$86.3 Million is the total value of Towercrest Capital Management's 21 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 2015-02-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 39 | Q2 2024 | 15.4% |
ISHARES TR | 39 | Q2 2024 | 10.2% |
SPDR TR S&P 500 ETF TR | 39 | Q2 2024 | 13.0% |
ISHARES TR | 39 | Q2 2024 | 10.7% |
ISHARES TR | 39 | Q2 2024 | 6.4% |
ISHARES TR | 39 | Q2 2024 | 6.6% |
ISHARES TR | 39 | Q2 2024 | 6.0% |
ISHARES TR | 39 | Q2 2024 | 5.8% |
ISHARES TR | 39 | Q2 2024 | 7.2% |
ISHARES TR | 39 | Q2 2024 | 4.9% |
View Towercrest Capital Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-21 |
13F-HR | 2024-08-06 |
13F-HR | 2024-05-10 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-11 |
View Towercrest Capital Management'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.