CIK: 0001511881
申告総資産額
$15.0億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | 株式-金融 | 29.73% | — | +5.57% | |
| 2 | BAC | Bank Of America CORP | 株式-金融 | 24.18% | — | -12.81% | |
| 3 | WFC | Wells Fargo & Co | 株式-金融 | 24.15% | -12.01% | EXIT | |
| 4 | SPGI | S&p Global INC | 株式-金融 | 8.38% | — | +0.59% | |
| 5 | BAC | Bank of America Corporation | 株式-金融 | 7.40% | — | — | |
| 6 | WFC | Wells Fargo & Company | 株式-金融 | 3.58% | — | +40.46% | |
| 7 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 2.58% | — | -49.92% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +1.9% | +13.70% | 増加 |
| 2 | SPGI | S&p Global INC | +1.1% | +0.59% | 増加 |
| 3 | WFC | Wells Fargo & Company | +1% | +40.46% | 増加 |
| 4 | SCHW | Schwab (charles) CORP | +0.9% | +5.57% | 増加 |
| 5 | BAC | Bank of America Corporation | +0.5% | — | 変化なし |
| 6 | CHTR | Charter Communications Inc-a | -2.2% | -49.92% | 減少 |
| 7 | BAC | Bank Of America CORP | -3.3% | -12.81% | 減少 |