CB^T Wealth Management
Latest statistics and disclosures from CB^T Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MMM, IWO, EFA, IWN, Berkshire Hathaway Inc-cl A cl a 0. These five stock positions account for 98.69% of CB^T Wealth Management's total stock portfolio.
- Added to shares of XOM, EFA.
- Started new stock positions in XOM.
- Reduced shares in these stocks: MMM.
- As of March 31, 2013, CB^T Wealth Management has $15.31M in assets under management (AUM). Assets under management grew from a total value of $13.28M to $15.31M.
- Independent of market fluctuations, CB^T Wealth Management was a net buyer by $208839 worth of stocks in the most recent quarter.
CB^T Wealth Management portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| MMM | 3M Company | 81.12 | 116853 | 106.31 | 112.78 | |
| IWO | iShares Russell 2000 Growth Index | 5.99 | 8531 | 107.61 | 113.75 | |
| EFA | iShares MSCI EAFE Index Fund | 4.79 | 12430 | 58.97 | 61.02 | |
| IWN | iShares Russell 2000 Value Index | 4.75 | 8690 | 83.77 | 86.94 | |
| Berkshire Hathaway Inc-cl A cl a 0 | 2.04 | 2 | 156500.00 | 0.00 | ||
| XOM | Exxon Mobil Corporation | 1.31 | NEW | 2222 | 90.01 | 91.77 |
Past 13F-HR SEC Filings for CB^T Wealth Management
- CB^T Wealth Management 2012 Q4 - filed Feb. 6, 2013
- CB^T Wealth Management 2012 Q3 - filed Nov. 27, 2012
- CB^T Wealth Management 2012 Q2 - filed Aug. 15, 2012
- CB^T Wealth Management 2012 Q1 - filed May 15, 2012
- CB^T Wealth Management 2011 Q4 - filed Feb. 15, 2012
- CB^T Wealth Management 2011 Q3 - filed Nov. 14, 2011
- CB^T Wealth Management 2011 Q2 - filed Aug. 12, 2011
- CB^T Wealth Management 2011 Q1 - filed May 16, 2011
- CB^T Wealth Management 2010 Q4 - filed Feb. 14, 2011