Cleary Gull Holdings »

Broad shares owned by Cleary Gull Holdings

Quarter-by-quarter ownership of Broad shares owned by Cleary Gull Holdings from 13F filings

Historical chart of Cleary Gull Holdings investment in Broad

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All positions including Broad held by Cleary Gull Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broad by Cleary Gull Holdings

Quarter filed Position value Share count Share price at filing
2016-03-31 $31k 203 152.71

More positions owned by Cleary Gull Holdings

PowerShrs CEF Income Cmpst Prtfl
iShares Russell 1000 Index (IWB)
Vanguard Mid-Cap Value ETF (VOE)
iShares MSCI EAFE Index Fund (EFA)
iShares MSCI ACWI ex US Index Fund (ACWX)
iShares Russell Midcap Index Fund (IWR)
BlackRock Credit All Inc Trust IV (BTZ)
iShares Russell 1000 Growth Index (IWF)
Vanguard Total Stock Market ETF (VTI)
iShares S&P US Pref Stock Idx Fnd (PFF)
Spdr S&p 500 Etf (SPY)
iShares Russell 1000 Value Index (IWD)
SPDR S&P MidCap 400 ETF (MDY)
iShares S&P 500 Index (IVV)
Vanguard Star Fd Intl Stk Idxf (VXUS)

View all positions for Cleary Gull Holdings

Top funds holding Broad

Grassi Investment Management
Cohen Klingenstein
Lisa Snider
U S Wealth Group
Folger Nolan Fleming Douglas
Horizon Financial Services

View all funds holding Broad