
09/30/2019
Top Buys
- Name% Change
- USMV iShares Edge MSCI M... 56.2%
- EFAV iShares Edge MSCI M... 30.812%
- EEMV iShares Edge MSCI M... 10.185%
• COLUMBIA, MO • Pension/Retirement How do I update this listing?
Shelter INS Retirement Plan is based out of Columbia. Their last reported 13F filing for Q3 2019 included $195,903,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Shelter INS Retirement Plan's largest holding is iShares Edge MSCI Min Vol USA ETF with shares held of 1,717,600. Whalewisdom has at least 45 13F filings
09/30/2019
09/30/2019
09/30/2019
09/30/2019
09/30/2019
[1]: 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.
[2]: 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.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14
Performance for Q2 2019: | -0.95% |
Performance Last 4 Quarters: | 2.4% |