Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INVESTMENT CENTERS OF AMERICA INC (CIK 1351904) reported $712,000 across 3 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: VOO ($254,000, 35.67%), VEA ($240,000, 33.71%), VTV ($218,000, 30.62%), WMT ($0, 0.00%), AVGO ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $254,000 | 35.67% | 1,036 | Trimmed |
| 2 | VEA | VANGUARD TAX MANAGED INTL FD | $240,000 | 33.71% | 5,357 | Trimmed |
| 3 | VTV | VANGUARD INDEX FDS | $218,000 | 30.62% | 2,059 | Trimmed |
| 4 | WMT | WAL-MART STORES INC | $0 | 0.00% | 0 | Exited |
| 5 | AVGO | BROADCOM LTD | $0 | 0.00% | 0 | Exited |
| 6 | XPRO | FRANKS INTL N V | $0 | 0.00% | 0 | Exited |
| 7 | STLA | FIAT CHRYSLER AUTOMOBILES N | $0 | 0.00% | 0 | Exited |
| 8 | RWLK | REWALK ROBOTICS LTD | $0 | 0.00% | 0 | Exited |
| 9 | RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | Exited |
| 10 | SFL | SHIP FINANCE INTERNATIONAL L | $0 | 0.00% | 0 | Exited |
| 11 | PNR | PENTAIR PLC | $0 | 0.00% | 0 | Exited |
| 12 | MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | Exited |
| 13 | ETN | EATON CORP PLC | $0 | 0.00% | 0 | Exited |
| 14 | ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | Exited |
| 15 | YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | Exited |
| 16 | YUM | YUM BRANDS INC | $0 | 0.00% | 0 | Exited |
| 17 | XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | Exited |
| 18 | HEDJ | WISDOMTREE TR | $0 | 0.00% | 0 | Exited |
| 19 | DTH | WISDOMTREE TR | $0 | 0.00% | 0 | Exited |
| 20 | DLS | WISDOMTREE TR | $0 | 0.00% | 0 | Exited |
| 21 | DWM | WISDOMTREE TR | $0 | 0.00% | 0 | Exited |
| 22 | DES | WISDOMTREE TR | $0 | 0.00% | 0 | Exited |
| 23 | EZM | WISDOMTREE TR | $0 | 0.00% | 0 | Exited |
| 24 | DON | WISDOMTREE TR | $0 | 0.00% | 0 | Exited |
| 25 | AIVL | WISDOMTREE TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2017-12-31