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American Small Cap mutual shares owned by CT Financial Advisors

Quarter-by-quarter ownership of American Small Cap mutual (SMCWX) shares owned by CT Financial Advisors from 13F filings

Historical chart of CT Financial Advisors investment in American Small Cap mutual

Tip: Access up to 7 years of quarterly data

All positions including American Small Cap mutual held by CT Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Small Cap mutual by CT Financial Advisors

Quarter filed Position value Share count Share price at filing
2017-03-31 $576k 12k 49.86
2016-12-31 $478k 10k 45.98
2016-09-30 $490k 10k 47.24
2016-06-30 $451k 10k 43.46
2016-03-31 $439k 10k 42.38
2015-12-31 $452k 10k 43.63
2015-09-30 $438k 9.7k 45.05
2015-06-30 $493k 9.7k 50.64
2015-03-31 $481k 10k 47.75
2014-03-31 $481k 10k 47.75

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 American Small Cap mutual

Hemenway Trust Company
Coston, McIsaac & Partners

View all funds holding American Small Cap mutual