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American Capital Wld Grth & In shares owned by CT Financial Advisors

Quarter-by-quarter ownership of American Capital Wld Grth & In (CWGIX) shares owned by CT Financial Advisors from 13F filings

Historical chart of CT Financial Advisors investment in American Capital Wld Grth & In

Tip: Access up to 7 years of quarterly data

All positions including American Capital Wld Grth & In held by CT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Capital Wld Grth & In by CT Financial Advisors

Quarter filed Position value Share count Share price at filing
2017-03-31 $545k 12k 46.88
2016-12-31 $373k 8.5k 43.83
2016-09-30 $376k 8.3k 45.48
2016-06-30 $361k 8.3k 43.51
2016-03-31 $356k 8.2k 43.27
2015-12-31 $355k 8.2k 43.36
2015-09-30 $375k 8.8k 42.65
2015-06-30 $417k 8.9k 46.85
2015-03-31 $475k 10k 47.14
2014-03-31 $475k 10k 47.14

More positions owned by CT Financial Advisors

3M Company (MMM)
iShares Lehman Aggregate Bond (AGG)
Vanguard FTSE All-World ex-US ETF (VEU)
Dfa Commodity Strategy Port (DCMSX)
Dfa Global Real Estate Securit (DFGEX)
Vanguard Short-Term Bond ETF (BSV)
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB)
Dfa Invt Dimension Grp Intl (DFIEX)
Dfa Us Core Equity 2 (DFQTX)
Intel Corporation (INTC)
Spdr S&p 500 Etf (SPY)
iShares Brclys Intrdte Gov/Crt Bd (GVI)
SPDR Gold Trust (GLD)
Europacific Growth Fd shs cl f-2 (AEPFX)
Nextera Energy (NEE)

View all positions for CT Financial Advisors

Top funds holding American Capital Wld Grth & In

Coston, McIsaac & Partners
Alpine Bank Wealth Management

View all funds holding American Capital Wld Grth & In