$198 Million is the total value of Point View Wealth Management, Inc.'s 256 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CI | New | CIGNA | $1,023,000 | – | 5,385 | +100.0% | 0.52% | – |
| BASFY | New | BASF AG ADRsadr | $548,000 | – | 31,755 | +100.0% | 0.28% | – |
| EVN | New | Eaton Vance Mun Inco | $462,000 | – | 40,859 | +100.0% | 0.23% | – |
| URI | New | United Rentals Inc | $364,000 | – | 3,550 | +100.0% | 0.18% | – |
| New | FedEx Corp | $349,000 | – | 2,161 | +100.0% | 0.18% | – | |
| FEO | New | Ab Emerging Opportun | $300,000 | – | 24,680 | +100.0% | 0.15% | – |
| IIF | New | Morgan Stanley India | $212,000 | – | 10,592 | +100.0% | 0.11% | – |
| IRL | New | New Ireland Fd Inc | $212,000 | – | 25,398 | +100.0% | 0.11% | – |
| ZNGA | New | Zynga Inc Com | $54,000 | – | 13,864 | +100.0% | 0.03% | – |
| SND | New | Smart Sand Inc Com | $52,000 | – | 23,576 | +100.0% | 0.03% | – |
| WFTIQ | New | Weatherford Int | $16,000 | – | 29,485 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-07
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.