PI
Pleiad Investment Advisors Ltd Historical SEC 13F Holdings & Archive (Q3 2016)
Pleiad Investment Advisors LtdCIK: 0001640095
Concentrated strategyHigh-turnover trader
Total reported value
$4.3M
Reporting period: 2016-09-30 · Number of holdings: 1
Pleiad Investment Advisors Ltd disclosed 1 holdings in its latest 13F filing for the period ending 2016-09-30, with total reported value of $4.3M and a quarterly turnover rate of 70.6%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 70.63
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged SONY
-57.8% -$4.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 100.00% | — | -57.75% |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Pleiad Investment Advisors Ltd's most significant position changes for 2016-09-30: Trim: Sony Group CORP - Sp Adr (SONY) — shares -57.75%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SONY | Sony Group CORP - Sp Adr | — | -57.75% | Trim |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Pleiad Investment Advisors Ltd and what type of investor is it?
Pleiad Investment Advisors Ltd 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 (2016-09-30), the firm manages a tracked equity portfolio valued at approximately $4.3M, spread across 1 disclosed positions.
What are Pleiad Investment Advisors Ltd's largest equity positions?
Based on the latest 13F filing, Pleiad Investment Advisors Ltd's top holdings by market value are:
1. Sony Group CORP - Sp Adr (SONY) — $4.3M (100.0%)
What changes did Pleiad Investment Advisors Ltd make in its most recent portfolio filing?
In the latest quarter, Pleiad Investment Advisors Ltd took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Sony Group CORP - Sp Adr (SONY) — shares -57.75%
What sectors does Pleiad Investment Advisors Ltd focus on?
Pleiad Investment Advisors Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 100.0%
Investment Profile
Pleiad Investment Advisors Ltd's portfolio is concentrated and fast-trading, with 100.0% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 71 over the past 3 quarters — a shift toward more active trading.
It has trimmed its SONY position for two straight quarters, cutting it by $8.8M while still holding $4.3M.
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Developer Access
Access Pleiad Investment Advisors Ltd's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/pleiad-investment-advisors-ltdCLI
npx alphasmo institutions get pleiad-investment-advisors-ltd