$591 Million is the total value of MDE Group's 71 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NWL | New | NEWELL RUBBERMAID INC | $271,000 | – | 8,353 | +100.0% | 0.05% | – |
| INTU | New | INTUIT | $240,000 | – | 3,141 | +100.0% | 0.04% | – |
| BWA | New | BORGWARNER INC | $224,000 | – | 4,010 | +100.0% | 0.04% | – |
| DHR | New | DANAHER CORP DEL | $219,000 | – | 2,839 | +100.0% | 0.04% | – |
| XOM | New | EXXON MOBIL CORP | $202,000 | – | 2,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 8 | Q1 2015 | 69.3% |
| ALPS ETF TR | 8 | Q1 2015 | 19.1% |
| VANGUARD INDEX FDS | 8 | Q1 2015 | 9.5% |
| ISHARES TR | 8 | Q1 2015 | 1.7% |
| BUCKEYE PARTNERS L P | 8 | Q1 2015 | 0.9% |
| ISHARES TR | 8 | Q1 2015 | 1.2% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q1 2015 | 0.5% |
| APPLE INC | 8 | Q1 2015 | 0.7% |
| PLAINS ALL AMERN PIPELINE L | 8 | Q1 2015 | 0.6% |
| GILEAD SCIENCES INC | 8 | Q1 2015 | 0.4% |
View MDE Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-04-22 |
| 13F-HR | 2015-02-09 |
| 13F-HR | 2014-10-16 |
| 13F-HR | 2014-08-11 |
| 13F-HR | 2014-04-29 |
| 13F-HR | 2014-01-22 |
| 13F-HR | 2013-10-16 |
| 13F-HR | 2013-07-24 |
| 13F-HR | 2013-04-17 |
| 13F-HR | 2013-01-22 |
View MDE Group'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.