$2.92 Million is the total value of Lakeside Wealth Management Group, LLC's 9 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-26
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.