$276 Million is the total value of Coe Capital Management, LLC's 215 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 84.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
LII | Sell | LENNOX INTERNATIONAL INC | $4,893,000 | -5.6% | 65,007 | -19.1% | 3.27% | +64.3% |
KFY | Sell | KORN/FERRY INTERNATIONAL | $2,892,000 | -43.9% | 135,157 | -50.8% | 1.93% | -2.2% |
NOG | Sell | NORTHERN OIL AND GAS INC | $2,089,000 | -40.4% | 144,766 | -44.9% | 1.40% | +3.9% |
IGSB | Sell | ISHARES TR BARCLAYS 1-3 YEARS1-3 yr cr bd etf | $1,520,000 | -6.6% | 14,440 | -6.8% | 1.02% | +62.8% |
WAG | Sell | WALGREEN CO | $1,475,000 | +20.2% | 27,425 | -1.2% | 0.99% | +109.3% |
MCK | Sell | MCKESSON CORP | $1,423,000 | +7.5% | 11,095 | -4.1% | 0.95% | +87.2% |
VTI | Sell | VANGUARD INDEX FUNDS STOCK MKTtotal stk mkt | $1,095,000 | -1.4% | 12,490 | -7.0% | 0.73% | +71.8% |
ZIXI | Sell | ZIX CORP | $1,001,000 | +5.6% | 204,200 | -8.9% | 0.67% | +83.8% |
IVV | Sell | ISHARES TR S&P 500 INDEXcore s&p500 etf | $914,000 | +4.0% | 5,411 | -0.9% | 0.61% | +81.3% |
FNSR | Sell | FINISAR CORPORATION | $887,000 | -74.2% | 39,209 | -80.7% | 0.59% | -55.1% |
JLL | Sell | JONES LANG LASALLE INC | $886,000 | -5.4% | 10,150 | -1.3% | 0.59% | +64.9% |
PCOM | Sell | POINTS INTERNATIONAL LTD | $730,000 | -7.2% | 31,570 | -13.7% | 0.49% | +61.6% |
ABT | Sell | ABBOTT LABORATORIES | $714,000 | -9.7% | 21,521 | -5.1% | 0.48% | +57.4% |
BND | Sell | VANGUARD BOND INDEX FUND INC Ttotal bnd mrkt | $578,000 | -17.2% | 7,145 | -17.2% | 0.39% | +44.0% |
SOHO | Sell | SOTHERLY HOTELS INC | $562,000 | -11.2% | 118,541 | -17.7% | 0.38% | +54.7% |
MA | Sell | MASTERCARD INC CL Acl a | $502,000 | +12.6% | 746 | -3.9% | 0.34% | +95.9% |
CBRE | Sell | CBRE GROUP INC CL Acl a | $496,000 | -6.6% | 21,450 | -5.6% | 0.33% | +62.3% |
PIR | Sell | PIER 1 IMPORTS INC | $493,000 | -81.0% | 25,245 | -77.2% | 0.33% | -67.0% |
LRN | Sell | K12 INC | $482,000 | -48.1% | 15,600 | -55.9% | 0.32% | -9.6% |
WETF | Sell | WISDOMTREE INV INC | $466,000 | -1.5% | 40,200 | -1.7% | 0.31% | +71.8% |
ARC | Sell | ARC DOCUMENT SOLUTIONS INC | $441,000 | -8.1% | 96,000 | -20.0% | 0.30% | +60.3% |
LQDT | Sell | LIQUIDITY SERVICES INC | $441,000 | -7.2% | 13,170 | -3.9% | 0.30% | +62.1% |
PLPM | Sell | PLANET PAYMENT INC | $360,000 | -47.3% | 141,744 | -42.7% | 0.24% | -8.0% |
VUG | Sell | VANGUARD INDEX FUNDS GROWTH ETgrowth etf | $351,000 | -4.6% | 4,145 | -12.1% | 0.24% | +66.7% |
ISSI | Sell | INTEGRATED SILICON SOLUTION | $349,000 | -15.1% | 32,044 | -14.5% | 0.23% | +47.5% |
MCRS | Sell | MICROS SYSTEMS INC | $339,000 | -21.3% | 6,791 | -32.1% | 0.23% | +37.6% |
AMWD | Sell | AMERICAN WOODMARK CORP | $336,000 | -82.0% | 9,695 | -81.9% | 0.22% | -68.5% |
