$109 Million is the total value of Lester Murray Antman dba SimplyRich's 74 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 53.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFAV | Buy | ISHARES TRmin vol eafe etf | $8,095,000 | +2.9% | 121,566 | +12.5% | 7.44% | +73.3% |
| EEMV | Buy | ISHARES INCmin vol emrg mkt | $7,853,000 | -1.4% | 140,626 | +4.7% | 7.22% | +66.1% |
| USMV | Buy | ISHARES TRmin vol usa etf | $7,845,000 | +1.2% | 151,035 | +11.2% | 7.21% | +70.5% |
| AAPL | Sell | Apple Inc | $4,468,000 | -31.2% | 28,600 | -0.6% | 4.11% | +15.9% |
| UNH | Sell | UnitedHealth Group Inc | $3,902,000 | -8.5% | 15,848 | -1.1% | 3.59% | +54.2% |
| V | Sell | VISA INC | $3,208,000 | -13.2% | 24,501 | -0.5% | 2.95% | +46.2% |
| HD | Home Depot Inc | $2,972,000 | -17.8% | 17,461 | 0.0% | 2.73% | +38.4% | |
| RSP | Sell | RYDEX ETF TRUSTgug s&p500 eq wt | $2,790,000 | -15.7% | 30,766 | -0.7% | 2.56% | +42.0% |
| MSFT | Sell | MICROSOFT CORP | $2,692,000 | -13.4% | 26,819 | -1.4% | 2.47% | +45.8% |
| CI | Buy | CIGNA CORPORATION | $2,629,000 | +14.6% | 13,791 | +25.2% | 2.42% | +93.0% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $2,328,000 | -3.9% | 31,305 | +4.2% | 2.14% | +61.9% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $2,040,000 | -6.9% | 48,656 | +1.3% | 1.88% | +56.8% |
| NVO | Sell | NOVO-NORDISK A Sadr | $1,978,000 | -2.8% | 43,154 | -0.0% | 1.82% | +63.8% |
| NKE | Sell | NIKE INCcl b | $1,932,000 | -14.3% | 26,345 | -1.0% | 1.78% | +44.4% |
| CMCSA | COMCAST CORP NEWcl a | $1,903,000 | -3.0% | 55,396 | 0.0% | 1.75% | +63.5% | |
| MCD | Sell | MCDONALDS CORP | $1,873,000 | +4.6% | 10,671 | -0.3% | 1.72% | +76.2% |
| EL | LAUDER ESTEE COS INCcl a | $1,864,000 | -11.5% | 14,496 | 0.0% | 1.71% | +49.1% | |
| GIB | Sell | GROUPE CGI INCcl a sub vtg | $1,792,000 | -7.5% | 29,840 | -0.7% | 1.65% | +55.8% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,613,000 | -5.9% | 19,370 | -0.8% | 1.48% | +58.3% |
| RELX | Sell | RELX PLCsponsored adr | $1,565,000 | -4.9% | 75,989 | -3.3% | 1.44% | +60.3% |
| INTC | Sell | INTEL CORP | $1,425,000 | -1.5% | 30,486 | -0.3% | 1.31% | +66.0% |
| RZV | Sell | RYDEX ETF TRUSTgug s&p sc600 pv | $1,417,000 | -57.0% | 24,621 | -42.5% | 1.30% | -27.6% |
| NVS | NOVARTIS A Gsponsored adr | $1,410,000 | -1.1% | 16,537 | 0.0% | 1.30% | +66.8% | |
| WMT | WAL-MART STORES INC | $1,347,000 | -1.9% | 14,623 | 0.0% | 1.24% | +65.3% | |
| CSCO | CISCO SYS INC | $1,344,000 | -12.0% | 31,416 | 0.0% | 1.24% | +48.1% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $1,321,000 | -17.2% | 35,576 | -1.5% | 1.21% | +39.5% |
| DRW | Buy | WISDOMTREE TRglb ex us rl est | $1,291,000 | -4.1% | 46,624 | +1.9% | 1.19% | +61.7% |
| DIS | DISNEY WALT CO | $1,287,000 | -8.3% | 11,998 | 0.0% | 1.18% | +54.6% | |
| CNI | CANADIAN NATL RY CO | $1,218,000 | -18.0% | 16,547 | 0.0% | 1.12% | +38.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $1,144,000 | -19.6% | 13,881 | 0.0% | 1.05% | +35.4% | |
| USB | Sell | US BANCORP DEL | $1,125,000 | -17.0% | 24,883 | -3.0% | 1.03% | +39.9% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $1,111,000 | -53.4% | 18,451 | -45.0% | 1.02% | -21.5% |
| NTTYY | Sell | Nippon Telegraph & Telephone Corpadr | $1,088,000 | -14.3% | 26,742 | -5.1% | 1.00% | +44.3% |
| ACWV | Sell | ISHARES INCmin vol gbl etf | $1,045,000 | -51.3% | 12,913 | -47.1% | 0.96% | -17.9% |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $1,027,000 | -7.1% | 23,237 | 0.0% | 0.94% | +56.6% | |
| TJX | Buy | TJX COS INC NEW | $1,023,000 | -21.8% | 23,358 | +100.0% | 0.94% | +31.7% |
