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Fundamental Invs shares owned by Peress Investment Advisors

Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by Peress Investment Advisors from 13F filings

Historical chart of Peress Investment Advisors investment in Fundamental Invs

20142015201620172018250k300k350k400k450k500060007000
Value ($)Share countHistorical ANCFX position of Peress Investment Advisors Source: stockzoa.comValue ($)Share count

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All positions including Fundamental Invs held by Peress Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs by Peress Investment Advisors

Quarter filed Position value Share count Share price at filing
2018-06-30 $444k 7.1k 62.59
2018-03-31 $438k 7.1k 61.74
2017-12-31 $441k 7.1k 62.17
2017-09-30 $438k 7.1k 61.74
2017-06-30 $418k 7.1k 58.92
2017-03-31 $411k 7.1k 57.94
2016-12-31 $386k 7.1k 54.41
2016-09-30 $383k 7.1k 53.99
2016-06-30 $369k 7.1k 52.02
2016-03-31 $360k 7.1k 50.75
2015-12-31 $360k 7.1k 50.75
2015-09-30 $346k 7.1k 48.77
2015-06-30 $374k 7.1k 52.72
2015-03-31 $370k 7.1k 52.16
2014-12-31 $369k 7.1k 52.02
2014-09-30 $420k 7.8k 54.04
2014-06-30 $383k 7.1k 53.99
2014-03-31 $365k 7.1k 51.45
2013-12-31 $369k 7.1k 52.02
2013-09-30 $343k 7.1k 48.35
2013-06-30 $324k 7.1k 45.67
2013-03-31 $218k 4.9k 44.29