$21.1 Million is the total value of First Western Capital Management Co's 46 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP COM | 28 | Q3 2020 | 9.0% |
MCDONALDS CORP | 28 | Q3 2020 | 7.6% |
EQUITY LIFESTYLE PPTYS INC COM | 28 | Q3 2020 | 6.6% |
LOCKHEED MARTIN CORP COM | 28 | Q3 2020 | 8.1% |
ENERGY TRANSFER, L.P. | 28 | Q3 2020 | 2.9% |
PEPSICO INCORPORATED | 27 | Q3 2020 | 4.9% |
HONEYWELL INTL INC | 26 | Q3 2020 | 6.9% |
J P MORGAN CHASE & CO COM | 24 | Q3 2020 | 7.5% |
ABBVIE INC COM | 24 | Q3 2020 | 6.2% |
JOHNSON & JOHNSON COM | 24 | Q3 2020 | 7.0% |
View First Western Capital Management Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-11-18 |
13F-HR | 2020-08-13 |
13F-HR | 2020-05-14 |
13F-HR | 2020-02-13 |
13F-HR | 2019-11-13 |
13F-HR | 2019-08-14 |
13F-HR | 2019-05-14 |
13F-HR | 2019-02-08 |
13F-HR | 2018-11-14 |
13F-HR | 2018-08-13 |
View First Western Capital Management Co'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.