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T. Rowe Price Tax-efficient Equity I shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of T. Rowe Price Tax-efficient Equity I (TEEFX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in T. Rowe Price Tax-efficient Equity I

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All positions including T. Rowe Price Tax-efficient Equity I held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in T. Rowe Price Tax-efficient Equity I by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $28k 391 71.61
2024-06-30 $27k 391 69.05
2024-03-31 $25k 391 63.94
2023-12-31 $22k 391 56.27
2023-09-30 $19k 391 48.59
2023-06-30 $20k 391 51.15
2023-03-31 $18k 391 46.04
2022-12-31 $16k 391 40.92
2022-09-30 $16k 391 40.92

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 T. Rowe Price Tax-efficient Equity I

Coston, McIsaac & Partners

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