$239 Million is the total value of McNamara Financial Services, Inc.'s 38 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNB | Exit | UNION BANKSHARES INC | $0 | – | -4,291 | -100.0% | -0.10% | – |
| BHBK | Exit | BLUE HILLS BANCORP INC | $0 | – | -29,613 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Exxon Mobil Corporation Com | 39 | Q2 2024 | 4.5% |
| SSGA ACTIVE ETF TR | 37 | Q2 2024 | 19.5% |
| PROCTER & GAMBLE CO | 35 | Q2 2024 | 0.2% |
| ISHARES TR | 34 | Q2 2024 | 29.5% |
| VANGUARD INTL EQUITY INDEX F | 34 | Q2 2024 | 17.7% |
| VANGUARD TAX-MANAGED INTL FD | 34 | Q2 2024 | 15.1% |
| VANGUARD SPECIALIZED PORTFOL | 34 | Q2 2024 | 3.0% |
| VANGUARD INDEX FDS | 34 | Q2 2024 | 5.7% |
| WISDOMTREE TR | 34 | Q2 2024 | 3.1% |
| ISHARES INC | 34 | Q2 2024 | 0.7% |
View McNamara Financial Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-08-02 |
| 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 |
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.