Independent Portfolio Consultants
Latest statistics and disclosures from Independent Portfolio Consultants's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, META, JPM, C, and represent 8.21% of Independent Portfolio Consultants's stock portfolio.
- Added to shares of these 10 stocks: Proshares Tr short qqq, C, LEN, BAC, Allergan, AMG, GS, EZU, GM, UBSI.
- Started 77 new stock positions in CBZ, Liberty Media Corp Series C Li, GM, XAR, Jacobs Engineering, WSO, RCL, DVN, CORT, Proshares Tr short qqq.
- Reduced shares in these 10 stocks: , PM, NVR, WU, Chicago Bridge & Iron Company, TKR, CNC, BR, CLH, F.
- Sold out of its positions in APD, AAL, AWK, AIZ, C.R. Bard, Barracuda Networks, Bed Bath & Beyond, CCJ, Capit Bk Fin A, Cardinal Financial Corporation.
- Independent Portfolio Consultants was a net seller of stock by $-57M.
- Independent Portfolio Consultants has $241M in assets under management (AUM), dropping by -16.78%.
- Central Index Key (CIK): 0001328450
Portfolio Holdings for Independent Portfolio Consultants
Independent Portfolio Consultants holds 785 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Independent Portfolio Consultants has 785 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Independent Portfolio Consultants June 30, 2017 positions
- Download the Independent Portfolio Consultants June 2017 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.2 | $5.4M | -7% | 38k | 144.01 |
|
| Amazon (AMZN) | 1.8 | $4.4M | -10% | 4.6k | 967.91 |
|
| Facebook Inc cl a (META) | 1.4 | $3.5M | -18% | 23k | 150.98 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $3.3M | 36k | 91.39 |
|
|
| Citigroup (C) | 1.3 | $3.2M | +95% | 48k | 66.87 |
|
| Lennar Corporation (LEN) | 1.3 | $3.1M | +89% | 57k | 53.32 |
|
| Goldman Sachs (GS) | 1.2 | $3.0M | +43% | 13k | 221.87 |
|
| Bank of America Corporation (BAC) | 1.2 | $2.9M | +57% | 121k | 24.26 |
|
| Polaris Industries (PII) | 1.1 | $2.8M | -19% | 30k | 92.23 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.1 | $2.7M | -7% | 2.9k | 929.59 |
|
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.9 | $2.2M | -10% | 20k | 110.68 |
|
| Amgen (AMGN) | 0.8 | $1.9M | -3% | 11k | 172.26 |
|
| Spdr S&p 500 Etf (SPY) | 0.8 | $1.8M | -10% | 7.5k | 241.86 |
|
| Affiliated Managers (AMG) | 0.7 | $1.8M | +105% | 11k | 165.89 |
|
| Morgan Stanley (MS) | 0.7 | $1.7M | +64% | 39k | 44.55 |
|
| Royal Dutch Shell | 0.7 | $1.7M | -23% | 32k | 54.43 |
|
| Proshares Tr short qqq | 0.7 | $1.7M | NEW | 42k | 40.46 |
|
| Alphabet Inc Class C cs (GOOG) | 0.7 | $1.7M | 1.8k | 908.69 |
|
|
| Tempur-Pedic International (TPX) | 0.7 | $1.6M | -3% | 30k | 53.40 |
|
| American Tower Reit (AMT) | 0.6 | $1.5M | -12% | 12k | 132.28 |
|
