$118 Million is the total value of Wunderlich Capital Managemnt's 88 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CHK | New | Chesapeake Energy | $1,040,000 | – | 52,914 | +100.0% | 0.88% | – |
APC | New | Anadarko Petroleum | $1,020,000 | – | 12,318 | +100.0% | 0.86% | – |
HEDJ | New | Wisdomtree European Hedged Equityexchangetraded fund | $420,000 | – | 7,566 | +100.0% | 0.36% | – |
IWM | New | Ishares Russell 2000exchangetraded fund | $270,000 | – | 2,276 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Ishares Iboxx Investment Grade Corp Bond | 40 | Q3 2023 | 4.5% |
Ishares National Muni Bond | 40 | Q3 2023 | 2.8% |
SPDR S&P 500 Trust ETF | 40 | Q3 2023 | 12.5% |
Microsoft | 40 | Q3 2023 | 2.9% |
Ishares S&P Short Term Nat'l Muni Bond | 40 | Q3 2023 | 2.2% |
Blackrock | 40 | Q3 2023 | 2.4% |
Visa | 40 | Q3 2023 | 2.0% |
JP Morgan Chase | 40 | Q3 2023 | 2.0% |
Union Pacific | 40 | Q3 2023 | 1.8% |
Comcast Cl A | 40 | Q3 2023 | 1.7% |
View Wunderlich Capital Managemnt's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-15 |
13F-HR/A | 2023-11-15 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
View Wunderlich Capital Managemnt'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.