| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR BARCLYS 1-3YR CR | 8 | Q1 2015 | 9.4% |
| APPLE INC | 8 | Q1 2015 | 3.8% |
| ISHARES TR RUSSELL 3000 | 8 | Q1 2015 | 4.1% |
| ISHARES TR MSCI EAFE INDEX | 8 | Q1 2015 | 4.1% |
| GENESEE & WYO INC CL A | 8 | Q1 2015 | 2.3% |
| TORCHMARK CORP | 8 | Q1 2015 | 2.0% |
| CHEVRON CORP NEW | 8 | Q1 2015 | 1.8% |
| EXXON MOBIL CORP | 8 | Q1 2015 | 2.0% |
| MICROSOFT CORP | 8 | Q1 2015 | 1.5% |
| WELLS FARGO & CO NEW | 8 | Q1 2015 | 1.5% |
View STERNE AGEE GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-05-13 |
| 13F-HR | 2015-02-18 |
| 13F-HR | 2014-11-14 |
| D | 2014-10-01 |
| 13F-HR | 2014-08-14 |
| 13F-HR | 2014-05-08 |
| 13F-HR | 2014-02-18 |
| 13F-HR/A | 2013-11-18 |
| 13F-HR | 2013-11-15 |
| 13F-HR | 2013-08-14 |
View STERNE AGEE GROUP, 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.