Vantis Investment Advisers

Latest statistics and disclosures from Vantis Investment Advisers's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Abbvie, SLB, SBUX, Jpmorgan Chase & Co. w exp 10/201, NWL, and represent 95.61% of Vantis Investment Advisers's stock portfolio.
  • Added to shares of these 5 stocks: Abbvie (+$115.77M), SLB (+$14.82M), NWL (+$7.77M), SBUX (+$6.77M), PGR.
  • Started 2 new stock positions in NWL, SLB.
  • Reduced shares in these 4 stocks: , JPM (-$9.45M), Grubhub (-$5.47M), LLY.
  • Sold out of its positions in GS, Grubhub, LLY.
  • Vantis Investment Advisers was a net buyer of stock by $115.88M.
  • Vantis Investment Advisers has $189.12M in assets under management (AUM), growing by 171.99%.

Companies in the Vantis Investment Advisers portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Abbvie 68.13 1.45M +885% 88.86
Schlumberger (SLB) 7.84 212500 NEW 69.76
Starbucks Corporation (SBUX) 7.81 275000 +84% 53.71
Jpmorgan Chase & Co. w exp 10/201 7.72 270200 54.06
Newell Rubbermaid (NWL) 4.11 182000 NEW 42.67
Progressive Corporation (PGR) 3.38 132000 +18% 48.42
JPMorgan Chase & Co. (JPM) 1.01 20000 -83% 95.50

Past 13F-HR SEC Filings by Vantis Investment Advisers

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