$183 Million is the total value of Mirador Capital Partners LP's 141 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 32.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,773,000 | +6.8% | 29,122 | -0.1% | 3.16% | -0.2% |
| AAPL | Sell | APPLE INC | $4,614,000 | +9.0% | 27,265 | -1.0% | 2.53% | +1.8% |
| BSJO | Sell | CLAYMORE EXCHANGE TRD FD TRguggenheim 2024 | $4,347,000 | -7.0% | 169,688 | -5.5% | 2.38% | -13.1% |
| WFC | Sell | WELLS FARGO CO NEW | $3,340,000 | +8.2% | 55,055 | -1.0% | 1.83% | +1.1% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $3,274,000 | -5.4% | 53,429 | -0.3% | 1.79% | -11.6% |
| NTUS | Sell | NATUS MEDICAL INC DEL | $1,871,000 | -0.9% | 48,969 | -0.9% | 1.02% | -7.4% |
| COL | Sell | ROCKWELL COLLINS INC | $1,821,000 | +0.6% | 13,426 | -2.5% | 1.00% | -6.0% |
| PHM | Sell | PULTE GROUP INC | $1,613,000 | +20.0% | 48,502 | -1.2% | 0.88% | +12.1% |
| BIDU | Sell | BAIDU INCspon adr rep a | $1,455,000 | -6.3% | 6,211 | -0.5% | 0.80% | -12.5% |
| KLAC | Sell | KLA-TENCOR CORP | $663,000 | -0.3% | 6,307 | -0.5% | 0.36% | -6.9% |
| AIG | Sell | AMERICAN INTL GROUP INC | $604,000 | -69.0% | 10,137 | -67.9% | 0.33% | -71.1% |
| FTV | Sell | FORTIVE CORP | $435,000 | +0.2% | 6,017 | -0.8% | 0.24% | -6.3% |
| BAC | Sell | BANK AMER CORP | $399,000 | +14.0% | 13,508 | -1.0% | 0.22% | +6.8% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $380,000 | +2.2% | 5,959 | -3.3% | 0.21% | -4.6% |
| DIS | Sell | DISNEY WALT CO | $309,000 | +6.6% | 2,875 | -0.9% | 0.17% | -0.6% |
| AMZN | Sell | AMAZON COM INC | $288,000 | -43.8% | 246 | -53.9% | 0.16% | -47.3% |
| MRK | Sell | MERCK & CO INC | $284,000 | -84.4% | 5,039 | -82.1% | 0.16% | -85.4% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $242,000 | -4.7% | 2,753 | -1.8% | 0.13% | -10.7% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $202,000 | -9.0% | 2,318 | -7.9% | 0.11% | -14.6% |
| SDRL | Exit | SEADRILL LIMITED | $0 | – | -12,801 | -100.0% | -0.00% | – |
| PCG | Exit | PG&E CORP | $0 | – | -2,968 | -100.0% | -0.12% | – |
| DVA | Exit | DAVITA INC | $0 | – | -3,434 | -100.0% | -0.12% | – |
| CBLAQ | Exit | CBL & ASSOC PPTYS INC | $0 | – | -28,289 | -100.0% | -0.14% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -21,169 | -100.0% | -0.16% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -22,545 | -100.0% | -0.16% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -1,225 | -100.0% | -0.24% | – |
| BSJH | Exit | CLAYMORE EXCHANGE TRD FD TRgug blt2017 hy | $0 | – | -22,362 | -100.0% | -0.34% | – |
| BSCH | Exit | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2017 | $0 | – | -35,341 | -100.0% | -0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 34 | Q2 2024 | 5.6% |
| BERKSHIRE HATHAWAY INC DEL | 34 | Q2 2024 | 5.5% |
| ALPHABET INC | 34 | Q2 2024 | 3.8% |
| ALPHABET INC | 34 | Q2 2024 | 3.2% |
| INTEL CORP | 34 | Q2 2024 | 3.4% |
| JPMORGAN CHASE & CO. | 34 | Q2 2024 | 3.0% |
| META PLATFORMS INC | 34 | Q2 2024 | 2.9% |
| CHEVRON CORP NEW | 34 | Q2 2024 | 3.3% |
| THERMO FISHER SCIENTIFIC INC | 34 | Q2 2024 | 2.1% |
| ABBVIE INC | 34 | Q2 2024 | 1.9% |
View Mirador Capital Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 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 |
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.