$167 Million is the total value of Newman Dignan & Sheerar, Inc.'s 151 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FCX | Exit | Freeport McMoRan Cp&Gld | $0 | – | -7,395 | -100.0% | -0.02% | – |
| POT | Exit | Potash Corp of Saskatchewan | $0 | – | -6,025 | -100.0% | -0.16% | – |
| GSK | Exit | GlaxoSmithKline plc | $0 | – | -5,032 | -100.0% | -0.17% | – |
| Exit | Air Prods & Chems | $0 | – | -1,800 | -100.0% | -0.18% | – | |
| WAG | Exit | Walgreen Corp | $0 | – | -4,094 | -100.0% | -0.18% | – |
| BKU | Exit | BankUnited, Inc. | $0 | – | -11,725 | -100.0% | -0.27% | – |
| NBR | Exit | Nabors Industries | $0 | – | -25,888 | -100.0% | -0.44% | – |
| VWO | Exit | Vanguard Emerging Mkt Fdetf | $0 | – | -14,126 | -100.0% | -0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab Dow Jones US Div Eq ETF | 42 | Q3 2023 | 6.6% |
| Schwab Dow Jones US Large Cap ETF | 42 | Q3 2023 | 7.3% |
| Schwab Dow Jones US Large Growth ETF | 42 | Q3 2023 | 4.9% |
| Schwab Dow Jones US Large Value ETF | 42 | Q3 2023 | 4.5% |
| Apple, Inc | 42 | Q3 2023 | 20.8% |
| Schwab Dow Jones US Sm-Cap ETF | 42 | Q3 2023 | 13.5% |
| Microsoft Corp | 42 | Q3 2023 | 3.4% |
| Johnson & Johnson | 42 | Q3 2023 | 2.9% |
| Novartis A G | 42 | Q3 2023 | 56.8% |
| Merck & Co Inc | 42 | Q3 2023 | 2.5% |
View Newman Dignan & Sheerar, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View Newman Dignan & Sheerar, 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.