Rocky Mountain Private Wealth Management

Latest statistics and disclosures from Rocky Mountain Private Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CMCSA, TXN, ORCL, Arlington Asset Investment, HPE, and represent 66.18% of Rocky Mountain Private Wealth Management's stock portfolio.
  • Reduced shares in these 5 stocks: AAPL, MSTR, , SO, Xura.
  • Sold out of its positions in Adtran, AAPL, MSTR, SO, Xura.
  • Rocky Mountain Private Wealth Management was a net seller of stock by $-26k.
  • Rocky Mountain Private Wealth Management has $136k in assets under management (AUM), dropping by -12.82%.
  • Central Index Key (CIK): 0001581594

Portfolio Holdings for Rocky Mountain Private Wealth Management

Rocky Mountain Private Wealth Management holds 23 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Comcast Corporation (CMCSA) 40.4 $55k 840.00 65.48
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Texas Instruments Incorporated (TXN) 10.3 $14k 201.00 69.65
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Oracle Corporation (ORCL) 5.2 $7.0k 200.00 35.00
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Arlington Asset Investment 5.2 $7.0k 510.00 13.73
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Hewlett Packard Enterprise (HPE) 5.2 $7.0k 331.00 21.15
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Microchip Technology (MCHP) 4.4 $6.0k 100.00 60.00
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E.I. du Pont de Nemours & Company 4.4 $6.0k 100.00 60.00
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Altria (MO) 4.4 $6.0k 100.00 60.00
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Zoetis Inc Cl A (ZTS) 3.7 $5.0k 100.00 50.00
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Hp (HPQ) 3.7 $5.0k 331.00 15.11
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At&t (T) 2.9 $4.0k 113.00 35.40
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Pfizer (PFE) 2.2 $3.0k 100.00 30.00
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Chevron Corporation (CVX) 2.2 $3.0k 35.00 85.71
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Gibraltar Industries (ROCK) 2.2 $3.0k 100.00 30.00
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General Electric Company 1.5 $2.0k 100.00 20.00
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Pitney Bowes (PBI) 0.7 $1.0k 100.00 10.00
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Energy Transfer Partners 0.7 $1.0k 43.00 23.26
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Verint Systems (VRNT) 0.7 $1.0k 38.00 26.32
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Avon Products 0.0 $0 100.00 0.00
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Discovery Communications 0.0 $0 30.00 0.00
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Innovative Solutions & Support (ISSC) 0.0 $0 150.00 0.00
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Sterling Construction Company (STRL) 0.0 $0 100.00 0.00
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Chemours (CC) 0.0 $0 20.00 0.00
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Past Filings by Rocky Mountain Private Wealth Management

SEC 13F filings are viewable for Rocky Mountain Private Wealth Management going back to 2015