$481 Million is the total value of CEDAR HILL ASSOCIATES, LLC's 153 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 13.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | Buy | ISHARES CORE MSCI EAFE ETF | $29,694,000 | +0.9% | 468,583 | +4.9% | 6.17% | +5.7% |
| FLTR | Buy | VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF | $22,504,000 | +426.0% | 890,733 | +425.9% | 4.68% | +450.8% |
| IJR | Sell | ISHARES S&P SMALL-CAP FUND | $13,453,000 | -5.7% | 161,195 | -13.0% | 2.80% | -1.3% |
| AAPL | Sell | APPLE INC COM | $12,827,000 | -0.4% | 69,293 | -9.7% | 2.66% | +4.3% |
| BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUND | $12,186,000 | +131.1% | 155,812 | +131.7% | 2.53% | +141.8% |
| IGSB | Sell | ISHARES 1-3 YEAR CREDIT BOND ETF | $11,966,000 | -12.2% | 115,392 | -12.1% | 2.49% | -8.1% |
| IVV | Buy | ISHARES CORE S&P 500 ETF | $11,729,000 | +35.0% | 42,954 | +31.2% | 2.44% | +41.2% |
| IJH | Buy | ISHARES S&P MIDCAP FUND | $11,334,000 | +47.6% | 58,188 | +42.1% | 2.36% | +54.4% |
| XLY | Sell | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $11,067,000 | -6.2% | 101,257 | -13.1% | 2.30% | -1.8% |
| KYN | Sell | KAYNE ANDERSON MLP INVT CO COM | $10,539,000 | +0.1% | 559,383 | -12.5% | 2.19% | +4.7% |
| BAM | Sell | BROOKFIELD ASSET MGMT INC CL A LTD VT SH | $10,423,000 | -8.3% | 257,112 | -11.8% | 2.17% | -4.0% |
| SHM | Sell | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF | $10,196,000 | -24.1% | 212,468 | -24.3% | 2.12% | -20.5% |
| EOG | Sell | EOG RES INC COM | $10,028,000 | -0.1% | 80,592 | -15.5% | 2.08% | +4.6% |
| PSCT | New | INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO | $9,721,000 | – | 118,123 | +100.0% | 2.02% | – |
| UNH | Sell | UNITEDHEALTH GROUP INC COM | $8,823,000 | +0.4% | 35,961 | -12.5% | 1.83% | +5.0% |
| TYG | Sell | TORTOISE ENERGY INFRA CORP COM | $8,620,000 | -8.7% | 322,968 | -14.5% | 1.79% | -4.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COM | $8,530,000 | -11.9% | 41,181 | -12.2% | 1.77% | -7.9% |
| FDX | Sell | FEDEX CORP COM | $8,341,000 | -16.6% | 36,736 | -11.8% | 1.73% | -12.7% |
| CME | Sell | CME GROUP INC COM CL A | $8,265,000 | -11.9% | 50,422 | -13.1% | 1.72% | -7.8% |
| XOP | Sell | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $7,669,000 | +9.3% | 178,108 | -10.6% | 1.59% | +14.4% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETF | $7,617,000 | -52.7% | 145,053 | -47.4% | 1.58% | -50.5% |
| TXN | Sell | TEXAS INSTRS INC COM | $7,607,000 | -7.9% | 68,994 | -13.2% | 1.58% | -3.6% |
| IAC | Sell | IAC INTERACTIVECORP COM | $7,546,000 | -15.5% | 49,485 | -13.4% | 1.57% | -11.6% |
| JPM | Sell | JPMORGAN CHASE & CO COM | $7,362,000 | -14.4% | 70,652 | -9.6% | 1.53% | -10.4% |
