$11.9 Billion is the total value of Personal Capital Advisors Corp's 397 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IMBI | Exit | IMEDIA BRANDS INC | $0 | – | -30,443 | -100.0% | 0.00% | – |
| GNW | Exit | GENWORTH FINL INC | $0 | – | -29,895 | -100.0% | -0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -3,718 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -2,603 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -5,500 | -100.0% | -0.00% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -3,566 | -100.0% | -0.00% | – |
| SEMG | Exit | SEMGROUP CORPcl a | $0 | – | -12,295 | -100.0% | -0.00% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -1,227 | -100.0% | -0.00% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -2,505 | -100.0% | -0.00% | – |
| GLW | Exit | CORNING INC | $0 | – | -9,877 | -100.0% | -0.00% | – |
| FDN | Exit | FIRST TR EXCHANGE TRADED FDdj internt idx | $0 | – | -2,024 | -100.0% | -0.00% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,821 | -100.0% | -0.00% | – |
| HPQ | Exit | HP INC | $0 | – | -14,045 | -100.0% | -0.00% | – |
| HUM | Exit | HUMANA INC | $0 | – | -1,709 | -100.0% | -0.00% | – |
| STI | Exit | SUNTRUST BKS INC | $0 | – | -5,698 | -100.0% | -0.00% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -5,053 | -100.0% | -0.01% | – |
| TIF | Exit | TIFFANY & CO NEW | $0 | – | -16,382 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TRINTL EQUITY ETF | 37 | Q4 2022 | 16.3% |
| VANGUARD INTL EQUITYINDEX FDS FTSEEMERGING MKTS ETF | 37 | Q4 2022 | 7.5% |
| VANGUARD BD INDEX FDS | 37 | Q4 2022 | 5.9% |
| VANGUARD INDEX FDSVANGUARD REIT ETF | 37 | Q4 2022 | 6.6% |
| ISHARES TR TIPS BDETF | 37 | Q4 2022 | 4.1% |
| ISHARES TR 3-7 YRTREAS BD ETF | 37 | Q4 2022 | 4.1% |
| ISHARES TR IBOXX USDINVT GRADE CORP BDETF | 37 | Q4 2022 | 3.2% |
| VANGUARD INTL EQUITYINDEX FDS GLOBALEX-US REAL ESTATEINDEX FD ETF SHS | 37 | Q4 2022 | 2.5% |
| VANGUARD INTL EQUITYINDEX FDS FTSE ALLWORLD EX USA SMALLCAP INDEX FD ETF SHS | 37 | Q4 2022 | 2.5% |
| VANGUARD INDEX FDSVANGUARD TOTAL STKMKT ETF | 37 | Q4 2022 | 2.3% |
View Personal Capital Advisors Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-11 |
| 13F-HR | 2021-05-14 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-11-13 |
View Personal Capital Advisors Corp'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.