$98.9 Million is the total value of Riverstone Advisors, LLC's 35 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -1,333 | -100.0% | -0.18% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -9,540 | -100.0% | -0.20% | – |
| CPT | Exit | CAMDEN PPTY TRsh ben int | $0 | – | -2,740 | -100.0% | -0.22% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -3,648 | -100.0% | -0.32% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -25,984 | -100.0% | -0.60% | – |
| ALRM | Exit | ALARM COM HLDGS INC | $0 | – | -48,175 | -100.0% | -1.55% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -37,610 | -100.0% | -2.14% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -22,795 | -100.0% | -2.35% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -12,489 | -100.0% | -5.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 20.1% |
| PAYCOM SOFTWARE INC | 20 | Q3 2023 | 11.7% |
| ALPHABET INC | 20 | Q3 2023 | 10.3% |
| AMAZON COM INC | 20 | Q3 2023 | 11.9% |
| DANAHER CORPORATION | 20 | Q3 2023 | 10.4% |
| PAYPAL HLDGS INC | 20 | Q3 2023 | 13.5% |
| TRACTOR SUPPLY CO | 20 | Q3 2023 | 6.8% |
| BERKSHIRE HATHAWAY INC DEL | 20 | Q3 2023 | 5.4% |
| REALTY INCOME CORP | 20 | Q3 2023 | 2.3% |
| EXXON MOBIL CORP | 20 | Q3 2023 | 2.5% |
View Riverstone Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-26 |
View Riverstone Advisors, 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.