| IBB | Sell | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | $6,827,000 | -5.7% | 62,166 | -8.3% | 1.42% | -1.3% |
| IJS | Sell | ISHARES S&P SMALL-CAP 600 VALUE ETF | $6,672,000 | -9.9% | 40,865 | -16.8% | 1.39% | -5.7% |
| C | Sell | CITIGROUP INC COM NEW | $6,502,000 | -9.2% | 97,160 | -8.4% | 1.35% | -4.9% |
| AL | Sell | AIR LEASE CORP CL A | $6,496,000 | -12.4% | 154,782 | -11.1% | 1.35% | -8.4% |
| DISCK | Sell | DISCOVERY INC COM SER C | $6,487,000 | +16.2% | 254,374 | -11.1% | 1.35% | +21.6% |
| GLW | Sell | CORNING INC COM | $6,434,000 | -12.8% | 233,885 | -11.6% | 1.34% | -8.7% |
| NEE | Sell | NEXTERA ENERGY INC COM | $6,081,000 | -5.0% | 36,409 | -7.1% | 1.26% | -0.6% |
| XPO | Sell | XPO LOGISTICS INC COM | $5,982,000 | -11.4% | 59,717 | -9.9% | 1.24% | -7.2% |
| STI | Sell | SUNTRUST BKS INC COM | $5,871,000 | -13.3% | 88,930 | -10.6% | 1.22% | -9.2% |
| SPY | Sell | SPDR S&P 500 ETF | $5,815,000 | +1.6% | 21,437 | -1.5% | 1.21% | +6.2% |
| CF | Sell | CF INDS HLDGS INC COM | $5,711,000 | +5.4% | 128,629 | -10.4% | 1.19% | +10.3% |
| AGN | Sell | ALLERGAN PLC SHS | $5,427,000 | -11.9% | 32,552 | -11.1% | 1.13% | -7.8% |
| APA | Sell | APACHE CORP COM | $5,250,000 | +8.6% | 112,295 | -10.6% | 1.09% | +13.6% |
| GOOG | Sell | ALPHABET INC CAP STK CL C | $5,148,000 | -7.9% | 4,614 | -14.8% | 1.07% | -3.6% |
| SLB | Sell | SCHLUMBERGER LTD COM | $5,038,000 | -4.0% | 75,154 | -7.2% | 1.05% | +0.5% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETF | $4,949,000 | -34.4% | 117,264 | -27.0% | 1.03% | -31.4% |
| ECON | Sell | COLUMBIA EMERGING MARKETS CONSUMER ETF | $4,822,000 | -52.4% | 197,959 | -48.3% | 1.00% | -50.2% |
| BG | Sell | BUNGE LIMITED COM | $4,823,000 | -15.7% | 69,192 | -10.6% | 1.00% | -11.8% |
| MET | Sell | METLIFE INC COM | $4,786,000 | -17.3% | 109,779 | -13.0% | 0.99% | -13.5% |
| GE | Sell | GENERAL ELECTRIC CO COM | $4,577,000 | -9.1% | 336,286 | -9.9% | 0.95% | -4.8% |
| BWA | Sell | BORGWARNER INC COM | $4,465,000 | -24.5% | 103,442 | -12.1% | 0.93% | -20.9% |
| GT | Sell | GOODYEAR TIRE & RUBR CO COM | $4,416,000 | -22.0% | 189,603 | -11.0% | 0.92% | -18.3% |
| PAH | Sell | PLATFORM SPECIALTY PRODS CORP COM | $4,029,000 | +6.3% | 347,332 | -11.7% | 0.84% | +11.3% |
| AMAT | Sell | APPLIED MATLS INC COM | $3,993,000 | -26.3% | 86,446 | -11.3% | 0.83% | -22.9% |
| FCX | New | FREEPORT-MCMORAN INC CL B | $3,822,000 | – | 221,461 | +100.0% | 0.79% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC COM | $3,673,000 | -18.0% | 61,199 | -10.6% | 0.76% | -14.3% |
| LDUR | Sell | PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND | $3,028,000 | -51.1% | 30,365 | -51.0% | 0.63% | -48.8% |
