimberly Clark Corp | $0 | – | -1,658 | -100.0% | -0.12% | – |
| CSI | Exit | Cutwater Select Income Fd Com | $0 | – | -10,461 | -100.0% | -0.13% | – |
| SPGI | Exit | S&P Global Inc Com | $0 | – | -1,733 | -100.0% | -0.13% | – |
| IM | Exit | Ingram Micro Inc | $0 | – | -27,705 | -100.0% | -0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-07
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.