$124 Million is the total value of Keel Point Advisors, LLC's 70 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 ETF | 1 | Q4 2014 | 41.0% |
| Vanguard REIT Index ETF | 1 | Q4 2014 | 14.8% |
| Vanguard Dividend Appreciation | 1 | Q4 2014 | 6.3% |
| Vanguard FTSE Developed Market | 1 | Q4 2014 | 4.0% |
| Vanguard Russell 2000 Index ET | 1 | Q4 2014 | 3.9% |
| iShares MSCI EAFE Index Fund E | 1 | Q4 2014 | 3.8% |
| Enterprise Products Partners L | 1 | Q4 2014 | 2.2% |
| iShares Dow Jones Select Divid | 1 | Q4 2014 | 1.3% |
| iShares Russell 2000 Index | 1 | Q4 2014 | 1.3% |
| Buckeye Partners LP | 1 | Q4 2014 | 1.1% |
View Keel Point Advisors, LLC's complete holdings 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.