| VTIP | Sell | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $2,676,000 | -20.2% | 54,770 | -20.1% | 0.56% | -16.5% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETF | $2,496,000 | -14.6% | 58,185 | -11.9% | 0.52% | -10.5% |
| TFI | Sell | SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF | $2,176,000 | -50.8% | 45,350 | -50.7% | 0.45% | -48.5% |
| NTRS | Buy | NORTHERN TR CORP COM | $1,945,000 | -0.2% | 18,899 | +0.0% | 0.40% | +4.4% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $1,865,000 | -0.3% | 15,368 | +5.3% | 0.39% | +4.6% |
| ABBV | Buy | ABBVIE INC COM | $1,722,000 | -1.1% | 18,588 | +1.1% | 0.36% | +3.5% |
| V | Buy | VISA INC COM CL A | $1,711,000 | +13.8% | 12,920 | +2.8% | 0.36% | +19.1% |
| XOM | Sell | EXXON MOBIL CORP COM | $1,705,000 | +7.4% | 20,611 | -3.1% | 0.35% | +12.4% |
| MSFT | Sell | MICROSOFT CORP COM | $1,696,000 | +7.8% | 17,197 | -0.2% | 0.35% | +12.8% |
| SH | Sell | PROSHARES SHORT S&P 500 | $1,555,000 | -3.4% | 53,023 | -0.2% | 0.32% | +1.3% |
| IAU | Sell | ISHARES COMEX GOLD TRUST | $1,468,000 | -10.9% | 122,097 | -5.6% | 0.30% | -6.7% |
| CEM | Sell | CLEARBRIDGE ENERGY MLP FD INC COM | $1,425,000 | -10.4% | 100,834 | -20.1% | 0.30% | -6.3% |
| BA | Buy | BOEING CO COM | $1,306,000 | +2.4% | 3,894 | +0.0% | 0.27% | +7.1% |
| IXUS | New | iShares MSCI Total Intl Stock EFT | $1,299,000 | – | 21,604 | +100.0% | 0.27% | – |
| INTC | Buy | INTEL CORP COM | $1,296,000 | -1.9% | 26,071 | +2.8% | 0.27% | +2.7% |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | $1,290,000 | +2.7% | 34,550 | 0.0% | 0.27% | +7.6% | |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1,218,000 | +0.5% | 22,930 | 0.0% | 0.25% | +5.0% | |
| M | Sell | MACYS INC COM | $1,188,000 | +18.0% | 31,750 | -6.2% | 0.25% | +23.5% |
| ABT | Sell | ABBOTT LABS COM | $1,168,000 | -0.6% | 19,145 | -2.4% | 0.24% | +4.3% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $1,154,000 | -3.6% | 14,784 | -2.1% | 0.24% | +0.8% |
| MYL | Sell | MYLAN N V SHS EURO | $1,147,000 | -18.1% | 31,742 | -6.7% | 0.24% | -14.4% |
| DIS | Sell | DISNEY WALT CO COM DISNEY | $1,110,000 | +3.9% | 10,590 | -0.4% | 0.23% | +9.0% |
| PFE | Sell | PFIZER INC COM | $1,085,000 | -5.7% | 29,919 | -7.6% | 0.22% | -1.3% |
| USDU | Sell | WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND | $1,071,000 | +0.7% | 40,284 | -4.4% | 0.22% | +5.7% |
| IWM | Sell | ISHARES RUSSELL 2000 ETF | $1,063,000 | -24.1% | 6,491 | -29.6% | 0.22% | -20.5% |
| CAT | Sell | CATERPILLAR INC DEL COM | $1,040,000 | -8.5% | 7,665 | -0.6% | 0.22% | -4.4% |
| CVX | Buy | CHEVRON CORP NEW COM | $979,000 | +16.0% | 7,747 | +4.7% | 0.20% | +20.8% |
| EFA | ISHARES MSCI EAFE ETF | $961,000 | -3.9% | 14,351 | 0.0% | 0.20% | +0.5% | |
