$131 Million is the total value of Peachtree Investment Advisors, Inc.'s 77 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RT | Exit | RUBY TUESDAY INC | $0 | – | -14,024 | -100.0% | -0.03% | – |
IGSB | Exit | ISHARES TR1 3 yr cr bd etf | $0 | – | -2,097 | -100.0% | -0.19% | – |
IYK | Exit | ISHARES TRu.s. cnsm gd etf | $0 | – | -3,451 | -100.0% | -0.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 21 | Q4 2018 | 7.6% |
HOME DEPOT INC | 21 | Q4 2018 | 3.8% |
MICROSOFT CORP | 21 | Q4 2018 | 3.5% |
JOHNSON & JOHNSON | 21 | Q4 2018 | 2.7% |
EXXON MOBIL CORP | 21 | Q4 2018 | 5.1% |
LOWES COS INC | 21 | Q4 2018 | 2.5% |
PROCTER & GAMBLE CO | 21 | Q4 2018 | 2.4% |
Illinois Tool Works Inc | 21 | Q4 2018 | 2.2% |
INTEL CORP | 21 | Q4 2018 | 1.9% |
Texas Instruments Inc | 21 | Q4 2018 | 2.2% |
View Peachtree Investment Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-01-14 |
13F-HR | 2018-10-05 |
13F-HR | 2018-07-09 |
13F-HR | 2018-04-05 |
13F-HR | 2018-01-16 |
13F-HR | 2017-10-13 |
13F-HR | 2017-07-12 |
13F-HR | 2017-04-06 |
13F-HR | 2017-01-13 |
13F-HR | 2016-10-06 |
View Peachtree Investment Advisors, 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.