| General Electric Company | 0.6 | $1.5M | +66% | 57k | 27.01 |
|
| United Technologies Corporation | 0.6 | $1.5M | -4% | 12k | 122.15 |
|
| Broadridge Financial Solutions (BR) | 0.6 | $1.5M | -41% | 19k | 75.55 |
|
| Allergan | 0.6 | $1.4M | +263% | 6.0k | 243.08 |
|
| Ishares Inc etp (EWT) | 0.6 | $1.5M | -25% | 41k | 35.77 |
|
| Cisco Systems (CSCO) | 0.6 | $1.4M | -9% | 46k | 31.30 |
|
| United Bankshares (UBSI) | 0.6 | $1.4M | +102% | 36k | 39.21 |
|
| Union Pacific Corporation (UNP) | 0.6 | $1.4M | 13k | 108.90 |
|
|
| iShares S&P Global Financials Sect. (IXG) | 0.6 | $1.4M | -29% | 22k | 63.14 |
|
| Selective Insurance (SIGI) | 0.6 | $1.4M | -8% | 27k | 50.05 |
|
| Visa (V) | 0.6 | $1.3M | +10% | 14k | 93.78 |
|
| Gilead Sciences (GILD) | 0.5 | $1.3M | +101% | 18k | 70.76 |
|
| Chevron Corporation (CVX) | 0.5 | $1.3M | -18% | 12k | 104.36 |
|
| Merck & Co (MRK) | 0.5 | $1.2M | -6% | 18k | 64.09 |
|
| Littelfuse (LFUS) | 0.5 | $1.2M | -32% | 7.0k | 164.97 |
|
| Old National Ban (ONB) | 0.5 | $1.1M | -9% | 65k | 17.24 |
|
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.5 | $1.1M | -36% | 24k | 48.49 |
|
| Total (TTE) | 0.5 | $1.1M | +16% | 23k | 49.60 |
|
| Unilever (UL) | 0.5 | $1.1M | -23% | 20k | 54.12 |
|
| iShares MSCI Austria Investable Mkt (EWO) | 0.5 | $1.1M | -11% | 52k | 21.25 |
|
| Novartis (NVS) | 0.4 | $1.1M | -13% | 13k | 83.49 |
|
| Centene Corporation (CNC) | 0.4 | $1.0M | -50% | 13k | 79.87 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.0M | +2% | 15k | 68.94 |
|
| MB Financial | 0.4 | $1.0M | -8% | 23k | 44.03 |
|
| At&t (T) | 0.4 | $1.0M | -16% | 27k | 37.74 |
|
| Multi-Color Corporation | 0.4 | $1.0M | -10% | 13k | 81.60 |
|
| iShares MSCI Sweden Index (EWD) | 0.4 | $1.0M | -10% | 30k | 33.94 |
|
| Stifel Financial (SF) | 0.4 | $1.0M | -11% | 22k | 46.00 |
|
| Medtronic (MDT) | 0.4 | $1.0M | +6% | 11k | 88.74 |
|
| Dorman Products (DORM) | 0.4 | $987k | -10% | 12k | 82.75 |
|
| Ida (IDA) | 0.4 | $997k | -10% | 12k | 85.32 |
|
| Integra LifeSciences Holdings (IART) | 0.4 | $996k | -27% | 18k | 54.53 |
|
| Forward Air Corporation (FWRD) | 0.4 | $960k | -10% | 18k | 53.31 |
|
| Qualcomm (QCOM) | 0.4 | $953k | +4% | 17k | 55.21 |
|
| UMB Financial Corporation (UMBF) | 0.4 | $958k | -8% | 13k | 74.84 |
|
| iShares MSCI EMU Index (EZU) | 0.4 | $948k | +424% | 24k | 40.33 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $915k | 11k | 80.69 |
|
|
| CACI International (CACI) | 0.4 | $920k | -9% | 7.4k | 125.00 |
|
| Southside Bancshares (SBSI) | 0.4 | $923k | -5% | 26k | 34.94 |
|
| American Express Company (AXP) | 0.4 | $887k | +3% | 11k | 84.27 |
|
| Schlumberger (SLB) | 0.4 | $883k | 13k | 65.85 |
|
|
| Darling International (DAR) | 0.4 | $897k | -52% | 57k | 15.73 |
|