| HON | Buy | HONEYWELL INTL INC COM | $914,000 | +10.7% | 6,343 | +10.9% | 0.19% | +15.9% |
| VNQ | Sell | VANGUARD REAL ESTATE ETF | $875,000 | +2.3% | 10,739 | -5.2% | 0.18% | +7.1% |
| MCD | Buy | MCDONALDS CORP COM | $846,000 | +4.4% | 5,401 | +4.3% | 0.18% | +9.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEW | $820,000 | -4.4% | 4,393 | +2.2% | 0.17% | 0.0% |
| KO | Buy | COCA COLA CO COM | $817,000 | +1.1% | 18,621 | +0.1% | 0.17% | +6.2% |
| GOOGL | Buy | ALPHABET INC CAP STK CL A | $806,000 | +26.3% | 714 | +16.1% | 0.17% | +31.5% |
| WMT | WALMART INC COM | $799,000 | -3.6% | 9,323 | 0.0% | 0.17% | +0.6% | |
| ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $791,000 | +0.8% | 12,648 | -2.6% | 0.16% | +5.1% |
| PM | Sell | PHILIP MORRIS INTL INC COM | $728,000 | -27.5% | 9,020 | -10.7% | 0.15% | -24.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COM | $708,000 | +143.3% | 5,065 | +166.7% | 0.15% | +153.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COM | $681,000 | +13.3% | 13,539 | +7.7% | 0.14% | +19.3% |
| HAIN | New | HAIN CELESTIAL GROUP INC COM | $677,000 | – | 22,725 | +100.0% | 0.14% | – |
| COST | Buy | COSTCO WHSL CORP NEW COM | $645,000 | +11.4% | 3,088 | +0.5% | 0.13% | +16.5% |
| IBDM | New | ISHARES IBONDS DEC 2021 TERM CORPORATE ETF | $600,000 | – | 24,600 | +100.0% | 0.12% | – |
| ECL | ECOLAB INC COM | $571,000 | +2.3% | 4,070 | 0.0% | 0.12% | +7.2% | |
| AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETF | $575,000 | -80.9% | 5,412 | -80.7% | 0.12% | -80.1% |
| VFC | Buy | V F CORP COM | $516,000 | +10.0% | 6,335 | +0.0% | 0.11% | +15.1% |
| T | Sell | AT&T INC COM | $513,000 | -10.5% | 15,968 | -0.7% | 0.11% | -6.1% |
| ENB | Buy | ENBRIDGE INC COM | $508,000 | +15.2% | 14,235 | +1.6% | 0.11% | +20.5% |
| HD | Buy | HOME DEPOT INC COM | $502,000 | +19.5% | 2,571 | +9.1% | 0.10% | +25.3% |
| PEP | Buy | PEPSICO INC COM | $489,000 | +28.0% | 4,487 | +28.2% | 0.10% | +34.2% |
| APD | Buy | AIR PRODS & CHEMS INC COM | $468,000 | -1.9% | 3,002 | +0.0% | 0.10% | +2.1% |
| ROK | Buy | ROCKWELL AUTOMATION INC COM | $461,000 | -1.9% | 2,775 | +2.8% | 0.10% | +3.2% |
| DWDP | Buy | DOWDUPONT INC COM | $459,000 | +7.2% | 6,956 | +3.6% | 0.10% | +11.8% |
| LMT | LOCKHEED MARTIN CORP COM | $450,000 | -12.6% | 1,523 | 0.0% | 0.09% | -7.8% | |
| WMCR | New | INVESCO WILSHIRE MICRO-CAP ETF | $448,000 | – | 12,269 | +100.0% | 0.09% | – |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COM | $440,000 | +13.4% | 3,281 | -4.0% | 0.09% | +18.2% |
| MKC | MCCORMICK & CO INC COM NON VTG | $432,000 | +9.1% | 3,722 | 0.0% | 0.09% | +13.9% | |
| NSC | NORFOLK SOUTHERN CORP COM | $421,000 | +11.1% | 2,790 | 0.0% | 0.09% | +16.0% | |
