$198 Million is the total value of McNamara Financial Services, Inc.'s 33 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SHM | Exit | SPDR SER TRnuveen blmbrg sr | $0 | – | -4,186 | -100.0% | -0.11% | – |
HEZU | Exit | ISHARES TRcur hd eurzn etf | $0 | – | -7,954 | -100.0% | -0.12% | – |
DBEU | Exit | DBX ETF TRdb xtr msci eur | $0 | – | -170,541 | -100.0% | -2.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Exxon Mobil Corporation Com | 36 | Q3 2023 | 4.5% |
SSGA ACTIVE ETF TR | 34 | Q3 2023 | 19.5% |
PROCTER & GAMBLE CO | 32 | Q3 2023 | 0.2% |
ISHARES TR | 31 | Q3 2023 | 29.5% |
VANGUARD INTL EQUITY INDEX F | 31 | Q3 2023 | 17.7% |
VANGUARD TAX-MANAGED INTL FD | 31 | Q3 2023 | 15.1% |
VANGUARD SPECIALIZED PORTFOL | 31 | Q3 2023 | 3.0% |
VANGUARD INDEX FDS | 31 | Q3 2023 | 5.7% |
WISDOMTREE TR | 31 | Q3 2023 | 3.1% |
ISHARES INC | 31 | Q3 2023 | 0.7% |
View McNamara Financial Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-28 |
13F-HR | 2022-07-13 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-24 |
View McNamara Financial Services, 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.