Latest statistics and disclosures from WestEnd Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEU, XLK, XLP, XLV, Select Sector Spdr Tr Communic etfeqty, and represent 26.16% of WestEnd Advisors's stock portfolio.
- Added to shares of these 10 stocks: Mondelez Int (+$33.73M), CMCSA (+$33.73M), KO (+$33.69M), JNJ (+$33.47M), AMZN (+$33.33M), XLK (+$24.95M), VEU (+$21.51M), Select Sector Spdr Tr Communic etfeqty (+$13.68M), XLP (+$11.73M), XLV (+$11.72M).
- Started 12 new stock positions in AMZN, KO, ACWI, VCIT, Global X Fds glbl x mlp etf, Spdr Bloomberg Barclays High Yield Bond Etf etf, TLT, CMCSA, IYZ, Mondelez Int. JNJ, AOR.
- Reduced shares in these 10 stocks: JPM (-$38.00M), Kraft Heinz (-$34.78M), BMY (-$33.72M), , SBUX (-$24.61M), TJX (-$19.06M), Ishares Tr fltg rate nt (-$18.13M), IYG (-$14.74M), DIS (-$11.73M), MA (-$7.47M).
- Sold out of its positions in Alerian Mlp Etf(amlp), BIIB, BMY, Invesco Senior Loan Etf otr, IVV, Kraft Heinz, JNK.
- WestEnd Advisors was a net buyer of stock by $33.30M.
- WestEnd Advisors has $1.15B in assets under management (AUM), growing by 8.00%.
Companies in the WestEnd Advisors portfolio as of June 2019 quarter
Past 13F-HR SEC Filings by WestEnd Advisors
- WestEnd Advisors 2019 Q1 filed May 3, 2019
- WestEnd Advisors 2018 Q4 filed Jan. 30, 2019
- WestEnd Advisors 2018 Q3 filed Nov. 7, 2018
- WestEnd Advisors 2018 Q2 filed July 26, 2018
- WestEnd Advisors 2018 Q1 filed May 8, 2018
- WestEnd Advisors 2017 Q4 filed Feb. 2, 2018
- WestEnd Advisors 2017 Q3 filed Nov. 3, 2017
- WestEnd Advisors 2017 Q2 filed Aug. 9, 2017
- WestEnd Advisors 2017 Q1 filed April 26, 2017
- WestEnd Advisors 2016 Q4 filed Jan. 31, 2017
- WestEnd Advisors 2016 Q3 filed Nov. 1, 2016
- WestEnd Advisors 2016 Q2 filed July 29, 2016
- WestEnd Advisors 2016 Q1 filed May 10, 2016
- WestEnd Advisors 2015 Q4 filed Jan. 29, 2016
- WestEnd Advisors 2015 Q3 filed Oct. 27, 2015
- WestEnd Advisors 2015 Q2 filed July 27, 2015
- WestEnd Advisors 2015 Q1 filed May 11, 2015
- WestEnd Advisors 2014 Q4 filed Feb. 5, 2015
- WestEnd Advisors 2014 Q3 filed Oct. 30, 2014