$225 Million is the total value of Point View Wealth Management, Inc.'s 270 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AUY | Exit | Yamana Gold Inc Comadr | $0 | – | -18,387 | -100.0% | -0.02% | – |
| NMR | Exit | Nomura Holdings Inc | $0 | – | -13,546 | -100.0% | -0.03% | – |
| AGC | Exit | Advent Claymore Gib | $0 | – | -14,717 | -100.0% | -0.04% | – |
| BBVA | Exit | Banco Bilbao Vizcayaadr | $0 | – | -12,288 | -100.0% | -0.04% | – |
| KGC | Exit | Kinross Gold Corp Co | $0 | – | -24,196 | -100.0% | -0.04% | – |
| EXD | Exit | Eaton Vance Tax Adva | $0 | – | -12,349 | -100.0% | -0.05% | – |
| DGX | Exit | Quest Diagnostics In | $0 | – | -1,831 | -100.0% | -0.09% | – |
| VLKAY | Exit | Volkswagen Ag Adradr | $0 | – | -41,859 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-08
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.