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 | WFC | Wells Fargo & Co | 株式-金融 | 29.16% | -12.01% | EXIT | |
| 2 | SCHW | Schwab (charles) CORP | 株式-金融 | 27.92% | — | -3.15% | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 25.91% | — | +12.80% | |
| 4 | UTXZ | United Tech CORP | 株式-その他 | 7.03% | — | — | |
| 5 | SPGI | S&p Global INC | 株式-金融 | 5.14% | — | -3.13% | |
| 6 | BAC | Bank of America Corporation | 株式-金融 | 3.47% | — | -59.43% | |
| 7 | WFC | Wells Fargo & Company | 株式-金融 | 1.37% | — | -33.34% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +5.1% | +12.80% | 増加 |
| 2 | UTXZ | United Tech CORP | +1.1% | — | 変化なし |
| 3 | WFC | Wells Fargo & Co | +0.9% | +2.80% | 増加 |
| 4 | SPGI | S&p Global INC | -0.1% | -3.13% | 減少 |
| 5 | SCHW | Schwab (charles) CORP | -0.4% | -3.15% | 減少 |
| 6 | WFC | Wells Fargo & Company | -0.9% | -33.34% | 減少 |
| 7 | BAC | Bank of America Corporation | -4% | -59.43% | 減少 |
| 8 | UNVREUR | Univar Solutions INC | — | EXIT | 全売却 |