$120 Million is the total value of Clarfeld Financial Advisors, LLC's 589 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Aperio #1
- Advisor Partners #2
- JPM Value Advantage #3
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 1 | Q4 2018 | 25.2% |
| ISHARES TR | 1 | Q4 2018 | 11.8% |
| ISHARES TR | 1 | Q4 2018 | 8.7% |
| ISHARES TR | 1 | Q4 2018 | 5.5% |
| ISHARES TR | 1 | Q4 2018 | 4.7% |
| JP MORGAN EXCHANGE TRADED FD | 1 | Q4 2018 | 3.7% |
| ISHARES TR | 1 | Q4 2018 | 3.7% |
| ISHARES TR | 1 | Q4 2018 | 3.6% |
| ISHARES TR | 1 | Q4 2018 | 2.9% |
| ISHARES INC | 1 | Q4 2018 | 2.5% |
View Clarfeld Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-02-02 |
| 13F-NT | 2023-11-13 |
| 13F-NT | 2023-08-07 |
| 13F-NT | 2023-05-10 |
| 13F-NT | 2023-02-09 |
| 13F-NT | 2022-11-10 |
| 13F-NT | 2022-08-05 |
| 13F-NT | 2022-05-12 |
| 13F-NT | 2022-02-10 |
| 13F-NT | 2021-11-05 |
View Clarfeld Financial 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.