GOFEN & GLOSSBERG LLC /IL/ - Shelton Funds - S&P MidCap Ind ownership

Back to all holdings Add to watchlist

Shelton Funds - S&P MidCap Ind's ticker is and the CUSIP is 82301Q767.

Links
Filings
Quarter-by-quarter ownership
GOFEN & GLOSSBERG LLC /IL/ ownership history of Shelton Funds - S&P MidCap Ind
ValueSharesWeighting
Q1 2020$269,000
-29.9%
15,5550.0%0.01%
-8.3%
Q4 2019$384,000
+0.5%
15,5550.0%0.01%
-7.7%
Q3 2019$382,000
-0.3%
15,5550.0%0.01%0.0%
Q2 2019$383,000
+2.7%
15,5550.0%0.01%0.0%
Q1 2019$373,000
+13.7%
15,5550.0%0.01%0.0%
Q4 2018$328,000
-17.6%
15,555
+11.2%
0.01%
-7.1%
Q3 2018$398,000
+3.9%
13,985
+0.0%
0.01%0.0%
Q2 2018$383,000
+4.1%
13,980
+0.2%
0.01%0.0%
Q1 2018$368,000
-0.8%
13,946
+0.2%
0.01%
+7.7%
Q4 2017$371,000
-46.8%
13,915
-46.8%
0.01%
-50.0%
Q3 2017$698,000
+3.4%
26,137
+0.1%
0.03%0.0%
Q2 2017$675,000
+1.7%
26,103
+0.2%
0.03%0.0%
Q1 2017$664,000
+3.6%
26,038
+0.2%
0.03%0.0%
Q4 2016$641,000
+8.5%
25,994
+16.5%
0.03%
+4.0%
Q3 2016$591,000
+4.0%
22,320
+0.2%
0.02%
+4.2%
Q2 2016$568,000
+3.5%
22,284
+0.2%
0.02%
+4.3%
Q1 2016$549,000
+3.8%
22,235
+0.3%
0.02%0.0%
Q4 2015$529,000
+2.7%
22,178
+18.4%
0.02%0.0%
Q3 2015$515,000
-8.5%
18,737
+0.1%
0.02%
-4.2%
Q2 2015$563,000
-1.2%
18,714
+0.2%
0.02%
-4.0%
Q1 2015$570,000
+5.2%
18,680
+0.3%
0.02%
+8.7%
Q4 2014$542,000
+6.3%
18,623
+7.8%
0.02%0.0%
Q3 2014$510,000
-4.0%
17,283
+0.2%
0.02%0.0%
Q2 2014$531,000
+4.5%
17,257
+0.4%
0.02%
-4.2%
Q1 2014$508,000
+2.6%
17,1930.0%0.02%
+4.3%
Q4 2013$495,000
+8.1%
17,193
+4.6%
0.02%
-4.2%
Q3 2013$458,000
+7.5%
16,434
+0.1%
0.02%
+4.3%
Q2 2013$426,000–16,411–0.02%–
 Download
Other shareholders

There were no reported owners of Shelton Funds - S&P MidCap Ind in Q3 2023.

NameSharesValueWeighting ↓
View complete list of Shelton Funds - S&P MidCap Ind shareholders