$120 Million is the total value of Winthrop Partners - WNY, LLC's 306 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BRITISH AMERN TOB PLC SPONSORED ADR | 8 | Q3 2019 | 5.3% |
| JPMORGAN CHASE & COMPANY | 8 | Q3 2019 | 4.0% |
| AT&T INCORPORATED | 8 | Q3 2019 | 3.8% |
| VANGUARD SMALL-CAP ETF | 8 | Q3 2019 | 3.2% |
| VERIZON COMMUNICATIONS INCORPORATED | 8 | Q3 2019 | 2.9% |
| MERCK & COMPANY INCORPORATED | 8 | Q3 2019 | 3.0% |
| PFIZER INCORPORATED | 8 | Q3 2019 | 2.9% |
| PEPSICO INCORPORATED | 8 | Q3 2019 | 2.9% |
| ALPHABET INCORPORATED CAP STK CLASS C | 8 | Q3 2019 | 2.1% |
| CORNING INCORPORATED | 8 | Q3 2019 | 2.3% |
View Winthrop Partners - WNY, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-10-28 |
| 13F-HR | 2019-08-19 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-01-22 |
| 13F-HR | 2018-11-15 |
| 13F-HR | 2018-07-30 |
| 13F-HR | 2018-06-13 |
| 13F-HR | 2018-03-14 |
View Winthrop Partners - WNY, 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.