$117 Million is the total value of CFO4Life, L.P.'s 88 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BDJ | Exit | BLACKROCK ENHANCED EQT DIV T | $0 | – | -10,586 | -100.0% | -0.07% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -2,406 | -100.0% | -0.19% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -4,280 | -100.0% | -0.20% | – |
| GT | Exit | GOODYEAR TIRE & RUBR CO | $0 | – | -12,207 | -100.0% | -0.36% | – |
| JBL | Exit | JABIL CIRCUIT INC | $0 | – | -25,357 | -100.0% | -0.44% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -6,904 | -100.0% | -0.46% | – |
| JLL | Exit | JONES LANG LASALLE INC | $0 | – | -5,017 | -100.0% | -0.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 10 | Q4 2022 | 32.0% |
| SPDR S&P 500 ETF TR | 10 | Q4 2022 | 14.5% |
| DBX ETF TR | 10 | Q4 2022 | 11.7% |
| DARLING INGREDIENTS INC | 10 | Q4 2022 | 6.2% |
| APPLE INC | 10 | Q4 2022 | 3.8% |
| EATON VANCE TAX MNGED BUY WR | 10 | Q4 2022 | 5.0% |
| LENNOX INTL INC | 10 | Q4 2022 | 3.4% |
| GILEAD SCIENCES INC | 10 | Q4 2022 | 1.6% |
| BLACKROCK ENH CAP & INC FD I | 10 | Q4 2022 | 1.5% |
| WELLS FARGO CO NEW | 10 | Q4 2022 | 1.3% |
View CFO4Life, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-01-11 |
| 13F-HR | 2017-01-30 |
| 13F-HR | 2016-10-27 |
| 13F-HR | 2016-08-08 |
| 13F-HR | 2016-05-13 |
| 13F-HR | 2016-02-04 |
| 13F-HR | 2015-11-05 |
| 13F-HR | 2015-08-06 |
| 13F-HR | 2015-05-05 |
| 13F-HR | 2015-02-13 |
View CFO4Life, L.P.'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.