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| Name: |
Crown Oak Advisors LLC |
| City: |
PIEDMONT |
| State: |
CA |
| Zip: |
94611 |
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| Achive
data |
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| Holdings
Found :
4 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHW |
Charles Schwab Corp |
1 |
- |
$73.93 |
$32,944,000 |
455,400 |
18.14% |
1,612,000 |
0 |
0.025 |
Investment Brokerage ... |
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PFF |
iShares S&P U.S. Preferred ... |
17 |
- |
$31.66 |
$4,190,000 |
130,000 |
2.31% |
135,000 |
0 |
0.027 |
Closed - End Fund - E... |
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GE |
General Electric Co |
18 |
- |
$161.92 |
$2,366,000 |
13,477 |
1.3% |
646,000 |
0 |
0.001 |
Conglomerates |
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CAT |
Caterpillar Inc |
19 |
- |
$328.94 |
$2,199,000 |
6,000 |
1.21% |
425,000 |
0 |
0.001 |
Farm & Construction M... |
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