Fundamental Invs shares owned by Peress Investment Advisors
Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Peress Investment Advisors
from 13F filings
Historical chart of Peress Investment Advisors investment in Fundamental Invs
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Quarterly reported holdings in Fundamental Invs by Peress Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-06-30 | $444k | 7.1k | 62.59 |
| 2018-03-31 | $438k | 7.1k | 61.74 |
| 2017-12-31 | $441k | 7.1k | 62.17 |
| 2017-09-30 | $438k | 7.1k | 61.74 |
| 2017-06-30 | $418k | 7.1k | 58.92 |
| 2017-03-31 | $411k | 7.1k | 57.94 |
| 2016-12-31 | $386k | 7.1k | 54.41 |
| 2016-09-30 | $383k | 7.1k | 53.99 |
| 2016-06-30 | $369k | 7.1k | 52.02 |
| 2016-03-31 | $360k | 7.1k | 50.75 |
| 2015-12-31 | $360k | 7.1k | 50.75 |
| 2015-09-30 | $346k | 7.1k | 48.77 |
| 2015-06-30 | $374k | 7.1k | 52.72 |
| 2015-03-31 | $370k | 7.1k | 52.16 |
| 2014-12-31 | $369k | 7.1k | 52.02 |
| 2014-09-30 | $420k | 7.8k | 54.04 |
| 2014-06-30 | $383k | 7.1k | 53.99 |
| 2014-03-31 | $365k | 7.1k | 51.45 |
| 2013-12-31 | $369k | 7.1k | 52.02 |
| 2013-09-30 | $343k | 7.1k | 48.35 |
| 2013-06-30 | $324k | 7.1k | 45.67 |
| 2013-03-31 | $218k | 4.9k | 44.29 |
More positions owned by Peress Investment Advisors
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