$138 Million is the total value of Fernwood Investment Management, LLC's 138 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 18.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PTLA | Buy | PORTOLA PHARMACEUTICALS INC COMstock | $13,418,000 | +50.2% | 238,877 | +4.8% | 9.73% | +36.9% |
| GBT | Buy | GLOBAL BLOOD THERAPEUTICS INC COMstock | $7,698,000 | -20.4% | 281,457 | +7.2% | 5.58% | -27.5% |
| MO | Buy | ALTRIA GROUP INC COMstock | $4,899,000 | +5.6% | 65,788 | +1.2% | 3.55% | -3.8% |
| CVS | Buy | CVS HEALTH CORP COMstock | $3,924,000 | +3.6% | 48,773 | +1.1% | 2.85% | -5.5% |
| FB | Buy | FACEBOOK INC CL Astock | $3,620,000 | +8.2% | 23,978 | +1.8% | 2.63% | -1.4% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $3,619,000 | +5.4% | 51,134 | +1.2% | 2.62% | -3.9% |
| IYK | ISHARES U.S. CONSUMER GOODS ETFetf | $3,602,000 | +2.5% | 29,590 | 0.0% | 2.61% | -6.6% | |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $3,115,000 | +11.8% | 26,523 | +7.5% | 2.26% | +1.9% |
| BIIB | BIOGEN INC COMstock | $2,659,000 | -0.8% | 9,800 | 0.0% | 1.93% | -9.6% | |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $2,631,000 | +5.7% | 19,888 | -0.5% | 1.91% | -3.7% |
| IRM | Buy | IRON MTN INC NEW COMreit | $2,592,000 | +6.8% | 75,430 | +10.8% | 1.88% | -2.7% |
| V | Buy | VISA INC COM CL Astock | $2,059,000 | +8.0% | 21,960 | +2.3% | 1.49% | -1.6% |
| UNP | Buy | UNION PAC CORP COMstock | $2,019,000 | +3.3% | 18,540 | +0.4% | 1.46% | -5.8% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $1,973,000 | -1.2% | 24,435 | +0.4% | 1.43% | -9.9% |
| WY | WEYERHAEUSER CO COMreit | $1,952,000 | -1.4% | 58,260 | 0.0% | 1.42% | -10.2% | |
| SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $1,781,000 | +12.1% | 13,200 | 0.0% | 1.29% | +2.1% | |
| EMLP | Buy | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDetf | $1,775,000 | -1.5% | 72,318 | +1.5% | 1.29% | -10.2% |
| YUMC | Buy | YUM CHINA HLDGS INC COMstock | $1,759,000 | +47.3% | 44,604 | +1.6% | 1.28% | +34.2% |
| GLNG | Buy | GOLAR LNG LTD BERMUDA SHSstock | $1,739,000 | -20.2% | 78,150 | +0.1% | 1.26% | -27.3% |
| AAPL | Sell | APPLE INC COMstock | $1,726,000 | -4.9% | 11,986 | -5.1% | 1.25% | -13.4% |
| PSX | Buy | PHILLIPS 66 COMstock | $1,654,000 | +4.9% | 20,008 | +0.5% | 1.20% | -4.4% |
| MGK | Buy | VANGUARD MEGA CAP GROWTH ETFetf | $1,636,000 | +168.6% | 16,348 | +157.0% | 1.19% | +144.7% |
| IMGN | New | IMMUNOGEN INC COMstock | $1,554,000 | – | 218,500 | +100.0% | 1.13% | – |
| MDT | Buy | MEDTRONIC PLC SHSstock | $1,524,000 | +19.2% | 17,173 | +8.2% | 1.11% | +8.6% |
| ARCC | Buy | ARES CAP CORP COMcef | $1,473,000 | -5.2% | 89,896 | +0.6% | 1.07% | -13.6% |
| SYNA | SYNAPTICS INC COMstock | $1,332,000 | +4.5% | 25,750 | 0.0% | 0.97% | -4.8% | |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $1,321,000 | +19.8% | 1,421 | +9.2% | 0.96% | +9.1% |
| ABBV | ABBVIE INC COMstock | $1,269,000 | +11.2% | 17,505 | 0.0% | 0.92% | +1.4% | |
| COP | Sell | CONOCOPHILLIPS COMstock | $1,258,000 | -13.4% | 28,609 | -1.7% | 0.91% | -21.0% |
| ABC | Sell | AMERISOURCEBERGEN CORP COMstock | $1,222,000 | +5.2% | 12,925 | -1.5% | 0.89% | -4.2% |
