Retirement Design & Management
Latest statistics and disclosures from Retirement Design & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Amr, and represent % of Retirement Design & Management's stock portfolio.
- Added to shares of these 1 stock: Amr.
- Started 1 new stock position in Amr.
- Reduced shares in these 10 stocks: , , AGG (-$11M), VOO (-$9.5M), FTLS (-$6.0M), , AAPL (-$5.5M), MSFT, PEP, JNJ.
- Sold out of its positions in Alerian Mlp Etf, T, BABA, GOOG, GOOGL, MO, AMT, Annaly Capital Management, AAPL, AVB.
- Retirement Design & Management was a net seller of stock by $-160M.
- Central Index Key (CIK): 0000927952
Portfolio Holdings for Retirement Design & Management
Retirement Design & Management holds 1 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amr | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Retirement Design & Management
SEC 13F filings are viewable for Retirement Design & Management going back to 2014
- Retirement Design & Management 2016 Q3 filed Oct. 14, 2016
- Retirement Design & Management 2016 Q2 filed July 29, 2016
- Retirement Design & Management 2016 Q1 filed May 12, 2016
- Retirement Design & Management 2015 Q4 filed Feb. 10, 2016
- Retirement Design & Management 2015 Q3 filed Nov. 9, 2015
- Retirement Design & Management 2015 Q2 filed Aug. 7, 2015
- Retirement Design & Management 2015 Q1 filed May 6, 2015
- Retirement Design & Management 2014 Q4 filed Feb. 9, 2015