ESSX | Sell | ESSEX RENTAL CORP | $277,000 | -39.1% | 81,140 | -23.0% | 0.18% | +5.7% |
BIV | Sell | VANGUARD BOND INDEX FUND INC Iintermed term | $264,000 | -32.8% | 3,159 | -32.8% | 0.18% | +16.6% |
SHOR | Exit | SHORTEL INC | $0 | – | -12,150 | -100.0% | -0.02% | – |
AKG | Exit | ASANKO GOLD INC | $0 | – | -26,219 | -100.0% | -0.02% | – |
BLDR | Exit | BUILDERS FIRSTSOURCE INC | $0 | – | -11,689 | -100.0% | -0.03% | – |
SALM | Exit | SALEM COMMUNICATIONS - CL Acl a | $0 | – | -11,981 | -100.0% | -0.03% | – |
SMED | Exit | SHARPS COMPLIANCE CORP | $0 | – | -36,863 | -100.0% | -0.04% | – |
KIPO | Exit | KEATING CAPITAL INC | $0 | – | -14,740 | -100.0% | -0.04% | – |
UCBA | Exit | UNITED COMMUNITY BANCORP | $0 | – | -10,000 | -100.0% | -0.04% | – |
BONE | Exit | BACTERIN INTERNATIONAL HOLDI | $0 | – | -248,179 | -100.0% | -0.04% | – |
FCCY | Exit | 1ST CONSTITUTION BANCORP | $0 | – | -12,449 | -100.0% | -0.04% | – |
CSFL | Exit | CENTERSTATE BANKS INC | $0 | – | -14,220 | -100.0% | -0.05% | – |
NRZ | Exit | NEW RESIDENTIAL INVESTMENT | $0 | – | -20,000 | -100.0% | -0.05% | – |
ONFC | Exit | ONEIDA FINANCIAL CORP | $0 | – | -10,000 | -100.0% | -0.05% | – |
SFBC | Exit | SOUND FINANCIAL BANCORP INC | $0 | – | -10,400 | -100.0% | -0.06% | – |
Exit | STONERIDGE INC | $0 | – | -12,974 | -100.0% | -0.06% | – | |
LTS | Exit | LADENBURG THALMAN FIN SERVICES | $0 | – | -94,400 | -100.0% | -0.06% | – |
EMAN | Exit | EMAGIN CORPORATION | $0 | – | -44,224 | -100.0% | -0.06% | – |
ALTV | Exit | ALTEVA | $0 | – | -16,170 | -100.0% | -0.06% | – |
TOWN | Exit | TOWNE BANK | $0 | – | -10,743 | -100.0% | -0.06% | – |
RMBS | Exit | RAMBUS INC | $0 | – | -20,000 | -100.0% | -0.07% | – |
NAC | Exit | NUVEEN CA DIV ADV MUNI FUND | $0 | – | -14,000 | -100.0% | -0.07% | – |
NBTB | Exit | N B T BANCORP INC | $0 | – | -9,565 | -100.0% | -0.08% | – |
VTSS | Exit | VITESSE SEMICONDUCTOR CORP | $0 | – | -80,000 | -100.0% | -0.08% | – |
USCR | Exit | US CONCRETE INC | $0 | – | -12,800 | -100.0% | -0.08% | – |
CMF | Exit | ISHARES TR S&P CA AMT FREE MUNs&p cal amtfr mn | $0 | – | -1,980 | -100.0% | -0.08% | – |
NAVR | Exit | NAVARRE CORP | $0 | – | -84,662 | -100.0% | -0.09% | – |
AGG | Exit | ISHARES TR BARCLAYS US AGGREGcore totusbd etc | $0 | – | -2,190 | -100.0% | -0.09% | – |
RENT | Exit | RENTRAK CORP | $0 | – | -12,215 | -100.0% | -0.09% | – |
ETFC | Exit | E*TRADE FINANCIAL CORP | $0 | – | -20,000 | -100.0% | -0.10% | – |
TXCCQ | Exit | TRANSWITCH CORP | $0 | – | -726,314 | -100.0% | -0.10% | – |
HCI | Exit | HCI GROUP INC | $0 | – | -8,500 | -100.0% | -0.10% | – |
VIG | Exit | VANGUARD SPECILIZED PORTFOLIOdiv app etf | $0 | – | -4,030 | -100.0% | -0.10% | – |