| BSX | BOSTON SCIENTIFIC CORP COMstock | $1,213,000 | +11.4% | 43,774 | 0.0% | 0.88% | +1.5% | |
| STON | Buy | STONEMOR PARTNERS L P COM UNITS INTstock | $1,212,000 | +30.5% | 128,220 | +9.5% | 0.88% | +18.8% |
| YUM | Sell | YUM BRANDS INC COMstock | $1,211,000 | +13.5% | 16,424 | -1.7% | 0.88% | +3.4% |
| GOOG | ALPHABET INC CAP STK CL Cstock | $1,205,000 | +9.5% | 1,326 | 0.0% | 0.87% | -0.2% | |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $1,185,000 | +30.7% | 8,413 | 0.0% | 0.86% | +19.1% | |
| ADS | Sell | ALLIANCE DATA SYSTEMS CORP COMstock | $1,173,000 | +2.9% | 4,570 | -0.2% | 0.85% | -6.3% |
| UBNT | Buy | UBIQUITI NETWORKS INC COMstock | $1,167,000 | +15.2% | 22,450 | +11.4% | 0.85% | +5.1% |
| CTRP | Buy | CTRIP COM INTL LTD AMERICAN DEP SHSadr | $1,158,000 | +59.3% | 21,500 | +45.3% | 0.84% | +45.1% |
| WMB | Buy | WILLIAMS COS INC DEL COMstock | $1,108,000 | +3.2% | 36,585 | +0.8% | 0.80% | -6.0% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW COMstock | $1,006,000 | +363.6% | 20,245 | +330.7% | 0.73% | +322.0% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $984,000 | +5.4% | 8,900 | +2.3% | 0.71% | -4.0% |
| SWKS | New | SKYWORKS SOLUTIONS INC COMstock | $931,000 | – | 9,700 | +100.0% | 0.68% | – |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $930,000 | -10.0% | 11,025 | -2.6% | 0.68% | -17.9% |
| NFX | Buy | NEWFIELD EXPL CO COMstock | $914,000 | -22.0% | 32,100 | +1.1% | 0.66% | -28.9% |
| CAT | CATERPILLAR INC DEL COMstock | $892,000 | +15.8% | 8,300 | 0.0% | 0.65% | +5.5% | |
| LUK | Sell | LEUCADIA NATL CORP COMstock | $870,000 | -2.9% | 33,250 | -3.5% | 0.63% | -11.5% |
| ILMN | ILLUMINA INC COMstock | $833,000 | +1.7% | 4,800 | 0.0% | 0.60% | -7.4% | |
| OLED | Buy | UNIVERSAL DISPLAY CORP COMstock | $827,000 | +104.2% | 7,570 | +61.1% | 0.60% | +86.3% |
| TPL | Buy | TEXAS PAC LD TR SUB CTF PROP I Tstock | $792,000 | +91.3% | 2,695 | +82.1% | 0.58% | +74.2% |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFetf | $786,000 | +35.1% | 8,524 | +33.5% | 0.57% | +23.1% |
| MOO | Sell | VANECK VECTORS AGRIBUSINESS ETFetf | $778,000 | -16.3% | 14,150 | -18.7% | 0.56% | -23.8% |
| BKLN | Buy | POWERSHARES SENIOR LOAN PORTFOLIOetf | $767,000 | +190.5% | 33,148 | +192.1% | 0.56% | +164.8% |
| WAT | WATERS CORP COMstock | $758,000 | +17.5% | 4,125 | 0.0% | 0.55% | +7.2% | |
| EWC | Sell | ISHARES MSCI CANADA ETFetf | $726,000 | -55.5% | 27,138 | -55.2% | 0.53% | -59.4% |
| OXY | Sell | OCCIDENTAL PETE CORP DEL COMstock | $721,000 | -10.4% | 12,050 | -5.1% | 0.52% | -18.4% |
| SAFT | Buy | SAFETY INS GROUP INC COMstock | $680,000 | +115.9% | 9,950 | +121.1% | 0.49% | +96.4% |
| TSCO | Buy | TRACTOR SUPPLY CO COMstock | $665,000 | -11.1% | 12,260 | +13.1% | 0.48% | -19.0% |
| IR | INGERSOLL-RAND PLC SHSstock | $660,000 | +12.4% | 7,222 | 0.0% | 0.48% | +2.6% | |
| CBOE | CBOE HLDGS INC COMstock | $649,000 | +12.7% | 7,100 | 0.0% | 0.47% | +2.6% | |
| SAGE | SAGE THERAPEUTICS INC COMstock | $648,000 | +11.9% | 8,142 | 0.0% | 0.47% | +2.0% | |