| Anixter International | 0.4 | $904k | -10% | 12k | 78.20 |
|
| ExlService Holdings (EXLS) | 0.4 | $884k | -10% | 16k | 55.56 |
|
| Masimo Corporation (MASI) | 0.4 | $890k | -20% | 9.8k | 91.21 |
|
| iShares Lehman MBS Bond Fund (MBB) | 0.4 | $887k | -33% | 8.3k | 106.71 |
|
| Clean Harbors (CLH) | 0.4 | $878k | -53% | 16k | 55.83 |
|
| United Parcel Service (UPS) | 0.4 | $861k | -7% | 7.8k | 110.63 |
|
| Sensient Technologies Corporation (SXT) | 0.4 | $877k | -10% | 11k | 80.51 |
|
| Barnes (B) | 0.4 | $875k | -10% | 15k | 58.56 |
|
| AMN Healthcare Services (AMN) | 0.4 | $862k | -10% | 22k | 39.04 |
|
| Navigant Consulting | 0.4 | $856k | -10% | 43k | 19.76 |
|
| LTC Properties (LTC) | 0.4 | $864k | -10% | 17k | 51.41 |
|
| Kinder Morgan (KMI) | 0.4 | $862k | -2% | 45k | 19.15 |
|
| Dave & Buster's Entertainmnt (PLAY) | 0.4 | $876k | -10% | 13k | 66.53 |
|
| Granite Construction (GVA) | 0.3 | $852k | -10% | 18k | 48.26 |
|
| Pepsi (PEP) | 0.3 | $841k | +11% | 7.3k | 115.44 |
|
| MTS Systems Corporation | 0.3 | $834k | +3% | 16k | 51.83 |
|
| CalAmp | 0.3 | $835k | -10% | 41k | 20.32 |
|
| Murphy Usa (MUSA) | 0.3 | $845k | -52% | 11k | 74.11 |
|
| HSBC Holdings (HSBC) | 0.3 | $812k | -20% | 18k | 46.37 |
|
| Western Union Company (WU) | 0.3 | $811k | -58% | 43k | 19.05 |
|
| Philip Morris International (PM) | 0.3 | $831k | -59% | 7.1k | 117.49 |
|
| IDEX Corporation (IEX) | 0.3 | $822k | -52% | 7.3k | 113.01 |
|
| Education Rlty Tr New ret | 0.3 | $815k | 21k | 38.74 |
|
|
| BlackRock (BLK) | 0.3 | $786k | -6% | 1.9k | 422.35 |
|
| Easterly Government Properti reit (DEA) | 0.3 | $797k | -10% | 38k | 20.95 |
|
| Coca-Cola Company (KO) | 0.3 | $773k | -35% | 17k | 44.88 |
|
| Timken Company (TKR) | 0.3 | $767k | -59% | 17k | 46.28 |
|
| Trinity Industries (TRN) | 0.3 | $773k | -53% | 28k | 28.04 |
|
| Proshares Tr short s&p 500 ne (SH) | 0.3 | $775k | -33% | 23k | 33.51 |
|
| Franklin Electric (FELE) | 0.3 | $746k | -10% | 18k | 41.43 |
|
| Hanesbrands (HBI) | 0.3 | $747k | -50% | 32k | 23.15 |
|
| Tetra Tech (TTEK) | 0.3 | $749k | -10% | 16k | 45.73 |
|
| Procter & Gamble Company (PG) | 0.3 | $753k | +2% | 8.6k | 87.20 |
|
| Anheuser-Busch InBev NV (BUD) | 0.3 | $756k | 6.9k | 110.35 |
|
|
| Sykes Enterprises, Incorporated | 0.3 | $746k | +8% | 22k | 33.54 |
|
| Oge Energy Corp (OGE) | 0.3 | $758k | -53% | 22k | 34.79 |
|
| A. Schulman | 0.3 | $736k | -10% | 23k | 32.00 |
|
| Cambrex Corporation | 0.3 | $736k | -14% | 12k | 59.73 |
|
| Kforce (KFRC) | 0.3 | $747k | 38k | 19.61 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $748k | -36% | 6.8k | 110.16 |
|
| iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) | 0.3 | $746k | -30% | 14k | 53.26 |
|
