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Prin Sm Mdcp Div Incm I mutual fund shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Prin Sm Mdcp Div Incm I mutual fund (PMDIX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Prin Sm Mdcp Div Incm I mutual fund

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All positions including Prin Sm Mdcp Div Incm I mutual fund held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prin Sm Mdcp Div Incm I mutual fund by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0k 142 14.08
2024-06-30 $2.0k 142 14.08
2024-03-31 $2.0k 141 14.18
2023-12-31 $2.0k 140 14.29
2023-09-30 $2.0k 139 14.39
2023-06-30 $2.0k 138 14.49
2023-03-31 $2.0k 137 14.60
2022-12-31 $2.0k 137 14.60
2022-09-30 $999 130 7.69

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)

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Top funds holding Prin Sm Mdcp Div Incm I mutual fund

Coston, McIsaac & Partners

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