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 | 28.34% | — | -24.99% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 28.29% | -12.01% | EXIT | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 20.78% | — | +5.15% | |
| 4 | BAC | Bank of America Corporation | 株式-金融 | 7.42% | — | -28.51% | |
| 5 | UTXZ | United Tech CORP | 株式-その他 | 5.94% | — | — | |
| 6 | SPGI | S&p Global INC | 株式-金融 | 5.23% | — | +22.20% | |
| 7 | WFC | Wells Fargo & Company | 株式-金融 | 2.22% | — | — | |
| 8 | UNVREUR | Univar Solutions INC | 株式-その他 | 1.77% | — | -49.16% |
| # | 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 | +6.7% | +19.93% | 増加 |
| 2 | SPGI | S&p Global INC | +1.3% | +22.20% | 増加 |
| 3 | BAC | Bank Of America CORP | +0.4% | +5.15% | 増加 |
| 4 | WFC | Wells Fargo & Company | +0.3% | — | 変化なし |
| 5 | UNVREUR | Univar Solutions INC | -1.8% | -49.16% | 減少 |
| 6 | BAC | Bank of America Corporation | -3.8% | -28.51% | 減少 |
| 7 | SCHW | Schwab (charles) CORP | -9.1% | -24.99% | 減少 |
| 8 | UTXZ | United Tech CORP | — | NEW | 新規購入 |