| Boeing Company (BA) | 0.3 | $730k | -44% | 3.7k | 197.83 |
|
| Balchem Corporation (BCPC) | 0.3 | $723k | -10% | 9.3k | 77.69 |
|
| Nexstar Broadcasting (NXST) | 0.3 | $716k | -37% | 12k | 59.78 |
|
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.3 | $727k | -14% | 6.6k | 109.74 |
|
| General Motors Company (GM) | 0.3 | $730k | NEW | 21k | 34.91 |
|
| Methode Electronics (MEI) | 0.3 | $710k | -8% | 17k | 41.22 |
|
| Callon Pete Co Del Com Stk | 0.3 | $692k | +11% | 65k | 10.61 |
|
| Bojangles | 0.3 | $702k | -10% | 43k | 16.25 |
|
| CarMax (KMX) | 0.3 | $685k | -24% | 11k | 63.05 |
|
| Thor Industries (THO) | 0.3 | $666k | -53% | 6.4k | 104.45 |
|
| Home Depot (HD) | 0.3 | $644k | -19% | 4.2k | 153.37 |
|
| Columbia Banking System (COLB) | 0.3 | $642k | +4316% | 16k | 39.83 |
|
| Fox News | 0.3 | $651k | NEW | 23k | 27.86 |
|
| Marcus & Millichap (MMI) | 0.3 | $656k | NEW | 25k | 26.36 |
|
| Great Wastern Ban | 0.3 | $658k | NEW | 16k | 40.83 |
|
| Starbucks Corporation (SBUX) | 0.3 | $623k | +38% | 11k | 58.34 |
|
| Almost Family | 0.3 | $615k | -10% | 10k | 61.67 |
|
| Flowserve Corporation (FLS) | 0.3 | $636k | -52% | 14k | 46.41 |
|
| Analogic Corporation | 0.3 | $638k | -10% | 8.8k | 72.63 |
|
| Vodafone Group New Adr F (VOD) | 0.3 | $629k | -22% | 22k | 28.72 |
|
| Envision Healthcare | 0.3 | $634k | -50% | 10k | 62.67 |
|
| Coherent | 0.2 | $595k | -60% | 2.6k | 224.87 |
|
| Newfield Exploration | 0.2 | $593k | -52% | 21k | 28.46 |
|
| AGCO Corporation (AGCO) | 0.2 | $597k | -54% | 8.9k | 67.41 |
|
| Louisiana-Pacific Corporation (LPX) | 0.2 | $599k | -30% | 25k | 24.13 |
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $598k | +7% | 5.0k | 120.54 |
|
| First Trust Ind/Prod AlphaDEX (FXR) | 0.2 | $596k | -58% | 17k | 35.35 |
|
| Knowles (KN) | 0.2 | $600k | -53% | 36k | 16.91 |
|
| Westrock (WRK) | 0.2 | $596k | -48% | 11k | 56.63 |
|
| Msg Network Inc cl a | 0.2 | $606k | -10% | 27k | 22.46 |
|
| Ihs Markit | 0.2 | $595k | 14k | 44.06 |
|
|
| Pfizer (PFE) | 0.2 | $588k | -8% | 18k | 33.57 |
|
| Sanofi-Aventis SA (SNY) | 0.2 | $578k | -21% | 12k | 47.94 |
|
| Financial Select Sector SPDR (XLF) | 0.2 | $586k | -57% | 24k | 24.67 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $584k | -15% | 9.6k | 60.93 |
|
| Koninklijke Philips Electronics NV (PHG) | 0.2 | $555k | -35% | 16k | 35.87 |
|
| Sap (SAP) | 0.2 | $566k | -18% | 5.4k | 104.68 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $549k | -35% | 1.9k | 287.43 |
|
| Abb (ABBNY) | 0.2 | $560k | -20% | 23k | 24.90 |
|
| British American Tobac (BTI) | 0.2 | $548k | -22% | 8.0k | 68.59 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $560k | +5% | 6.6k | 84.48 |
|
| Amplify Snack Brands | 0.2 | $547k | -10% | 57k | 9.64 |
|
