FP
Fieldpoint Private Advisors, Inc Historical SEC 13F Holdings & Archive (Q4 2017)
Fieldpoint Private Advisors, IncCIK: 0001160841
Long-term holder
Total reported value
—
Reporting period: 2017-12-31 · Number of holdings: 1
FIELDPOINT PRIVATE ADVISORS, INC disclosed 1 holdings in its latest 13F filing for the period ending 2017-12-31, with total reported value of — and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged RF
$0.0
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RF | Regions Financial CORP | Stock-Financials | — | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2017 Q4 | 1 | — | 0 | ||
| 2017 Q3 | 1 | — | 100 | ||
| 2017 Q2 | 29 | $1.9M | 100 | ||
| 2017 Q1 | 75 | $37.0M | 100 | ||
| 2016 Q4 | 64 | $151.5M | 18 | ||
| 2016 Q3 | 64 | $149.8M | 11 | ||
| 2016 Q2 | 64 | $146.7M | 19 | ||
| 2016 Q1 | 57 | $141.0M | 26 | ||
| 2015 Q4 | 56 | $141.5M | 24 | ||
| 2015 Q3 | 58 | $144.9M | 30 | ||
| 2015 Q2 | 60 | $160.2M | 16 | ||
| 2015 Q1 | 63 | $164.3M | 25 | ||
| 2014 Q4 | 64 | $154.5M | 18 | ||
| 2014 Q3 | 67 | $154.4M | 16 | ||
| 2014 Q2 | 68 | $165.4M | 27 | ||
| 2014 Q1 | 67 | $168.6M | 24 | ||
| 2013 Q4 | 68 | $174.3M | 22 | ||
| 2013 Q3 | 68 | $163.5M | 26 | ||
| 2013 Q2 | 62 | $163.0M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RF | Regions Financial CORP | — | — | Unchanged |
Filing History
FAQ
What is Fieldpoint Private Advisors, Inc and what type of investor is it?
Fieldpoint Private Advisors, Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-12-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Fieldpoint Private Advisors, Inc's largest equity positions?
Based on the latest 13F filing, Fieldpoint Private Advisors, Inc's top holdings by market value are:
1. Regions Financial CORP (RF) — $0.0
What changes did Fieldpoint Private Advisors, Inc make in its most recent portfolio filing?
No notable portfolio changes were recorded for Fieldpoint Private Advisors, Inc in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Fieldpoint Private Advisors, Inc focus on?
Sector breakdown data is not yet available for Fieldpoint Private Advisors, Inc. Check back after the next 13F processing cycle.
Investment Profile
Fieldpoint Private Advisors, Inc's portfolio is broadly diversified and long-term-holding.
Its turnover score has fallen from 18 to 0 over the past 4 quarters — a shift toward longer holding periods.
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Developer Access
Access Fieldpoint Private Advisors, Inc's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/fieldpoint-private-advisors-incCLI
npx alphasmo institutions get fieldpoint-private-advisors-inc