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Transamerican Midcap Value Opp mf/etf shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Transamerican Midcap Value Opp mf/etf (MVTIX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Transamerican Midcap Value Opp mf/etf

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All positions including Transamerican Midcap Value Opp mf/etf held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Transamerican Midcap Value Opp mf/etf by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $120k 10k 11.85
2024-06-30 $111k 10k 10.96
2024-03-31 $117k 10k 11.56
2023-12-31 $110k 10k 10.86
2023-09-30 $102k 9.6k 10.58
2023-06-30 $103k 9.6k 10.68
2023-03-31 $100k 9.6k 10.37
2022-12-31 $100k 9.6k 10.37

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 Transamerican Midcap Value Opp mf/etf

Coston, McIsaac & Partners

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