$17.6 Million is the total value of MILLER GREEN FINANCIAL SERVICES INC /ADV's 4 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $8,356,000 | -14.5% | 54,175 | +3.0% | 47.45% | +3.5% |
| XOM | Sell | EXXON MOBIL CORP | $5,656,000 | -23.8% | 82,944 | -4.9% | 32.12% | -7.7% |
| BX | Buy | BLACKSTONE GROUP L P | $2,849,000 | -6.5% | 95,600 | +19.5% | 16.18% | +13.1% |
| AAPL | APPLE INC | $749,000 | -30.1% | 4,750 | 0.0% | 4.25% | -15.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 3 | Q4 2018 | 47.4% |
| EXXON MOBIL CORP | 3 | Q4 2018 | 42.8% |
| BLACKSTONE GROUP L P | 3 | Q4 2018 | 16.2% |
| APPLE INC | 3 | Q4 2018 | 5.0% |
View MILLER GREEN FINANCIAL SERVICES INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-01-14 |
| 13F-HR/A | 2018-10-10 |
| 13F-HR | 2018-10-09 |
| 13F-HR | 2018-07-12 |
| 13F-NT | 2018-05-15 |
| 13F-NT | 2018-02-15 |
| 13F-NT | 2017-10-23 |
| 13F-NT | 2017-07-13 |
| 13F-NT | 2017-04-20 |
| 13F-NT | 2017-01-24 |
View MILLER GREEN FINANCIAL SERVICES INC /ADV'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.