$125 Million is the total value of Mirador Capital Partners LP's 125 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $3,789,000 | – | 103,699 | +100.0% | 3.04% | – |
| SDS | New | PROSHARES TR | $1,683,000 | – | 111,392 | +100.0% | 1.35% | – |
| BSCJ | New | CLAYMORE EXCHANGE TRD FD TRgug bull2019 e | $836,000 | – | 39,531 | +100.0% | 0.67% | – |
| BSCK | New | CLAYMORE EXCHANGE TRD FD TRgug bull2020 e | $835,000 | – | 39,379 | +100.0% | 0.67% | – |
| BSCO | New | CLAYMORE EXCHANGE TRD FD TR2024 corp bond | $826,000 | – | 40,441 | +100.0% | 0.66% | – |
| BSCP | New | CLAYMORE EXCHANGE TRD FD TRgugenhim 2025 | $823,000 | – | 40,845 | +100.0% | 0.66% | – |
| BSCI | New | CLAYMORE EXCHANGE TRD FD TRgug bull2018 e | $786,000 | – | 37,134 | +100.0% | 0.63% | – |
| BSCL | New | CLAYMORE EXCHANGE TRD FD TRgugg bulsh 2021 | $784,000 | – | 37,333 | +100.0% | 0.63% | – |
| BSJO | New | CLAYMORE EXCHANGE TRD FD TRguggenheim 2024 | $778,000 | – | 31,014 | +100.0% | 0.62% | – |
| BSCQ | New | CLAYMORE EXCHANGE TRD FD TRguggenhem 2026 | $775,000 | – | 40,464 | +100.0% | 0.62% | – |
| BSCM | New | CLAYMORE EXCHANGE TRD FD TRgugg bulsh 2022 | $774,000 | – | 37,010 | +100.0% | 0.62% | – |
| BSCN | New | CLAYMORE EXCHANGE TRD FD TR2023 corp bond | $774,000 | – | 37,788 | +100.0% | 0.62% | – |
| BSCH | New | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2017 | $736,000 | – | 32,574 | +100.0% | 0.59% | – |
| BSJK | New | CLAYMORE EXCHANGE TRD FD TRgug bul 2020 hy | $726,000 | – | 29,929 | +100.0% | 0.58% | – |
| BSJM | New | CLAYMORE EXCHANGE TRD FD TR2022 hg yld cb | $675,000 | – | 26,990 | +100.0% | 0.54% | – |
| BSJJ | New | CLAYMORE EXCHANGE TRD FD TRgug bul 2019 hy | $627,000 | – | 25,960 | +100.0% | 0.50% | – |
| BSJL | New | CLAYMORE EXCHANGE TRD FD TR2021 hg yld cb | $575,000 | – | 23,256 | +100.0% | 0.46% | – |
| BSJI | New | CLAYMORE EXCHANGE TRD FD TRgug blt2018 hy | $575,000 | – | 22,823 | +100.0% | 0.46% | – |
| BSJN | New | CLAYMORE EXCHANGE TRD FD TRgugenhim 2023 | $563,000 | – | 21,334 | +100.0% | 0.45% | – |
| BSJH | New | CLAYMORE EXCHANGE TRD FD TRgug blt2017 hy | $531,000 | – | 20,582 | +100.0% | 0.43% | – |
| TGT | New | TARGET CORP | $523,000 | – | 7,242 | +100.0% | 0.42% | – |
| KLAC | New | KLA-TENCOR CORP | $497,000 | – | 6,323 | +100.0% | 0.40% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $311,000 | – | 6,178 | +100.0% | 0.25% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $296,000 | – | 5,563 | +100.0% | 0.24% | – |
| TEX | New | TEREX CORP NEW | $244,000 | – | 7,733 | +100.0% | 0.20% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $209,000 | – | 6,294 | +100.0% | 0.17% | – |
| ERIC | New | ERICSSONadr b sek 10 | $88,000 | – | 15,026 | +100.0% | 0.07% | – |
| PFMT | New | PERFORMANT FINL CORP | $25,000 | – | 10,682 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q3 2023 | 5.6% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q3 2023 | 5.5% |
| ALPHABET INC | 31 | Q3 2023 | 3.0% |
| INTEL CORP | 31 | Q3 2023 | 3.4% |
| ALPHABET INC | 31 | Q3 2023 | 3.2% |
| JPMORGAN CHASE & CO | 31 | Q3 2023 | 3.0% |
| META PLATFORMS INC | 31 | Q3 2023 | 2.9% |
| THERMO FISHER SCIENTIFIC INC | 31 | Q3 2023 | 2.1% |
| CHEVRON CORP NEW | 31 | Q3 2023 | 3.3% |
| ABBVIE INC | 31 | Q3 2023 | 1.9% |
View Mirador Capital Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
View Mirador Capital Partners LP'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.