03/31/2019
Top Buys
- Name% Change
- MSFT Microsoft Corp. 1.974%
- CSCO Cisco Systems, Inc. 1.573%
- JNJ Johnson & Johnson Co. 1.517%
- VEU Vanguard FTSE All W... 1.334%
- JPM JPMorgan Chase & Co... 1.272%
03/31/2019
Top Sells
- Name% Change
03/31/2019
13F Holdings Summary
- Stock% Port
- MSFT Microsoft Corp. 1.9744%
- CSCO Cisco Systems, Inc. 1.5732%
- JNJ Johnson & Johnson Co. 1.5166%
- VEU Vanguard FTSE All World Ex ... 1.3335%
- JPM JPMorgan Chase & Co. (Chemi... 1.2718%
03/31/2019
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for VESTMARK ADVISORY SOLUTIONS, INC.
Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15
| Performance for Q1 2019: | 6.29% |
| Performance Last 4 Quarters: | 0.0% |
Performance Metrics
Stats are not available for the latest quarter
View Last Form Adv Compilation Report on Record
VESTMARK ADVISORY SOLUTIONS, INC.3050 K STREET NW SUITE W-170
WASHINGTON DC 20007
Country: United States
Business Phone: 202-256-1914
Fax:
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Corporation |
| Organized in: | DE |
| Number of employees: | 3 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management |
| Amount of client funds and securities: | |
| Total Number of Clients: | 0 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
