Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PACWEST BANCORP DEL | 3 | Q1 2017 | 21.1% |
Vanguard Index Fds | 3 | Q1 2017 | 20.0% |
Pimco | 3 | Q1 2017 | 19.0% |
Procter & Gamble Co | 3 | Q1 2017 | 12.1% |
Exelon Corp | 3 | Q1 2017 | 8.9% |
United Technologies Corp | 3 | Q1 2017 | 8.3% |
General Electric Co | 3 | Q1 2017 | 6.9% |
Nuveen | 3 | Q1 2017 | 3.6% |
Global Net Lease Inc | 2 | Q4 2016 | 7.3% |
View Lakeside Wealth Management Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2017-04-26 |
13F-HR | 2017-01-30 |
13F-HR | 2017-01-13 |
View Lakeside Wealth Management Group, LLC'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.