$193 Million is the total value of West Coast Financial LLC's 88 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,400 | -100.0% | -0.11% | – |
VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -5,205 | -100.0% | -0.12% | – |
GWX | Exit | SPDR INDEX SHS FDSs&p intl smlcp | $0 | – | -6,660 | -100.0% | -0.12% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -7,255 | -100.0% | -0.17% | – |
WAG | Exit | WALGREEN CO | $0 | – | -73,512 | -100.0% | -2.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-26
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 42 | Q3 2023 | 11.0% |
APPLE INC | 42 | Q3 2023 | 4.7% |
MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.2% |
BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 3.0% |
INTEL CORP | 42 | Q3 2023 | 3.3% |
AFLAC INC | 42 | Q3 2023 | 2.5% |
STARBUCKS CORP | 42 | Q3 2023 | 2.7% |
BECTON DICKINSON & CO | 42 | Q3 2023 | 2.6% |
RESMED INC | 42 | Q3 2023 | 2.3% |
CUMMINS INC | 42 | Q3 2023 | 2.3% |
View West Coast Financial LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-11 |
13F-HR | 2023-11-03 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-19 |
View West Coast Financial 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.