Higher Moment Capital
Latest statistics and disclosures from Higher Moment Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, BND, VNQ, IYR, IWD, and represent 100.00% of Higher Moment Capital's stock portfolio.
- Added to shares of these 3 stocks: AGG (+$11M), BND (+$9.4M), VNQ.
- Started 1 new stock position in AGG.
- Reduced shares in these 4 stocks: TIP (-$30M), IWF (-$17M), IWD (-$15M), IYR.
- Sold out of its positions in TIP, IWF.
- Higher Moment Capital was a net seller of stock by $-39M.
- Higher Moment Capital has $31M in assets under management (AUM), dropping by -57.22%.
- Central Index Key (CIK): 0001599471
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Portfolio Holdings for Higher Moment Capital
Higher Moment Capital holds 5 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Lehman Aggregate Bond (AGG) | 36.1 | $11M | NEW | 105k | 106.49 |
|
| Vanguard Total Bond Market ETF (BND) | 33.3 | $10M | +1014% | 130k | 79.21 |
|
| Vanguard REIT ETF (VNQ) | 16.3 | $5.0M | +312% | 67k | 74.57 |
|
| iShares Dow Jones US Real Estate (IYR) | 9.5 | $2.9M | -25% | 39k | 74.95 |
|
| iShares Russell 1000 Value Index (IWD) | 4.9 | $1.5M | -90% | 14k | 111.05 |
|
Past Filings by Higher Moment Capital
SEC 13F filings are viewable for Higher Moment Capital going back to 2013
- Higher Moment Capital 2018 Q4 filed Feb. 14, 2019
- Higher Moment Capital 2018 Q3 filed Nov. 9, 2018
- Higher Moment Capital 2018 Q2 filed Aug. 10, 2018
- Higher Moment Capital 2018 Q1 filed May 10, 2018
- Higher Moment Capital 2017 Q3 filed Feb. 15, 2018
- Higher Moment Capital 2017 Q4 filed Feb. 13, 2018
- Higher Moment Capital 2017 Q2 filed Aug. 7, 2017
- Higher Moment Capital 2017 Q1 filed May 11, 2017
- Higher Moment Capital 2016 Q4 filed Feb. 13, 2017
- Higher Moment Capital 2016 Q3 filed Nov. 10, 2016
- Higher Moment Capital 2016 Q2 filed Aug. 15, 2016
- Higher Moment Capital 2016 Q1 filed May 16, 2016
- Higher Moment Capital 2015 Q4 filed Feb. 8, 2016
- Higher Moment Capital 2015 Q3 filed Nov. 13, 2015
- Higher Moment Capital 2015 Q2 filed Aug. 14, 2015
- Higher Moment Capital 2015 Q1 filed May 8, 2015