$112 Million is the total value of Seven Post Investment Office LP's 8 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $55,908,000 | -21.4% | 1,396,992 | -18.1% | 49.70% | -14.9% |
| ALEX | Sell | ALEXANDER & BALDWIN INC NEW | $19,696,000 | -19.8% | 501,690 | -26.5% | 17.51% | -13.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $13,183,000 | +111.9% | 280,321 | +125.5% | 11.72% | +129.3% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $8,280,000 | +40.9% | 218,591 | +47.8% | 7.36% | +52.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $7,592,000 | +7.1% | 36,936 | +2.7% | 6.75% | +15.9% |
| MATX | Buy | MATSON INC | $3,748,000 | +38.6% | 108,563 | +0.5% | 3.33% | +50.0% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,467,000 | -0.4% | 41,032 | 0.0% | 2.19% | +7.7% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,624,000 | -4.0% | 26,685 | +1.2% | 1.44% | +4.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 73.4% |
| US Large-Cap (S&P 500 Index) | 42 | Q3 2023 | 41.4% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 27.3% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 14.5% |
| ISHARES TR | 42 | Q3 2023 | 8.3% |
| MATSON INC | 26 | Q3 2023 | 5.7% |
| LENNOX INTL INC | 21 | Q3 2023 | 59.3% |
| APPLE INC | 21 | Q3 2023 | 1.2% |
| CHARLES RIV LABS INTL INC | 21 | Q3 2023 | 0.5% |
| Integer Holdings Corp | 21 | Q3 2023 | 0.5% |
View Seven Post Investment Office LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-11 |
| 13F-HR/A | 2022-03-18 |
View Seven Post Investment Office LP'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.