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American Small Cap mutual shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of American Small Cap mutual (SMCWX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in American Small Cap mutual

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All positions including American Small Cap mutual held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Small Cap mutual by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $255k 3.6k 70.58
2024-06-30 $240k 3.6k 66.43
2024-03-31 $247k 3.6k 68.36
2023-12-31 $239k 3.6k 66.15
2023-09-30 $211k 3.6k 58.74
2023-06-30 $225k 3.6k 62.64
2023-03-31 $214k 3.6k 59.58
2022-12-31 $201k 3.6k 55.96
2022-09-30 $186k 3.6k 51.78

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 American Small Cap mutual

Hemenway Trust Company
Silvercrest Asset Management Group
Coston, McIsaac & Partners
Tucker Asset Management
Eagle Bay Advisors

View all funds holding American Small Cap mutual