Quilter Investors
Latest statistics and disclosures from Quilter Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IXC, BRK.B, and represent 100.00% of Quilter Investors's stock portfolio.
- Added to shares of these 2 stocks: IXC (+$21M), BRK.B.
- Started 2 new stock positions in BRK.B, IXC.
- Reduced shares in these 10 stocks: SPGI (-$15M), MMC (-$11M), BA (-$9.4M), AXP (-$9.0M), , AIG (-$5.6M), , , INTU, AAPL.
- Sold out of its positions in GOOGL, MO, AXP, AIG, AMGN, AAPL, BA, GAP, INTU, JPM. MMC, NWL, NKE, SPGI, MMM, VLO, V, Walgreen Boots Alliance, WFC, ETN, IVZ, MDT.
- Quilter Investors was a net seller of stock by $-82M.
- Quilter Investors has $22M in assets under management (AUM), dropping by -78.52%.
- Central Index Key (CIK): 0001749851
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Portfolio Holdings for Quilter Investors
Quilter Investors holds 2 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares S&P Global Energy Sector (IXC) | 93.1 | $21M | NEW | 680k | 30.56 |
|
| Berkshire Hathaway (BRK.B) | 6.9 | $1.5M | NEW | 7.4k | 207.94 |
|
Past Filings by Quilter Investors
SEC 13F filings are viewable for Quilter Investors going back to 2018
- Quilter Investors 2019 Q3 filed Nov. 8, 2019
- Quilter Investors 2019 Q2 filed Aug. 2, 2019
- Quilter Investors 2019 Q1 filed May 1, 2019
- Quilter Investors 2018 Q4 filed Jan. 29, 2019