| TTE | Sell | TOTAL S Asponsored adr | $983,000 | +3.4% | 13,033 | -11.8% | 0.90% | +74.0% |
| UL | Sell | UNILEVER PLCspon adr new | $957,000 | -6.5% | 18,401 | -1.2% | 0.88% | +57.4% |
| WPS | ISHARES TRintl devppty etf | $933,000 | -6.8% | 27,058 | 0.0% | 0.86% | +57.0% | |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $917,000 | +88.3% | 14,483 | +84.6% | 0.84% | +216.9% |
| SJR | Sell | SHAW COMMUNICATIONS INCcl b conv | $896,000 | -15.9% | 49,448 | -9.6% | 0.82% | +41.4% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $890,000 | -2.1% | 11,954 | -1.6% | 0.82% | +64.9% |
| LVMUY | LVMH Moet Hennessy Louis Vuitton SEadr | $859,000 | -17.6% | 14,800 | 0.0% | 0.79% | +38.7% | |
| SNP | Sell | CHINA PETE & CHEM CORP | $815,000 | -31.5% | 11,689 | -1.3% | 0.75% | +15.4% |
| UN | Sell | UNILEVER N V | $805,000 | -4.3% | 15,053 | -0.6% | 0.74% | +61.2% |
| CVS | Buy | CVS HEALTH CORP | $734,000 | -16.3% | 11,261 | +1.1% | 0.68% | +41.2% |
| ZNGA | ZYNGA INCcl a | $724,000 | -3.1% | 186,228 | 0.0% | 0.66% | +63.0% | |
| WFC | Sell | WELLS FARGO CO NEW | $710,000 | -16.1% | 15,500 | -3.7% | 0.65% | +41.3% |
| PDN | Sell | POWERSHARES ETF TR IIex us sml port | $676,000 | -16.0% | 24,477 | -0.6% | 0.62% | +41.5% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $668,000 | +63.7% | 12,547 | +66.1% | 0.61% | +175.3% |
| INFY | INFOSYS LTDsponsored adr | $648,000 | -7.3% | 68,712 | 0.0% | 0.60% | +56.4% | |
| AZN | ASTRAZENECA PLCsponsored adr | $639,000 | -4.6% | 16,930 | 0.0% | 0.59% | +60.4% | |
| T | Sell | AT&T INC | $637,000 | -19.5% | 22,394 | -5.0% | 0.58% | +35.4% |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $627,000 | -14.7% | 16,506 | 0.0% | 0.58% | +43.6% | |
| CUK | CARNIVAL PLCadr | $622,000 | -23.5% | 12,890 | 0.0% | 0.57% | +28.8% | |
| NLY | ANNALY CAP MGMT INC | $617,000 | -3.6% | 62,558 | 0.0% | 0.57% | +62.5% | |
| MDLZ | MONDELEZ INTL INCcl a | $606,000 | -7.2% | 15,200 | 0.0% | 0.56% | +56.5% | |
| BRDCY | Bridgestone Corpadr | $591,000 | +1.7% | 30,800 | 0.0% | 0.54% | +71.3% | |
| CHA | Sell | TRACTOR SUPPLY CO | $589,000 | -0.7% | 11,604 | -3.3% | 0.54% | +67.0% |
| KO | Sell | COCA COLA CO | $578,000 | -1.5% | 12,256 | -3.6% | 0.53% | +65.9% |
| ABEV | Sell | AMBEV SAsponsored adr | $557,000 | -18.4% | 142,940 | -4.3% | 0.51% | +37.3% |
| EBAY | EBAY INC | $551,000 | -14.6% | 19,520 | 0.0% | 0.51% | +43.8% | |
| MU | MICRON TECHNOLOGY INC | $549,000 | -30.2% | 17,400 | 0.0% | 0.50% | +17.7% | |
| BASFY | Sell | BASF SEadr | $531,000 | -23.8% | 30,584 | -2.5% | 0.49% | +28.4% |
| SIRI | SIRIUS XM HLDGS INC | $515,000 | -9.5% | 90,100 | 0.0% | 0.47% | +52.6% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $492,000 | -45.0% | 10,509 | -2.4% | 0.45% | -7.4% |
| ING | ING GROEP N Vsponsored adr | $467,000 | -17.9% | 43,900 | 0.0% | 0.43% | +38.4% | |
| CBS | CBS CORP NEWcl b | $438,000 | -24.5% | 10,100 | 0.0% | 0.40% | +27.5% | |
| ABB | ABB LTDsponsored adr | $408,000 | -20.0% | 21,575 | 0.0% | 0.38% | +34.9% | |
| KMTUY | Komatsu Ltd | $382,000 | -28.7% | 17,600 | 0.0% | 0.35% | +20.2% | |
| SCCO | SOUTHERN COPPER CORP | $352,000 | -29.2% | 11,521 | 0.0% | 0.32% | +19.6% | |
| AZSEY | Allianz SEadr | $339,000 | -9.4% | 16,891 | 0.0% | 0.31% | +52.9% | |
| MHGVY | Marine Harvest ASAadr | $316,000 | -9.7% | 15,099 | 0.0% | 0.29% | +51.8% | |
| SUHJY | Sun Hung Kai Properties Limitedadr | $223,000 | -2.2% | 15,700 | 0.0% | 0.20% | +65.3% | |
| SID | Exit | COMPANHIA SIDERURGICA NACIONsponsored adr | $0 | – | -16,800 | -100.0% | -0.02% | – |
| WIT | Exit | WIPRO LTD | $0 | – | -19,020 | -100.0% | -0.05% | – |
