- Name% Change
- FTSM First Trust Enhance... 11.351%
• MILWAUKEE, WI How do I update this listing?
Lubar & Company . is based out of Milwaukee. Their last reported 13F filing for Q2 2020 included $44,437,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Lubar & Company .'s largest holding is First Trust Enhanced Short Maturity ETF with shares held of 369,414. Whalewisdom has at least 40 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for LUBAR & COMPANY ., INC
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
|Performance for Q1 2020:||23.14%|
|Performance Last 4 Quarters:||-42.31%|
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