Coston, McIsaac & Partners »

Del Gr Eq Ii Val Inst M utual fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Del Gr Eq Ii Val Inst M utual fund (DDVIX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Del Gr Eq Ii Val Inst M utual fund

Tip: Access up to 7 years of quarterly data

All positions including Del Gr Eq Ii Val Inst M utual fund held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Del Gr Eq Ii Val Inst M utual fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $51k 2.7k 18.56
2024-06-30 $47k 2.7k 17.17
2024-03-31 $49k 2.7k 17.97
2023-12-31 $45k 2.7k 16.55
2023-09-30 $41k 2.5k 16.68
2023-06-30 $44k 2.4k 18.00
2023-03-31 $42k 2.4k 17.26
2022-12-31 $44k 2.4k 18.16
2022-09-30 $39k 2.2k 17.62

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding Del Gr Eq Ii Val Inst M utual fund

Coston, McIsaac & Partners

View all funds holding Del Gr Eq Ii Val Inst M utual fund