APPY | Exit | VENAXIS INC | $0 | – | -225,000 | -100.0% | -0.10% | – |
AHT | Exit | ASHFORD HOSPITALITY TR INC | $0 | – | -23,655 | -100.0% | -0.10% | – |
CVGI | Exit | COMMERCIAL VEHICLE GROUP INC | $0 | – | -36,800 | -100.0% | -0.10% | – |
EEFT | Exit | EURONET WORLDWIDE INC | $0 | – | -8,595 | -100.0% | -0.10% | – |
TYY | Exit | TORTOISE ENERGY CAPITAL CORP | $0 | – | -8,182 | -100.0% | -0.11% | – |
VV | Exit | VANGUARD INDEX FUNDS LARGE CAPlarge cap etf | $0 | – | -3,983 | -100.0% | -0.11% | – |
IWM | Exit | ISHARES TR RUSSELL 2000russell 2000 | $0 | – | -3,115 | -100.0% | -0.12% | – |
NLS | Exit | NAUTILUS INC | $0 | – | -35,031 | -100.0% | -0.12% | – |
PCYO | Exit | PURE CYCLE CORP | $0 | – | -55,684 | -100.0% | -0.12% | – |
UCTT | Exit | ULTRA CLEAN HOLDINGS | $0 | – | -52,500 | -100.0% | -0.12% | – |
CHEV | Exit | CHEVIOT FINANCIAL CORP | $0 | – | -28,074 | -100.0% | -0.12% | – |
PMT | Exit | PENNYMAC MORTGAGE INVESTMENT | $0 | – | -16,800 | -100.0% | -0.14% | – |
MXIM | Exit | MAXIM INTEGRATED PRODS INC | $0 | – | -12,620 | -100.0% | -0.14% | – |
EFC | Exit | ELLINGTON FINANCIAL INC | $0 | – | -15,729 | -100.0% | -0.14% | – |
VTV | Exit | VANGUARD INDEX FUNDS VALUE ETFvalue etf | $0 | – | -5,385 | -100.0% | -0.14% | – |
SAAS | Exit | INCONTACT INC | $0 | – | -45,000 | -100.0% | -0.14% | – |
KONAQ | Exit | KONA GRILL INC | $0 | – | -33,277 | -100.0% | -0.15% | – |
PQ | Exit | PETROQUEST ENERGY INC | $0 | – | -101,800 | -100.0% | -0.16% | – |
POLY | Exit | PLANTRONICS INC | $0 | – | -9,320 | -100.0% | -0.16% | – |
WYY | Exit | WIDEPOINT CORP | $0 | – | -506,405 | -100.0% | -0.16% | – |
KRE | Exit | SPDR SERIES TRUST KBW REGIONALs&p regl bkg | $0 | – | -12,265 | -100.0% | -0.16% | – |
SIR | Exit | SELECT INCOME REIT | $0 | – | -15,538 | -100.0% | -0.17% | – |
GNCIQ | Exit | GNC HOLDINGS INC-CL A | $0 | – | -10,000 | -100.0% | -0.17% | – |
WIW | Exit | WA/CLAY US INFL-LKD OPP&INC | $0 | – | -37,882 | -100.0% | -0.17% | – |
CVU | Exit | CPI AEROSTRUCTURES INC | $0 | – | -42,086 | -100.0% | -0.18% | – |
GUNR | Exit | FLEXSHARES TR MORNSTAR UPSTRmornstar upstr | $0 | – | -14,580 | -100.0% | -0.18% | – |
BOFI | Exit | BOFI HOLDING INC | $0 | – | -10,000 | -100.0% | -0.18% | – |
LIOX | Exit | LIONBRIDGE TECHNOLOGIES INC | $0 | – | -165,000 | -100.0% | -0.18% | – |
MTZ | Exit | MASTEC INC | $0 | – | -14,865 | -100.0% | -0.19% | – |
LOV | Exit | SPARK NETWORKS INC | $0 | – | -60,000 | -100.0% | -0.20% | – |
ROCM | Exit | ROCHESTER MEDICAL CORP | $0 | – | -35,519 | -100.0% | -0.20% | – |
PLCM | Exit | POLYCOM INC | $0 | – | -51,822 | -100.0% | -0.21% | – |
BBEPQ | Exit | BREITBURN ENERGY PARTNERS LP | $0 | – | -30,000 | -100.0% | -0.21% | – |
