$18.3 Billion is the total value of COMMONWEALTH EQUITY SERVICES, LLC's 2678 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 27 | Q2 2024 | 5.2% |
ISHARES TR | 27 | Q2 2024 | 2.5% |
VANGUARD TAX-MANAGED INTL FD | 27 | Q2 2024 | 2.8% |
MICROSOFT CORP | 27 | Q2 2024 | 2.5% |
SPDR S&P 500 ETF TR | 27 | Q2 2024 | 1.7% |
ISHARES TR | 27 | Q2 2024 | 2.9% |
AMAZON COM INC | 27 | Q2 2024 | 2.0% |
VANGUARD INDEX FDS | 27 | Q2 2024 | 2.2% |
BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 1.3% |
ISHARES TR | 27 | Q2 2024 | 2.6% |
View COMMONWEALTH EQUITY SERVICES, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
TORTOISE PIPELINE & ENERGY FUND, INC. | December 06, 2023 | 139,845 | 7.0% |
FS Credit Opportunities Corp. | February 22, 2023 | 10,104,494 | 5.1% |
FS Investment CORP | February 09, 2018 | 11,151,906 | 4.5% |
View COMMONWEALTH EQUITY SERVICES, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-31 |
N-PX | 2024-07-24 |
13F-HR | 2024-04-29 |
X-17A-5 | 2024-02-28 |
SC 13G/A | 2024-02-09 |
13F-HR | 2024-02-06 |
SC 13G/A | 2023-12-06 |
SC 13G/A | 2023-11-03 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-10 |
View COMMONWEALTH EQUITY SERVICES, 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.