$115 Million is the total value of CFO4Life, L.P.'s 84 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RPAI | RETAIL PPTYS AMER INCcl a | $510,000 | -0.6% | 30,344 | 0.0% | 0.44% | +0.7% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $327,000 | +32.9% | 3,090 | 0.0% | 0.28% | +34.8% | |
| ZIXI | ZIX CORP | $273,000 | +9.6% | 66,500 | 0.0% | 0.24% | +11.3% | |
| ADM | ARCHER DANIELS MIDLAND CO | $203,000 | -1.5% | 4,806 | 0.0% | 0.18% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-27
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.