| BX | BLACKSTONE GROUP L P COM UNIT LTD | $404,000 | +0.5% | 12,570 | 0.0% | 0.08% | +5.0% | |
| COL | Buy | ROCKWELL COLLINS INC COM | $406,000 | +6.0% | 3,015 | +6.2% | 0.08% | +10.5% |
| BLK | Buy | BLACKROCK INC COM | $406,000 | +11.8% | 813 | +21.5% | 0.08% | +16.7% |
| PFO | Sell | FLAHERTY & CRUMRINE PFD INC OP COM | $399,000 | -33.3% | 37,100 | -32.7% | 0.08% | -30.3% |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | $398,000 | +6.1% | 5,725 | 0.0% | 0.08% | +12.2% | |
| UNP | Buy | UNION PAC CORP COM | $392,000 | +31.1% | 2,767 | +24.6% | 0.08% | +37.3% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW | $383,000 | -1.8% | 4,840 | -3.8% | 0.08% | +3.9% |
| EMR | Buy | EMERSON ELEC CO COM | $379,000 | +1.6% | 5,484 | +0.3% | 0.08% | +6.8% |
| CLX | Buy | CLOROX CO DEL COM | $381,000 | +43.2% | 2,820 | +41.4% | 0.08% | +49.1% |
| SJM | Sell | SMUCKER J M CO COM NEW | $373,000 | -29.9% | 3,472 | -19.0% | 0.08% | -26.4% |
| MRK | Buy | MERCK & CO INC COM | $372,000 | +83.3% | 6,121 | +64.3% | 0.08% | +92.5% |
| RDSB | Buy | ROYAL DUTCH SHELL PLC SPON ADR B | $370,000 | +21.3% | 5,099 | +9.7% | 0.08% | +26.2% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETS ETF | $352,000 | -60.1% | 8,132 | -55.5% | 0.07% | -58.3% |
| LOW | Buy | LOWES COS INC COM | $352,000 | +38.6% | 3,681 | +27.4% | 0.07% | +46.0% |
| MMM | Sell | 3M CO COM | $337,000 | -13.6% | 1,711 | -3.6% | 0.07% | -9.1% |
| CSX | CSX CORP COM | $322,000 | +14.6% | 5,044 | 0.0% | 0.07% | +19.6% | |
| PPG | Sell | PPG INDS INC COM | $319,000 | -7.8% | 3,078 | -0.7% | 0.07% | -4.3% |
| ORCL | Buy | ORACLE CORP COM | $312,000 | +16.0% | 7,088 | +20.7% | 0.06% | +22.6% |
| SO | Sell | SOUTHERN CO COM | $310,000 | +3.3% | 6,690 | -0.6% | 0.06% | +6.7% |
| AMZN | New | AMAZON COM INC COM | $309,000 | – | 182 | +100.0% | 0.06% | – |
| HSY | Buy | HERSHEY CO COM | $302,000 | -5.9% | 3,249 | +0.1% | 0.06% | -1.6% |
| GD | Buy | GENERAL DYNAMICS CORP COM | $301,000 | +11.5% | 1,617 | +32.2% | 0.06% | +16.7% |
| KED | Sell | KAYNE ANDERSON ENERGY DEV CO COM | $304,000 | +5.6% | 17,500 | -5.4% | 0.06% | +10.5% |
| CERN | Buy | CERNER CORP COM | $297,000 | +34.4% | 4,961 | +30.1% | 0.06% | +40.9% |
| CTWS | Buy | CONNECTICUT WTR SVC INC COM | $300,000 | +8.3% | 4,587 | +0.1% | 0.06% | +12.7% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW COM | $289,000 | +4.3% | 3,381 | +0.1% | 0.06% | +9.1% |
| TPYP | TORTOISE NORTH AMERICAN PIPELINE FUND | $286,000 | +11.7% | 12,275 | 0.0% | 0.06% | +15.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL A | $282,000 | -5.7% | 1 | 0.0% | 0.06% | 0.0% | |
| DVY | New | ISHARES SELECT DIVIDEND ETF | $272,000 | – | 2,782 | +100.0% | 0.06% | – |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | $258,000 | +9.8% | 3,740 | -7.1% | 0.05% | +14.9% |