| MYOK | Buy | MYOKARDIA INC COMstock | $634,000 | +11.2% | 48,393 | +11.7% | 0.46% | +1.3% |
| BC | New | BRUNSWICK CORP COMstock | $618,000 | – | 9,850 | +100.0% | 0.45% | – |
| JNK | Buy | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $618,000 | +20.7% | 16,623 | +19.8% | 0.45% | +9.8% |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADRadr | $610,000 | +19.8% | 18,350 | +15.8% | 0.44% | +9.4% |
| CAB | CABELAS INC COMstock | $591,000 | +11.9% | 9,950 | 0.0% | 0.43% | +2.1% | |
| ECON | COLUMBIA EMERGING MARKETS CONSUMER ETFetf | $587,000 | +5.2% | 22,480 | 0.0% | 0.43% | -4.1% | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $587,000 | 0.0% | 6,020 | 0.0% | 0.43% | -8.8% | |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $564,000 | +0.2% | 5,500 | 0.0% | 0.41% | -8.7% | |
| ALGN | Sell | ALIGN TECHNOLOGY INC COMstock | $548,000 | +26.6% | 3,650 | -3.3% | 0.40% | +15.4% |
| CRUS | New | CIRRUS LOGIC INC COMstock | $537,000 | – | 8,560 | +100.0% | 0.39% | – |
| WFCPRL | WELLS FARGO CO NEW PERP PFD CNV Aconvertible preferred | $524,000 | +5.6% | 400 | 0.0% | 0.38% | -3.8% | |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $522,000 | +21.7% | 9,720 | -2.5% | 0.38% | +10.8% |
| NOV | Buy | NATIONAL OILWELL VARCO INC COMstock | $519,000 | -17.4% | 15,765 | +0.6% | 0.38% | -24.8% |
| GNRC | Sell | GENERAC HLDGS INC COMstock | $515,000 | -30.0% | 14,250 | -27.8% | 0.37% | -36.2% |
| EWG | ISHARES MSCI GERMANY ETFetf | $513,000 | +5.3% | 16,944 | 0.0% | 0.37% | -4.1% | |
| LIVN | LIVANOVA PLC SHSstock | $509,000 | +24.8% | 8,322 | 0.0% | 0.37% | +13.5% | |
| HSY | Sell | HERSHEY CO COMstock | $507,000 | -18.9% | 4,725 | -17.5% | 0.37% | -26.1% |
| MCD | MCDONALDS CORP COMstock | $507,000 | +18.2% | 3,312 | 0.0% | 0.37% | +7.6% | |
| HCP | HCP INC COMreit | $491,000 | +2.1% | 15,376 | 0.0% | 0.36% | -7.0% | |
| CL | COLGATE PALMOLIVE CO COMstock | $474,000 | +1.3% | 6,400 | 0.0% | 0.34% | -7.8% | |
| PFF | New | ISHARES U.S. PREFERRED STOCK ETFetf | $473,000 | – | 12,064 | +100.0% | 0.34% | – |
| JAZZ | New | JAZZ PHARMACEUTICALS PLC SHS USDstock | $473,000 | – | 3,045 | +100.0% | 0.34% | – |
| THRM | Buy | GENTHERM INC COMstock | $461,000 | +70.1% | 11,885 | +72.2% | 0.33% | +54.6% |
| CELG | CELGENE CORP COMstock | $461,000 | +4.3% | 3,550 | 0.0% | 0.33% | -5.1% | |
| FFIV | F5 NETWORKS INC COMstock | $457,000 | -10.9% | 3,600 | 0.0% | 0.33% | -18.6% | |
| MSFT | Sell | MICROSOFT CORP COMstock | $456,000 | +1.8% | 6,609 | -2.9% | 0.33% | -7.3% |
| LUV | New | SOUTHWEST AIRLS CO COMstock | $449,000 | – | 7,230 | +100.0% | 0.33% | – |
| AIG | AMERICAN INTL GROUP INC COM NEWstock | $436,000 | +0.2% | 6,970 | 0.0% | 0.32% | -8.7% | |
| CLB | Buy | CORE LABORATORIES N V COMstock | $436,000 | +7.7% | 4,305 | +22.8% | 0.32% | -1.9% |
| WPZ | Buy | WILLIAMS PARTNERS L P NEW COM UNIT LTD PARstock | $413,000 | +3.0% | 10,291 | +4.9% | 0.30% | -6.0% |
| IDU | Sell | ISHARES U.S. UTILITIES ETFetf | $412,000 | -36.7% | 3,167 | -37.5% | 0.30% | -42.3% |
| NUE | NUCOR CORP COMstock | $402,000 | -3.1% | 6,941 | 0.0% | 0.29% | -11.5% | |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW COMstock | $402,000 | -8.0% | 1,840 | +13.6% | 0.29% | -16.1% |