| Broad | 0.2 | $545k | -14% | 2.3k | 232.91 |
|
| American Woodmark Corporation (AMWD) | 0.2 | $519k | -10% | 5.4k | 95.53 |
|
| priceline.com Incorporated | 0.2 | $539k | -22% | 288.00 | 1871.53 |
|
| Microsemi Corporation | 0.2 | $537k | -11% | 12k | 46.80 |
|
| Cibc Cad (CM) | 0.2 | $528k | -12% | 6.5k | 81.14 |
|
| Omnicell (OMCL) | 0.2 | $520k | -10% | 12k | 43.12 |
|
| ING Groep (ING) | 0.2 | $532k | -21% | 31k | 17.37 |
|
| Lennox International (LII) | 0.2 | $520k | +20% | 2.8k | 183.62 |
|
| Genomic Health | 0.2 | $519k | -10% | 16k | 32.54 |
|
| PC Connection (CNXN) | 0.2 | $537k | +34% | 20k | 27.07 |
|
| Rbc Cad (RY) | 0.2 | $541k | -8% | 7.5k | 72.55 |
|
| Matador Resources (MTDR) | 0.2 | $529k | -10% | 25k | 21.38 |
|
| Pdc Energy | 0.2 | $532k | +14% | 12k | 43.08 |
|
| Accenture (ACN) | 0.2 | $503k | -25% | 4.1k | 123.59 |
|
| Lowe's Companies (LOW) | 0.2 | $495k | -3% | 6.4k | 77.46 |
|
| Align Technology (ALGN) | 0.2 | $495k | -33% | 3.3k | 150.09 |
|
| Potbelly (PBPB) | 0.2 | $499k | -10% | 43k | 11.50 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.2 | $505k | -35% | 12k | 42.64 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $475k | -17% | 14k | 34.95 |
|
| eBay (EBAY) | 0.2 | $483k | -28% | 14k | 34.95 |
|
| Danaher Corporation (DHR) | 0.2 | $476k | +530% | 5.6k | 84.37 |
|
| Bce (BCE) | 0.2 | $491k | -21% | 11k | 45.06 |
|
| Toyota Motor Corporation (TM) | 0.2 | $474k | -16% | 4.5k | 105.05 |
|
| Sanderson Farms | 0.2 | $482k | -29% | 4.2k | 115.75 |
|
| NTT DoCoMo | 0.2 | $482k | NEW | 20k | 23.67 |
|
| Carpenter Technology Corporation (CRS) | 0.2 | $481k | -10% | 13k | 37.44 |
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $490k | NEW | 6.1k | 79.97 |
|
| Anthem (ELV) | 0.2 | $494k | -28% | 2.6k | 188.19 |
|
| Bank Of Nt Butterfield&son L (NTB) | 0.2 | $492k | +17% | 14k | 34.12 |
|
| Ilg | 0.2 | $473k | -63% | 17k | 27.48 |
|
| National Grid (NGG) | 0.2 | $475k | NEW | 7.6k | 62.84 |
|
| MasterCard Incorporated (MA) | 0.2 | $469k | -32% | 3.9k | 121.44 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $449k | -33% | 1.3k | 351.33 |
|
| Sturm, Ruger & Company (RGR) | 0.2 | $447k | NEW | 7.2k | 62.14 |
|
| Mercantile Bank (MBWM) | 0.2 | $469k | -8% | 15k | 31.46 |
|
| Baidu (BIDU) | 0.2 | $463k | -13% | 2.6k | 178.70 |
|
| Eni S.p.A. (E) | 0.2 | $451k | -21% | 15k | 30.08 |
|
| Key (KEY) | 0.2 | $456k | -15% | 24k | 18.73 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $453k | +21% | 11k | 40.79 |
|
| Paypal Holdings (PYPL) | 0.2 | $467k | -25% | 8.7k | 53.67 |
|
| CSX Corporation (CSX) | 0.2 | $428k | -32% | 7.9k | 54.50 |
|
| Republic Services (RSG) | 0.2 | $428k | -12% | 6.7k | 63.75 |
|
| Electronic Arts (EA) | 0.2 | $443k | -14% | 4.2k | 105.63 |