| LPL | Exit | LG DISPLAY CO LTDspons adr rep | $0 | – | -23,603 | -100.0% | -0.11% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -3,622 | -100.0% | -0.11% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,113 | -100.0% | -0.12% | – |
| AKZOY | Exit | AKZO NOBEL NVadr sponsored | $0 | – | -6,900 | -100.0% | -0.12% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,550 | -100.0% | -0.12% | – |
| SIEGY | Exit | Siemens AGadr | $0 | – | -3,440 | -100.0% | -0.12% | – |
| KUBTY | Exit | Kubota Corpadr | $0 | – | -2,600 | -100.0% | -0.12% | – |
| EWEM | Exit | RYDEX ETF TRUSTgug emk ctr etf | $0 | – | -6,991 | -100.0% | -0.12% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -1,971 | -100.0% | -0.12% | – |
| WY | Exit | WEYERHAEUSER CO | $0 | – | -7,050 | -100.0% | -0.12% | – |
| SHI | Exit | SINOPEC SHANGHAI PETROCHEMICAL CO LTDspon adr h | $0 | – | -3,805 | -100.0% | -0.12% | – |
| CKHUY | Exit | CK HUTCHISON HLDGS? | $0 | – | -20,200 | -100.0% | -0.13% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,837 | -100.0% | -0.13% | – |
| ASX | Exit | ADVANCED SEMICONDUCTOR ENGRsponsored adr | $0 | – | -48,982 | -100.0% | -0.13% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -3,400 | -100.0% | -0.13% | – |
| FIS | Exit | FIDELITY NATL INFORMATION SV | $0 | – | -2,357 | -100.0% | -0.14% | – |
| AON | Exit | AON PLC | $0 | – | -1,711 | -100.0% | -0.14% | – |
| EXPE | Exit | EXPEDIA INC DEL | $0 | – | -2,057 | -100.0% | -0.15% | – |
| NJDCY | Exit | Nidec Corporationadr | $0 | – | -7,482 | -100.0% | -0.15% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -1,980 | -100.0% | -0.15% | – |
| SRE | Exit | SEMPRA ENERGY | $0 | – | -2,518 | -100.0% | -0.16% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -4,800 | -100.0% | -0.17% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -885 | -100.0% | -0.17% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DELAWARE | $0 | – | -7,300 | -100.0% | -0.17% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -2,981 | -100.0% | -0.18% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -5,615 | -100.0% | -0.19% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -1,829 | -100.0% | -0.19% | – |
| CHT | Exit | CHUNGHWA TELECOM CO LTDspon adr new11 | $0 | – | -9,790 | -100.0% | -0.19% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -5,021 | -100.0% | -0.19% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,735 | -100.0% | -0.19% | – |
| DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -2,575 | -100.0% | -0.20% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,455 | -100.0% | -0.21% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -2,349 | -100.0% | -0.21% | – |
| RSG | Exit | REPUBLIC SVCS INC | $0 | – | -5,411 | -100.0% | -0.21% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -5,228 | -100.0% | -0.22% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -5,657 | -100.0% | -0.23% | – |
| CHL | Exit | CHINA MOBILE LIMITEDsponsored adr | $0 | – | -8,580 | -100.0% | -0.23% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -8,057 | -100.0% | -0.24% | – |
| MMC | Exit | MARSH & MCLENNAN COS INC | $0 | – | -5,454 | -100.0% | -0.25% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -7,200 | -100.0% | -0.25% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -3,092 | -100.0% | -0.26% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -2,825 | -100.0% | -0.27% | – |
| PCAR | Exit | PACCAR INC | $0 | – | -7,800 | -100.0% | -0.29% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -3,334 | -100.0% | -0.30% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -3,352 | -100.0% | -0.31% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -6,543 | -100.0% | -0.31% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -4,257 | -100.0% | -0.32% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -4,267 | -100.0% | -0.33% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -7,286 | -100.0% | -0.33% | – |
