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Smallcap World Fund F M utual fund shares owned by CT Financial Advisors

Quarter-by-quarter ownership of Smallcap World Fund F M utual fund (SMCFX) shares owned by CT Financial Advisors from 13F filings

Historical chart of CT Financial Advisors investment in Smallcap World Fund F M utual fund

Tip: Access up to 7 years of quarterly data

All positions including Smallcap World Fund F M utual fund held by CT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smallcap World Fund F M utual fund by CT Financial Advisors

Quarter filed Position value Share count Share price at filing
2017-03-31 $1.1M 21k 50.37
2016-12-31 $973k 21k 46.42
2016-09-30 $995k 21k 47.80
2016-06-30 $915k 21k 43.94
2016-03-31 $892k 21k 42.82
2015-12-31 $917k 21k 44.06
2015-09-30 $888k 20k 45.43
2015-06-30 $998k 20k 51.03
2015-03-31 $997k 21k 48.09
2014-03-31 $997k 21k 48.09

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 Smallcap World Fund F M utual fund

Richardson Financial Services
Eagle Bay Advisors
Tucker Asset Management

View all funds holding Smallcap World Fund F M utual fund