Willett Advisors
Latest statistics and disclosures from Willett Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BABA, and represent 100.00% of Willett Advisors's stock portfolio.
- Added to shares of these 1 stock: BABA.
- Started 1 new stock position in BABA.
- Reduced shares in these 1 stock: Fifth Third Bancorp cnv pfd dep1/25.
- Sold out of its position in Fifth Third Bancorp cnv pfd dep1/25.
- Willett Advisors was a net buyer of stock by $273k.
- Willett Advisors has $273k in assets under management (AUM).
- Central Index Key (CIK): 0001509379
Portfolio Holdings for Willett Advisors
Willett Advisors holds 1 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Alibaba Group Holding (BABA) | 100.0 | $273k | NEW | 3.1k | 88.78 |
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Past Filings by Willett Advisors
SEC 13F filings are viewable for Willett Advisors going back to 2010
- Willett Advisors 2014 Q3 filed Nov. 4, 2014
- Willett Advisors 2014 Q2 filed July 16, 2014
- Willett Advisors 2014 Q1 filed April 15, 2014
- Willett Advisors 2013 Q4 filed Jan. 14, 2014
- Willett Advisors 2013 Q3 filed Oct. 30, 2013
- Willett Advisors 2013 Q2 filed July 25, 2013
- Willett Advisors 2013 Q1 filed April 25, 2013
- Willett Advisors 2012 Q4 filed Jan. 18, 2013
- Willett Advisors 2012 Q3 filed Nov. 13, 2012
- Willett Advisors 2012 Q2 filed July 13, 2012
- Willett Advisors 2012 Q1 restated filed May 24, 2012
- Willett Advisors 2012 Q1 filed April 26, 2012
- Willett Advisors 2011 Q4 filed Feb. 1, 2012
- Willett Advisors 2011 Q3 filed Nov. 9, 2011
- Willett Advisors 2011 Q3 filed Aug. 8, 2011
- Willett Advisors 2011 Q2 filed May 5, 2011