|
| AstraZeneca (AZN) | 0.2 | $444k | -26% | 13k | 34.06 |
|
| GlaxoSmithKline | 0.2 | $433k | -22% | 10k | 43.08 |
|
| Five Below (FIVE) | 0.2 | $444k | -34% | 9.0k | 49.39 |
|
| Pentair cs (PNR) | 0.2 | $422k | -57% | 6.3k | 66.58 |
|
| Redwood Trust (RWT) | 0.2 | $417k | -12% | 25k | 17.04 |
|
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.2 | $404k | -14% | 48k | 8.37 |
|
| Westpac Banking Corporation | 0.2 | $399k | -8% | 17k | 23.38 |
|
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $399k | -9% | 6.9k | 57.78 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $401k | NEW | 7.7k | 52.38 |
|
| Ambarella (AMBA) | 0.2 | $416k | -13% | 8.6k | 48.50 |
|
| Cognizant Technology Solutions (CTSH) | 0.2 | $385k | -32% | 5.8k | 66.40 |
|
| Ecolab (ECL) | 0.2 | $387k | -32% | 2.9k | 132.67 |
|
| Fiserv (FI) | 0.2 | $387k | -34% | 3.2k | 122.39 |
|
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 0.2 | $379k | NEW | 6.3k | 60.55 |
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.2 | $380k | +4% | 3.5k | 109.04 |
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $379k | -51% | 3.3k | 113.51 |
|
| Invesco Van Kampen Dyn Cr Opp Fund | 0.2 | $388k | -10% | 32k | 12.00 |
|
| iShares 10+ Year Credit Bond Fund ETF (IGLB) | 0.2 | $379k | -33% | 6.1k | 61.71 |
|
| Cbre Group Inc Cl A (CBRE) | 0.2 | $384k | -35% | 11k | 36.41 |
|
| Diageo (DEO) | 0.1 | $351k | -2% | 2.9k | 119.88 |
|
| International Business Machines (IBM) | 0.1 | $367k | -30% | 2.4k | 153.88 |
|
| iShares S&P 500 Index (IVV) | 0.1 | $370k | NEW | 1.5k | 243.26 |
|
| Silicon Motion Technology (SIMO) | 0.1 | $354k | -13% | 7.3k | 48.17 |
|
| Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $356k | -53% | 11k | 32.56 |
|
| Abbvie (ABBV) | 0.1 | $372k | -40% | 5.1k | 72.59 |
|
| Harris Corporation | 0.1 | $326k | NEW | 3.0k | 109.14 |
|
| UnitedHealth (UNH) | 0.1 | $343k | +58% | 1.9k | 185.31 |
|
| FactSet Research Systems (FDS) | 0.1 | $336k | NEW | 2.0k | 166.42 |
|
| Oracle Corporation (ORCL) | 0.1 | $331k | -58% | 6.6k | 50.09 |
|
| Verisk Analytics (VRSK) | 0.1 | $334k | -31% | 4.0k | 84.28 |
|
| ON Semiconductor (ON) | 0.1 | $335k | NEW | 24k | 14.04 |
|
| Transcanada Corp | 0.1 | $326k | -21% | 6.8k | 47.64 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $342k | +66% | 6.1k | 56.26 |
|
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $326k | NEW | 3.7k | 87.56 |
|
| Nuveen Mtg opportunity term (JLS) | 0.1 | $334k | -11% | 13k | 25.59 |
|
| Icon (ICLR) | 0.1 | $340k | -29% | 3.5k | 97.67 |
|
| Pimco Dynamic Credit Income other | 0.1 | $344k | -11% | 15k | 22.32 |
|
| Zoetis Inc Cl A (ZTS) | 0.1 | $335k | -34% | 5.4k | 62.47 |
|
| Ishares Tr hdg msci eafe (HEFA) | 0.1 | $345k | NEW | 12k | 28.45 |