| DSL | Sell | DOUBLELINE INCOME SOLUTIONS FD COM | $241,000 | -97.4% | 12,057 | -97.4% | 0.05% | -97.3% |
| OKE | New | ONEOK INC NEW COM | $241,000 | – | 3,447 | +100.0% | 0.05% | – |
| BKNG | New | BOOKING HLDGS INC COM | $239,000 | – | 118 | +100.0% | 0.05% | – |
| ADBE | New | ADOBE SYS INC COM | $241,000 | – | 990 | +100.0% | 0.05% | – |
| SHW | SHERWIN WILLIAMS CO COM | $238,000 | +3.9% | 583 | 0.0% | 0.05% | +8.9% | |
| CMI | CUMMINS INC COM | $238,000 | -17.9% | 1,787 | 0.0% | 0.05% | -15.5% | |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | $234,000 | +3.5% | 1,743 | 0.0% | 0.05% | +8.9% | |
| QQQ | New | INVESCO QQQ TRUST | $230,000 | – | 1,340 | +100.0% | 0.05% | – |
| BCE | BCE INC COM NEW | $211,000 | -5.8% | 5,209 | 0.0% | 0.04% | 0.0% | |
| XLB | New | MATERIALS SELECT SECTOR SPDR FUND | $213,000 | – | 3,662 | +100.0% | 0.04% | – |
| MS | MORGAN STANLEY COM NEW | $208,000 | -12.2% | 4,391 | 0.0% | 0.04% | -8.5% | |
| WFC | New | WELLS FARGO CO NEW COM | $207,000 | – | 3,730 | +100.0% | 0.04% | – |
| BMY | Sell | BRISTOL MYERS SQUIBB CO COM | $209,000 | -14.0% | 3,784 | -1.5% | 0.04% | -10.4% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | $208,000 | 0.0% | 2,657 | +0.2% | 0.04% | +4.9% |
| KMI | Exit | KINDER MORGAN INC DEL COM | $0 | – | -11,991 | -100.0% | -0.04% | – |
| KMB | Exit | KIMBERLY CLARK CORP COM | $0 | – | -1,864 | -100.0% | -0.04% | – |
| IDV | Exit | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $0 | – | -6,193 | -100.0% | -0.04% | – |
| QQQ | Exit | POWERSHARES QQQ TRUST, SERIES 1 | $0 | – | -1,340 | -100.0% | -0.04% | – |
| WMCR | Exit | WILSHIRE MICRO-CAP ETF | $0 | – | -12,641 | -100.0% | -0.08% | – |
| PSCT | Exit | POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO | $0 | – | -134,503 | -100.0% | -2.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | 23 | Q4 2018 | 6.5% |
| iShares Tr Barclays 1-3 Yr Credit Bond Fd | 23 | Q4 2018 | 4.5% |
| Ishares MSCI Emerging Market | 23 | Q4 2018 | 5.5% |
| TORTOISE ENERGY INFRA CORP COM | 23 | Q4 2018 | 4.6% |
| THERMO FISHER SCIENTIFIC INC COM | 23 | Q4 2018 | 3.5% |
| FEDEX CORP COM | 23 | Q4 2018 | 3.0% |
| CME GROUP INC COM CL A | 23 | Q4 2018 | 3.1% |
| APPLE INC COM | 23 | Q4 2018 | 2.7% |
| EOG Resources | 23 | Q4 2018 | 3.2% |
| GENERAL ELECTRIC CO COM | 23 | Q4 2018 | 3.2% |
View CEDAR HILL ASSOCIATES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-10-23 |
| 13F-HR | 2018-08-06 |
| 13F-HR | 2018-05-01 |
| 13F-HR | 2018-02-21 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-11 |
| 13F-HR | 2017-05-12 |
| 13F-HR | 2017-02-07 |
| 13F-HR | 2016-11-14 |
View CEDAR HILL ASSOCIATES, LLC'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.