$559 Million is the total value of BTC Capital Management, Inc.'s 448 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TRs&p 500 val etf | $1,458,000 | +2.8% | 13,512 | 0.0% | 0.26% | +2.0% | |
| EFV | ISHARES TReafe value etf | $822,000 | +5.7% | 15,055 | 0.0% | 0.15% | +4.3% | |
| ING | ING GROEP N Vsponsored adr | $675,000 | +5.8% | 36,680 | 0.0% | 0.12% | +5.2% | |
| IVW | ISHARES TRs&p 500 grwt etf | $344,000 | +4.9% | 2,400 | 0.0% | 0.06% | +5.1% | |
| DIS | DISNEY WALT CO | $342,000 | -6.6% | 3,450 | 0.0% | 0.06% | -7.6% | |
| IWO | ISHARES TRrus 2000 grw etf | $281,000 | +6.0% | 1,570 | 0.0% | 0.05% | +4.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $275,000 | +7.8% | 1 | 0.0% | 0.05% | +6.5% | |
| COL | ROCKWELL COLLINS INC | $260,000 | +24.4% | 1,989 | 0.0% | 0.05% | +23.7% | |
| ROK | ROCKWELL AUTOMATION INC | $259,000 | +10.2% | 1,452 | 0.0% | 0.05% | +9.5% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 37 | Q3 2023 | 4.9% |
| MICROSOFT CORP | 37 | Q3 2023 | 4.0% |
| JPMORGAN CHASE & CO | 37 | Q3 2023 | 2.3% |
| CHEVRON CORP NEW | 37 | Q3 2023 | 2.5% |
| JOHNSON & JOHNSON | 37 | Q3 2023 | 2.1% |
| PROCTER & GAMBLE CO | 37 | Q3 2023 | 1.6% |
| BLACKROCK INC | 37 | Q3 2023 | 1.9% |
| MASTERCARD INCORPORATED | 37 | Q3 2023 | 1.8% |
| WAL-MART STORES INC | 37 | Q3 2023 | 1.7% |
| THERMO FISHER SCIENTIFIC INC | 37 | Q3 2023 | 1.4% |
View BTC Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-17 |
| 13F-HR/A | 2022-08-08 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
View BTC Capital Management, 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.