$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EVP | Exit | Eaton Vance Penn Mun | $0 | – | -10,740 | -100.0% | -0.05% | – |
| GCAP | Exit | Gain Cap Hldgs Inc C | $0 | – | -22,410 | -100.0% | -0.06% | – |
| MAT | Exit | Mattel Inc | $0 | – | -10,734 | -100.0% | -0.08% | – |
| KMI | Exit | Kinder Morgan Inc | $0 | – | -10,606 | -100.0% | -0.08% | – |
| HES | Exit | Hess Corp Com | $0 | – | -2,826 | -100.0% | -0.09% | – |
| MAN | Exit | Manpower | $0 | – | -2,389 | -100.0% | -0.09% | – |
| FB | Exit | Facebook Inc Com Usd | $0 | – | -1,266 | -100.0% | -0.09% | – |
| TEL | Exit | TE Connectivity LTD | $0 | – | -2,349 | -100.0% | -0.09% | – |
| EC | Exit | Ecopetrol SAadr | $0 | – | -7,826 | -100.0% | -0.09% | – |
| M | Exit | Macys Inc | $0 | – | -6,423 | -100.0% | -0.10% | – |
| HMC | Exit | HondaMotor | $0 | – | -7,384 | -100.0% | -0.10% | – |
| OSK | Exit | Oshkosh Corp | $0 | – | -3,139 | -100.0% | -0.10% | – |
| CMI | Exit | Cummins Inc | $0 | – | -1,606 | -100.0% | -0.10% | – |
| LB | Exit | L Brands Inc Com | $0 | – | -7,695 | -100.0% | -0.10% | – |
| PKO | Exit | Pimco Income Opportu | $0 | – | -8,558 | -100.0% | -0.10% | – |
| WYNN | Exit | Wynn Resorts Ltd | $0 | – | -1,941 | -100.0% | -0.11% | – |
| SLB | Exit | Schlumberger | $0 | – | -4,297 | -100.0% | -0.12% | – |
| EVJ | Exit | Eaton Vance Nj Muni | $0 | – | -23,391 | -100.0% | -0.12% | – |
| PGF | Exit | Investco Exchange Tr | $0 | – | -16,953 | -100.0% | -0.14% | – |
| EMI | Exit | Eaton Vance Mi Muni | $0 | – | -38,845 | -100.0% | -0.22% | – |
| MXF | Exit | MexicoFund | $0 | – | -43,957 | -100.0% | -0.32% | – |
| LDF | Exit | Latin America Discov | $0 | – | -65,395 | -100.0% | -0.32% | – |
| CA | Exit | CA Inc | $0 | – | -18,873 | -100.0% | -0.37% | – |
| AET | Exit | Aetna US Healthcare | $0 | – | -4,935 | -100.0% | -0.44% | – |
| CI | Exit | CIGNA | $0 | – | -5,062 | -100.0% | -0.47% | – |
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.