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Fundamental Invs Inc cl f2 shares owned by CT Financial Advisors

Quarter-by-quarter ownership of Fundamental Invs Inc cl f2 (FINFX) shares owned by CT Financial Advisors from 13F filings

Historical chart of CT Financial Advisors investment in Fundamental Invs Inc cl f2

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All positions including Fundamental Invs Inc cl f2 held by CT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs Inc cl f2 by CT Financial Advisors

Quarter filed Position value Share count Share price at filing
2017-03-31 $321k 5.5k 57.86
2016-12-31 $301k 5.5k 54.43
2016-09-30 $289k 5.4k 53.94
2016-06-30 $278k 5.3k 51.95
2016-03-31 $268k 5.3k 50.79
2015-12-31 $267k 5.3k 50.70
2015-09-30 $247k 5.1k 48.77
2015-06-30 $265k 5.0k 52.65
2015-03-31 $262k 5.0k 52.11
2014-03-31 $262k 5.0k 52.11

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 Fundamental Invs Inc cl f2

Coston, McIsaac & Partners
Tucker Asset Management

View all funds holding Fundamental Invs Inc cl f2