| APTV | Exit | APTIV PLC | $0 | – | -7,315 | -100.0% | -0.34% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -5,614 | -100.0% | -0.34% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -4,869 | -100.0% | -0.35% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -2 | -100.0% | -0.35% | – |
| TGT | Exit | TARGET CORP | $0 | – | -7,409 | -100.0% | -0.36% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -3,999 | -100.0% | -0.36% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -4,982 | -100.0% | -0.36% | – |
| RYAAY | Exit | RYANAIR HLDGS PLCsponsored adr ne | $0 | – | -7,176 | -100.0% | -0.38% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -4,579 | -100.0% | -0.41% | – |
| CME | Exit | CME GROUP INC | $0 | – | -4,546 | -100.0% | -0.42% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -5,163 | -100.0% | -0.42% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -6,715 | -100.0% | -0.43% | – |
| FISV | Exit | FISERV INC | $0 | – | -9,550 | -100.0% | -0.43% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -5,936 | -100.0% | -0.43% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -8,839 | -100.0% | -0.46% | – |
| FMS | Exit | FRESENIUS MED CARE AG&CO KGAsponsored adr | $0 | – | -17,748 | -100.0% | -0.50% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -2,720 | -100.0% | -0.51% | – |
| SAP | Exit | SAP SEspon adr | $0 | – | -7,982 | -100.0% | -0.54% | – |
| IBA | Exit | INDUSTRIAS BACHOCO S A B DEspon adr b | $0 | – | -18,601 | -100.0% | -0.55% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -3,205 | -100.0% | -0.56% | – |
| TM | Exit | TOYOTA MOTOR CORP | $0 | – | -8,695 | -100.0% | -0.59% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -11,747 | -100.0% | -0.61% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -564 | -100.0% | -0.62% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -5,162 | -100.0% | -0.63% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -8,464 | -100.0% | -0.63% | – |
| MMM | Exit | 3M CO | $0 | – | -5,705 | -100.0% | -0.66% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -8,403 | -100.0% | -0.78% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -6,936 | -100.0% | -0.78% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -6,246 | -100.0% | -0.82% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -7,343 | -100.0% | -0.86% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -6,188 | -100.0% | -0.92% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -9,611 | -100.0% | -1.09% | – |
| GOOGL | Exit | Alphabet Inccap stk cl a | $0 | – | -3,206 | -100.0% | -2.11% | – |
| GOOG | Exit | Alphabet Incclass c | $0 | – | -5,904 | -100.0% | -3.84% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 24 | Q3 2023 | 9.2% |
| UNITEDHEALTH GROUP INC COM | 24 | Q3 2023 | 3.7% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 4.0% |
| VISA INC COM CL A | 24 | Q3 2023 | 3.1% |
| HOME DEPOT INC COM | 24 | Q3 2023 | 2.7% |
| NOVO NORDISK A/S ADR SPONSORED | 24 | Q3 2023 | 3.8% |
| LAUDER ESTEE COS INC | 24 | Q3 2023 | 2.1% |
| NIKE INC COM CL B | 24 | Q3 2023 | 1.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 24 | Q3 2023 | 1.9% |
| PAYPAL HOLDINGS INC COM | 24 | Q3 2023 | 2.5% |
View Lester Murray Antman dba SimplyRich's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-07 |
| 13F-HR | 2021-10-04 |
View Lester Murray Antman dba SimplyRich'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.