QRE | Exit | QR ENERGY LPunit ltd prtns | $0 | – | -33,200 | -100.0% | -0.22% | – |
BSET | Exit | BASSETT FURNITURE INDS | $0 | – | -37,927 | -100.0% | -0.23% | – |
MXL | Exit | MAXLINEAR INC-CLASS Acl a | $0 | – | -87,365 | -100.0% | -0.23% | – |
ADTN | Exit | ADTRAN INC | $0 | – | -25,000 | -100.0% | -0.24% | – |
EVC | Exit | ENTRAVISION COMMUNICATIONS-Acl a | $0 | – | -100,000 | -100.0% | -0.24% | – |
ESIO | Exit | ELECTRO SCIENTIFIC INDS INC | $0 | – | -65,400 | -100.0% | -0.27% | – |
GG | Exit | GOLDCORP INC | $0 | – | -30,000 | -100.0% | -0.28% | – |
CVLT | Exit | COMMVAULT SYSTEMS INC | $0 | – | -10,000 | -100.0% | -0.29% | – |
GSVC | Exit | GSV CAPITAL CORP | $0 | – | -96,888 | -100.0% | -0.29% | – |
APL | Exit | ATLAS PIPELINE PARTNERS LPunit l p int | $0 | – | -20,200 | -100.0% | -0.30% | – |
ELLI | Exit | ELLIE MAE INC | $0 | – | -34,318 | -100.0% | -0.30% | – |
PCYG | Exit | PARK CITY GROUP INC | $0 | – | -107,280 | -100.0% | -0.31% | – |
PAA | Exit | PLAINS ALL AMER PIPELINE LPunit ltd partn | $0 | – | -15,000 | -100.0% | -0.32% | – |
EGAN | Exit | EGAIN CORP | $0 | – | -88,379 | -100.0% | -0.33% | – |
JDSU | Exit | JDS UNIPHASE CORP | $0 | – | -60,000 | -100.0% | -0.33% | – |
TTEK | Exit | TETRA TECH INC | $0 | – | -37,400 | -100.0% | -0.34% | – |
CALD | Exit | CALLIDUS SOFTWARE INC | $0 | – | -135,900 | -100.0% | -0.34% | – |
RRTS | Exit | ROADRUNNER TRANSPORTATION SY | $0 | – | -32,249 | -100.0% | -0.34% | – |
CTHR | Exit | CHARLES & COLVARD LTD | $0 | – | -221,878 | -100.0% | -0.35% | – |
SANW | Exit | S&W SEED CO | $0 | – | -108,626 | -100.0% | -0.35% | – |
HDV | Exit | ISHARES HIGH DIV EQUITY FUNDhgh div eqt fd | $0 | – | -13,794 | -100.0% | -0.35% | – |
WPZ | Exit | WILLIAMS PARTNERS LP | $0 | – | -18,168 | -100.0% | -0.36% | – |
CTSH | Exit | COGNIZANT TECH SOLUTIONS-Acl a | $0 | – | -15,000 | -100.0% | -0.36% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -23,396 | -100.0% | -0.37% | – |
VWO | Exit | VANGUARD EMERG MKT ETFftse emr mkt etf | $0 | – | -25,782 | -100.0% | -0.38% | – |
MANT | Exit | MANTECH INTERNATIONAL CORP-Acl a | $0 | – | -38,600 | -100.0% | -0.39% | – |
DTSI | Exit | DTS INC | $0 | – | -50,000 | -100.0% | -0.40% | – |
ATLS | Exit | ATLAS ENERGY LP | $0 | – | -22,347 | -100.0% | -0.42% | – |
CLR | Exit | CONTINENTAL RESOURCES INC | $0 | – | -13,135 | -100.0% | -0.43% | – |
BRCM | Exit | BROADCOM CORP CL Acl a | $0 | – | -34,190 | -100.0% | -0.44% | – |
NVG | Exit | NUVEEN DIVIDEND ADVANTAGE MU | $0 | – | -86,800 | -100.0% | -0.44% | – |
LNCOQ | Exit | LINNCO LLC LTD INT | $0 | – | -31,330 | -100.0% | -0.45% | – |
Exit | GREENBRIER COS INC | $0 | – | -48,000 | -100.0% | -0.45% | – | |
