$109 Million is the total value of Weyland Capital Management, LLC's 13 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 66.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWF | Buy | ISHARESrus 1000 grw etf | $62,637,000 | +3.8% | 723,798 | +3.1% | 57.52% | -1.0% |
IWM | Buy | ISHARESrussell 2000 etf | $7,724,000 | +13.3% | 66,389 | +12.3% | 7.09% | +8.1% |
SPY | New | SPDR S&P 500 ETF TRtr unit | $2,057,000 | – | 11,000 | +100.0% | 1.89% | – |
CL | Buy | COLGATE PALMOLIVE CO | $545,000 | +22.7% | 8,408 | +23.5% | 0.50% | +17.1% |
EEM | New | ISHARES MSCI EMG MKTmsci emg mkt | $220,000 | – | 5,364 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR RUSSELL 1000 G INDEX | 13 | Q2 2016 | 73.3% |
ISHARES TR RUSSELL 2000 V INDEX | 13 | Q2 2016 | 17.5% |
VANGUARD INTL EQUITY INDEX F | 13 | Q2 2016 | 10.4% |
ISHARES TR RUSSELL 2000 INDEX | 13 | Q2 2016 | 8.5% |
SPDR GOLD TRUST | 13 | Q2 2016 | 7.6% |
COLGATE PALMOLIVE CO | 13 | Q2 2016 | 0.5% |
C H ROBINSON WORLDWIDE INC | 11 | Q2 2016 | 0.7% |
SPDR S&P 500 ETF TR | 10 | Q2 2016 | 3.7% |
ISHARES MSCI EMG MKT | 10 | Q2 2016 | 3.6% |
AUTOMATIC DATA PROCESSING IN | 7 | Q1 2015 | 0.3% |
View Weyland Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2016-07-28 |
13F-HR | 2016-04-18 |
13F-HR | 2016-02-03 |
13F-HR | 2015-11-02 |
13F-HR | 2015-07-14 |
13F-HR | 2015-04-08 |
13F-HR | 2015-02-02 |
13F-HR | 2014-10-24 |
13F-HR | 2014-08-04 |
13F-HR | 2014-04-14 |
View Weyland 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.