| AXON | New | AXON ENTERPRISE INC COMstock | $391,000 | – | 15,550 | +100.0% | 0.28% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC COMstock | $387,000 | – | 930 | +100.0% | 0.28% | – |
| ARRS | Buy | ARRIS INTL INC SHSstock | $387,000 | +24.0% | 13,800 | +16.9% | 0.28% | +13.3% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $383,000 | -10.5% | 19,999 | +1.6% | 0.28% | -18.5% |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $370,000 | +6.6% | 4,667 | 0.0% | 0.27% | -2.9% | |
| DLR | Sell | DIGITAL RLTY TR INC COMreit | $363,000 | -3.2% | 3,215 | -8.8% | 0.26% | -12.0% |
| DLTR | Buy | DOLLAR TREE INC COMstock | $360,000 | -5.0% | 5,150 | +6.7% | 0.26% | -13.6% |
| MTSI | Sell | MACOM TECH SOLUTIONS HLDGS INC COMstock | $340,000 | -22.7% | 6,100 | -33.0% | 0.25% | -29.4% |
| EBAY | Sell | EBAY INC COMstock | $325,000 | +2.8% | 9,320 | -1.1% | 0.24% | -6.3% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $323,000 | +1.6% | 1,910 | 0.0% | 0.23% | -7.5% | |
| WIP | SPDR CITI INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETFetf | $321,000 | +1.3% | 5,780 | 0.0% | 0.23% | -7.5% | |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $314,000 | +4.0% | 5,736 | +1.4% | 0.23% | -5.0% |
| ABT | Sell | ABBOTT LABS COMstock | $313,000 | +7.9% | 6,442 | -1.5% | 0.23% | -1.7% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $306,000 | -14.3% | 2,929 | -12.0% | 0.22% | -21.8% |
| HD | HOME DEPOT INC COMstock | $305,000 | +4.5% | 1,990 | 0.0% | 0.22% | -4.7% | |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO COMstock | $296,000 | -5.1% | 4,632 | -2.1% | 0.22% | -13.3% |
| DHR | DANAHER CORP DEL COMstock | $290,000 | -1.4% | 3,436 | 0.0% | 0.21% | -10.3% | |
| SLB | Buy | SCHLUMBERGER LTD COMstock | $272,000 | -14.5% | 4,125 | +1.2% | 0.20% | -22.1% |
| TIP | New | ISHARES TIPS BOND ETFetf | $271,000 | – | 2,385 | +100.0% | 0.20% | – |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL COMstock | $265,000 | +29.9% | 450 | +5.9% | 0.19% | +18.5% |
| RGNX | Sell | REGENXBIO INC COMstock | $259,000 | -9.8% | 13,134 | -11.6% | 0.19% | -17.5% |
| XLE | Buy | ENERGY SELECT SECTOR SPDR FUNDetf | $258,000 | -4.4% | 3,975 | +2.8% | 0.19% | -13.0% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $258,000 | -16.8% | 2,090 | -19.3% | 0.19% | -24.3% |
| DVN | Buy | DEVON ENERGY CORP NEW COMstock | $251,000 | -16.3% | 7,850 | +9.0% | 0.18% | -23.8% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPstock | $248,000 | -7.1% | 3,478 | 0.0% | 0.18% | -15.5% | |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $240,000 | +3.9% | 2,682 | +1.9% | 0.17% | -5.4% |
| DIS | DISNEY WALT CO COM DISNEYstock | $238,000 | -6.3% | 2,241 | 0.0% | 0.17% | -14.4% | |
| EEP | ENBRIDGE ENERGY PARTNERS L P COMstock | $235,000 | -15.8% | 14,700 | 0.0% | 0.17% | -23.4% | |
| AABA | New | ALTABA INC COMcef | $223,000 | – | 4,100 | +100.0% | 0.16% | – |
| UNH | New | UNITEDHEALTH GROUP INC COMstock | $223,000 | – | 1,200 | +100.0% | 0.16% | – |
| ETP | New | ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INTstock | $220,000 | – | 10,770 | +100.0% | 0.16% | – |