|
| New Relic | 0.1 | $342k | -8% | 8.0k | 43.02 |
|
| Northstar Realty Europe | 0.1 | $328k | NEW | 26k | 12.67 |
|
| Gramercy Property Trust | 0.1 | $338k | -11% | 11k | 29.67 |
|
| SEI Investments Company (SEIC) | 0.1 | $304k | -34% | 5.7k | 53.78 |
|
| Canadian Natl Ry (CNI) | 0.1 | $321k | -19% | 4.0k | 81.00 |
|
| MainSource Financial | 0.1 | $321k | -12% | 9.6k | 33.47 |
|
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.1 | $312k | -10% | 36k | 8.60 |
|
| Jp Morgan Alerian Mlp Index | 0.1 | $313k | -22% | 11k | 29.66 |
|
| Wpp Plc- (WPP) | 0.1 | $306k | -27% | 2.9k | 105.37 |
|
| Nielsen Hldgs Plc Shs Eur | 0.1 | $319k | NEW | 8.2k | 38.72 |
|
| Cummins (CMI) | 0.1 | $301k | -33% | 1.9k | 162.18 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $300k | -34% | 3.8k | 78.06 |
|
| Constellation Brands (STZ) | 0.1 | $295k | -34% | 1.5k | 193.95 |
|
| Southwest Gas Corporation (SWX) | 0.1 | $280k | NEW | 3.8k | 73.05 |
|
| Celgene Corporation | 0.1 | $280k | +39% | 2.2k | 129.99 |
|
| Fresenius Medical Care AG & Co. (FMS) | 0.1 | $296k | -15% | 6.1k | 48.32 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $290k | -32% | 2.6k | 109.48 |
|
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $294k | -11% | 7.5k | 39.18 |
|
| Ishares Msci Japan (EWJ) | 0.1 | $278k | +227% | 5.2k | 53.64 |
|
| Comcast Corporation (CMCSA) | 0.1 | $265k | +87% | 6.8k | 38.93 |
|
| Caterpillar (CAT) | 0.1 | $271k | -66% | 2.5k | 107.37 |
|
| Dow Chemical Company | 0.1 | $256k | +71% | 4.1k | 63.05 |
|
| Nike (NKE) | 0.1 | $265k | +315% | 4.5k | 59.05 |
|
Past Filings by Independent Portfolio Consultants
SEC 13F filings are viewable for Independent Portfolio Consultants going back to 2012
- Independent Portfolio Consultants 2017 Q2 filed July 6, 2017
- Independent Portfolio Consultants 2017 Q1 filed April 25, 2017
- Independent Portfolio Consultants 2016 Q4 filed Jan. 12, 2017
- Independent Portfolio Consultants 2016 Q3 filed Oct. 5, 2016
- Independent Portfolio Consultants 2016 Q2 filed July 15, 2016
- Independent Portfolio Consultants 2016 Q1 filed April 13, 2016
- Independent Portfolio Consultants 2015 Q4 filed Jan. 12, 2016
- Independent Portfolio Consultants 2015 Q3 filed Oct. 19, 2015
- Independent Portfolio Consultants 2015 Q2 filed July 27, 2015
- Independent Portfolio Consultants 2015 Q1 filed May 27, 2015
- Independent Portfolio Consultants 2014 Q4 filed Feb. 17, 2015
- Independent Portfolio Consultants 2014 Q3 filed Nov. 14, 2014
- Independent Portfolio Consultants 2014 Q2 filed Aug. 15, 2014
- Independent Portfolio Consultants 2014 Q1 filed May 13, 2014
- Independent Portfolio Consultants 2013 Q4 filed Jan. 29, 2014
- Independent Portfolio Consultants 2013 Q3 filed Nov. 12, 2013