Latest statistics and disclosures from Gateway Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CSJ, RSP, SHM, CPI, SCHB. These five stock positions account for 48.22% of Gateway Advisory's total stock portfolio.
- Added to shares of these 10 stocks: CSJ, Ishares Tr epra/nar dev eur, CELG, CPI, SCHB, STPZ, Pimco Total Return Etf totl, SCHF, ISIS, Ishares Tr 2018 cp tm etf.
- Started 4 new stock positions in CELG, ISIS, RAD, GSAT.
- Reduced shares in these 9 stocks: , , BSX, MUNI, CHTP, EWP, XOM, Ishares Inc em mkt min vol, IRY.
- Sold out of its positions in BSX, CHTP, XLYS, Wendy's/arby's.
- As of June 30, 2014, Gateway Advisory has $216.73M in assets under management (AUM). Assets under management grew from a total value of $206.92M to $216.73M.
- Independent of market fluctuations, Gateway Advisory was a net buyer by $5.07M worth of stocks in the most recent quarter.
Gateway Advisory portfolio companies for June 2014 quarter
Past 13F-HR SEC Filings for Gateway Advisory
- Gateway Advisory 2014 Q1 - filed April 16, 2014
- Gateway Advisory 2013 Q4 - filed Jan. 16, 2014
- Gateway Advisory 2013 Q3 - filed Oct. 18, 2013
- Gateway Advisory 2013 Q2 - filed July 31, 2013
- Gateway Advisory 2013 Q1 - filed April 25, 2013
- Gateway Advisory 2012 Q4 - filed Feb. 8, 2013
- Gateway Advisory 2012 Q3 - filed Oct. 29, 2012
- Gateway Advisory 2012 Q2 amended - filed Aug. 20, 2012
- Gateway Advisory 2012 Q1 - filed May 4, 2012
- Gateway Advisory 2011 Q4 - filed Feb. 13, 2012
- Gateway Advisory 2011 Q3 - filed Nov. 4, 2011
- Gateway Advisory 2011 Q2 - filed Aug. 12, 2011
- Gateway Advisory 2011 Q1 - filed May 10, 2011
- Gateway Advisory 2010 Q4 - filed Feb. 10, 2011