SAND | Exit | SANDSTROM GOLD LTD | $0 | – | -25,000 | -100.0% | -0.46% | – |
CBKCQ | Exit | CHRISTOPHER & BANKS CORP | $0 | – | -178,794 | -100.0% | -0.46% | – |
PRGO | Exit | PERRIGO CO | $0 | – | -10,045 | -100.0% | -0.47% | – |
CME | Exit | CME GROUP INC | $0 | – | -16,004 | -100.0% | -0.47% | – |
CAT | Exit | CATERPILLAR INC | $0 | – | -14,840 | -100.0% | -0.47% | – |
LINEQ | Exit | LINN ENERGY LLC-UNITSunit ltd liab | $0 | – | -37,910 | -100.0% | -0.48% | – |
CNL | Exit | CLECO CORP | $0 | – | -27,515 | -100.0% | -0.49% | – |
KMI | Exit | KINDER MORGAN INC | $0 | – | -33,650 | -100.0% | -0.49% | – |
FDX | Exit | FEDEX CORP | $0 | – | -13,318 | -100.0% | -0.50% | – |
MKSI | Exit | MKS INSTRUMENTS INC | $0 | – | -49,706 | -100.0% | -0.51% | – |
RRC | Exit | RANGE RESOURCES CORP | $0 | – | -17,121 | -100.0% | -0.51% | – |
PRXL | Exit | PAREXEL INTERNATIONAL CORP | $0 | – | -28,917 | -100.0% | -0.51% | – |
JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -25,705 | -100.0% | -0.52% | – |
SSINQ | Exit | STAGE STORES INC | $0 | – | -59,244 | -100.0% | -0.53% | – |
SBY | Exit | SILVER BAY REALTY TRUST CORP | $0 | – | -85,000 | -100.0% | -0.54% | – |
FUR | Exit | WINTHROP REALTY TRUSTsh ben int new | $0 | – | -118,878 | -100.0% | -0.55% | – |
KO | Exit | COCA-COLA CO | $0 | – | -35,979 | -100.0% | -0.55% | – |
WSO | Exit | WATSCO INC | $0 | – | -17,434 | -100.0% | -0.56% | – |
TILE | Exit | INTERFACE INC | $0 | – | -90,322 | -100.0% | -0.59% | – |
VMC | Exit | VULCAN MATERIALS CO | $0 | – | -31,917 | -100.0% | -0.59% | – |
MMSI | Exit | MERIT MEDICAL SYSTEMS INC | $0 | – | -141,527 | -100.0% | -0.60% | – |
RFMD | Exit | RF MICRO DEVICES INC | $0 | – | -300,084 | -100.0% | -0.62% | – |
MTSI | Exit | MA-COM TECHNOLOGY SOLUTIONS | $0 | – | -114,461 | -100.0% | -0.64% | – |
HGGGQ | Exit | HHGREGG INC | $0 | – | -104,882 | -100.0% | -0.64% | – |
BRY | Exit | BERRY PETROLEUM CO-CLASS Acl a | $0 | – | -40,048 | -100.0% | -0.65% | – |
ENTG | Exit | ENTEGRIS INC | $0 | – | -185,578 | -100.0% | -0.67% | – |
WNC | Exit | WABASH NATIONAL CORP | $0 | – | -174,030 | -100.0% | -0.68% | – |
TRS | Exit | TRIMAS CORP | $0 | – | -47,508 | -100.0% | -0.68% | – |
SONC | Exit | SONIC CORP | $0 | – | -133,740 | -100.0% | -0.75% | – |
WDC | Exit | WESTERN DIGITAL CORP | $0 | – | -32,543 | -100.0% | -0.78% | – |
AREXQ | Exit | APPROACH RESOURCES INC | $0 | – | -83,161 | -100.0% | -0.88% | – |
OLN | Exit | OLIN CORP | $0 | – | -96,695 | -100.0% | -0.89% | – |
Exit | SUMMIT HOTEL PROPERTIES INC | $0 | – | -255,074 | -100.0% | -0.92% | – | |
HLSSF | Exit | HOME LOAN SERVICING SOLUTION | $0 | – | -102,923 | -100.0% | -0.95% | – |
EZCH | Exit | EZCHIP SEMICONDUCTOR LTDord | $0 | – | -91,794 | -100.0% | -0.95% | – |
