$44.6 Million is the total value of CXI Advisors's 238 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares ETFs/USA | 1 | Q4 2019 | 47.6% |
| iShares ETFs/USA | 1 | Q4 2019 | 23.1% |
| iShares ETFs/USA | 1 | Q4 2019 | 10.0% |
| iShares ETFs/USA | 1 | Q4 2019 | 9.8% |
| COMCAST CORP-CLASS A | 1 | Q4 2019 | 0.5% |
| Invesco ETFs/USA | 1 | Q4 2019 | 0.4% |
| ALPHABET INC-CL A | 1 | Q4 2019 | 0.4% |
| Vanguard ETF/USA | 1 | Q4 2019 | 0.3% |
| State Street ETF/USA | 1 | Q4 2019 | 0.3% |
| MICROSOFT CORP | 1 | Q4 2019 | 0.3% |
View CXI Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2020-08-06 |
| 13F-NT | 2020-04-29 |
| 13F-NT | 2020-02-10 |
| 13F-HR | 2020-01-27 |
| 13F-NT | 2019-10-10 |
View CXI Advisors'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.