| BPL | BUCKEYE PARTNERS L P UNIT LTD PARTNstock | $205,000 | -6.4% | 3,200 | 0.0% | 0.15% | -14.4% | |
| MTSC | MTS SYS CORP COMstock | $202,000 | -6.0% | 3,900 | 0.0% | 0.15% | -14.0% | |
| F | FORD MTR CO DEL COM PAR $0.01stock | $179,000 | -3.8% | 16,000 | 0.0% | 0.13% | -12.2% | |
| NSU | NEVSUN RES LTD COMstock | $164,000 | -6.3% | 68,200 | 0.0% | 0.12% | -14.4% | |
| VVR | INVESCO SR INCOME TR COMcef | $157,000 | -1.3% | 34,376 | 0.0% | 0.11% | -10.2% | |
| PSTG | PURE STORAGE INC CL Astock | $147,000 | +30.1% | 11,500 | 0.0% | 0.11% | +18.9% | |
| ARRAY BIOPHARMA INC 3 06/01/2020convertible | $122,000 | -4.7% | 90,000 | 0.0% | 0.09% | -12.7% | ||
| INSULET CORP 2 06/15/2019convertible | $121,000 | +7.1% | 100,000 | 0.0% | 0.09% | -2.2% | ||
| DHF | DREYFUS HIGH YIELD STRATEGIES SH BEN INTcef | $108,000 | +2.9% | 30,900 | 0.0% | 0.08% | -7.1% | |
| CCXI | CHEMOCENTRYX INC COMstock | $94,000 | +28.8% | 10,000 | 0.0% | 0.07% | +17.2% | |
| AHT | Sell | ASHFORD HOSPITALITY TR INC COM SHSreit | $61,000 | -10.3% | 10,100 | -4.7% | 0.04% | -18.5% |
| GERN | GERON CORP COMstock | $44,000 | +22.2% | 16,000 | 0.0% | 0.03% | +10.3% | |
| RAD | New | RITE AID CORP COMstock | $38,000 | – | 13,000 | +100.0% | 0.03% | – |
| GMOLQ | Sell | GENERAL MOLY INC COMstock | $14,000 | -56.2% | 38,346 | -39.2% | 0.01% | -60.0% |
| AMLP | Exit | ALERIAN MLP ETFetf | $0 | – | -12,492 | -100.0% | -0.13% | – |
| GLTR | Exit | ETFS PHYSICAL PRECIOUS METAL BASKET SHARESetf | $0 | – | -3,200 | -100.0% | -0.16% | – |
| KORS | Exit | MICHAEL KORS HLDGS LTD SHSstock | $0 | – | -5,500 | -100.0% | -0.17% | – |
| TRGP | Exit | TARGA RES CORP COMstock | $0 | – | -3,543 | -100.0% | -0.17% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS COMstock | $0 | – | -1,292 | -100.0% | -0.18% | – |
| BIVV | Exit | BIOVERATIV INC COMstock | $0 | – | -4,650 | -100.0% | -0.20% | – |
| ETP | Exit | ENERGY TRANSFER PRTNRS L P UNIT LTD PARTNstock | $0 | – | -7,179 | -100.0% | -0.21% | – |
| EWZ | Exit | ISHARES MSCI BRAZIL CAPPED ETFetf | $0 | – | -7,255 | -100.0% | -0.22% | – |
| EMB | Exit | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $0 | – | -2,770 | -100.0% | -0.25% | – |
| GWW | Exit | GRAINGER W W INC COMstock | $0 | – | -1,790 | -100.0% | -0.33% | – |
| MJN | Exit | MEAD JOHNSON NUTRITION CO COMstock | $0 | – | -12,975 | -100.0% | -0.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CVS HEALTH CORP COM | 40 | Q3 2023 | 5.0% |
| ISHARES U.S. CONSUMER GOODS ETF | 40 | Q3 2023 | 3.4% |
| GILEAD SCIENCES INC COM | 40 | Q3 2023 | 5.3% |
| ALTRIA GROUP INC COM | 40 | Q3 2023 | 4.2% |
| APPLE INC COM | 40 | Q3 2023 | 5.6% |
| META PLATFORMS INC CL A | 40 | Q3 2023 | 2.8% |
| BIOGEN INC COM | 40 | Q3 2023 | 3.8% |
| JOHNSON & JOHNSON COM | 40 | Q3 2023 | 2.3% |
| VISA INC COM CL A | 40 | Q3 2023 | 2.1% |
| ARES CAPITAL CORP COM | 40 | Q3 2023 | 2.3% |
View Fernwood Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-10-28 |
View Fernwood Investment 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)
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