LZB | Exit | LA-Z-BOY INC | $0 | – | -122,288 | -100.0% | -0.95% | – |
BGGSQ | Exit | BRIGGS & STRATTON | $0 | – | -127,854 | -100.0% | -0.97% | – |
JMBA | Exit | JAMBA INC | $0 | – | -170,603 | -100.0% | -0.98% | – |
NVDA | Exit | NVIDIA CORP | $0 | – | -181,564 | -100.0% | -0.98% | – |
TQNT | Exit | TRIQUINT SEMICONDUCTOR INC | $0 | – | -370,429 | -100.0% | -0.98% | – |
FLY | Exit | FLY LEASING LTD-ADRsponsored adr | $0 | – | -173,269 | -100.0% | -1.12% | – |
MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -204,376 | -100.0% | -1.12% | – |
CSTR | Exit | COINSTAR INC | $0 | – | -51,168 | -100.0% | -1.15% | – |
PLCE | Exit | CHILDREN'S PLACE | $0 | – | -61,477 | -100.0% | -1.29% | – |
CY | Exit | CYPRESS SEMICONDUCTOR CORP | $0 | – | -318,928 | -100.0% | -1.31% | – |
OSIS | Exit | OSI SYSTEMS INC | $0 | – | -58,520 | -100.0% | -1.45% | – |
BSV | Exit | VANGUARD BOND INDEX FUND INC Sshort trm bond | $0 | – | -54,367 | -100.0% | -1.67% | – |
CYNO | Exit | CYNOSURE INC-Acl a | $0 | – | -174,647 | -100.0% | -1.74% | – |
OPLK | Exit | OPLINK COMMUNICATIONS INC | $0 | – | -27,700 | -100.0% | -1.85% | – |
SKX | Exit | SKECHERS USA INC-CL Acl a | $0 | – | -205,088 | -100.0% | -1.89% | – |
SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -226,071 | -100.0% | -1.90% | – |
FFIV | Exit | F5 NETWORKS INC | $0 | – | -73,035 | -100.0% | -1.93% | – |
IDTI | Exit | INTEGRATED DEVICE TECH INC | $0 | – | -688,529 | -100.0% | -2.10% | – |
HBI | Exit | HANESBRANDS INC | $0 | – | -113,455 | -100.0% | -2.24% | – |
SGMS | Exit | SCIENTIFIC GAMES CORP-Acl a | $0 | – | -535,242 | -100.0% | -2.31% | – |
LEN | Exit | LENNAR CORP-Acl a | $0 | – | -181,275 | -100.0% | -2.51% | – |
IPGP | Exit | IPG PHOTONICS CORP | $0 | – | -120,118 | -100.0% | -2.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-24
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Tax Mgd FTSE Dev Mkt | 33 | Q2 2021 | 4.2% |
ISHARES TR BARCLAYS 1-3 YEARS | 33 | Q2 2021 | 3.8% |
Vanguard Total Stock Mkt | 33 | Q2 2021 | 1.9% |
Vanguard Total Bond Mkt | 33 | Q2 2021 | 2.1% |
ISHARES TR S&P 500 INDEX | 33 | Q2 2021 | 2.2% |
VANGUARD INDEX FUNDS GROWTH ET | 33 | Q2 2021 | 1.3% |
Vanguard Short Term Bond | 32 | Q2 2021 | 5.2% |
JPMORGAN CHASE & CO | 32 | Q2 2021 | 3.7% |
ABBVIE INC | 32 | Q2 2021 | 3.6% |
VULCAN MATLS CO | 32 | Q2 2021 | 2.7% |
View Coe Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-07-22 |
13F-HR | 2021-06-21 |
13F-HR | 2021-02-08 |
13F-HR | 2020-11-18 |
13F-HR | 2020-07-15 |
13F-HR | 2020-05-20 |
13F-HR | 2020-02-13 |
13F-HR | 2019-10-18 |
13F-HR | 2019-08-14 |
13F-HR | 2019-05-20 |
View Coe Capital Management, 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.