Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: INDEPENDENT PORTFOLIO CONSULTANTS, INC.
  City: BOCA RATON
  State: FL
  Zip: 33431
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2017-06-30
  Total Value : $241,075,000
  Total Value Change : $-48,591,000
  Securities Held Change : -15
   
All Securities Held : 785
  New Positions : 65
  Closed Positions : 91
  Increased Positions : 156
  Unchanged Positions : 48
  Decreased Positions : 516

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 64     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PSQ)1 Year Chart         PSQ ProShares Short QQQ 17 New $8.82 $1,705,000 42,142 0.71% 1,705,000 42,142 0.468    Closed - End Fund - Debt
   (GWB)1 Year Chart         GWB Great Western Bancorp, Inc. 114 New $0.00 $658,000 16,115 0.27% 658,000 16,115 0.027    N/A
   (MMI)1 Year Chart         MMI Marcus & Millichap, Inc. 115 New $32.56 $656,000 24,882 0.27% 656,000 24,882 0.065    Real Estate Development
   (FOX)1 Year Chart         FOX Fox Corporation 116 New $29.25 $651,000 23,367 0.27% 651,000 23,367 0.003    Movie Production & Di...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 167 New $76.71 $490,000 6,127 0.2% 490,000 6,127 0.001    N/A
   (DCM)1 Year Chart         DCM NTT DoCoMo Inc (ADR) 170 New $36.13 $482,000 20,366 0.2% 482,000 20,366 0    Wireless Communications
   (RGR)1 Year Chart         RGR Sturm Ruger & Co Inc 185 New $46.85 $447,000 7,194 0.19% 447,000 7,194 0.037    Sporting Goods
   (AGII)1 Year Chart         AGII Argo Group International Ho... 207 New $29.99 $379,000 6,259 0.16% 379,000 6,259 0.019    Property & Casualty I...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 209 New $507.46 $370,000 1,521 0.15% 370,000 1,521 0    Closed - End Fund - E...
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 214 New $0.00 $345,000 12,128 0.14% 345,000 12,128 0.001    N/A
   (FDS)1 Year Chart         FDS Factset Research Systems Inc 221 New $423.36 $336,000 2,019 0.14% 336,000 2,019 0.004    Information & Deliver...
   (ON)1 Year Chart         ON On Semiconductor Corp 223 New $70.01 $335,000 23,864 0.14% 335,000 23,864 0.006    Semiconductor- Broad...
   (NRE)1 Year Chart         NRE Northstar Realty Europe Corp. 227 New $17.02 $328,000 25,898 0.14% 328,000 25,898 0.041    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 229 New $78.80 $326,000 3,723 0.14% 326,000 3,723 0    Closed - End Fund - Debt
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 228 New $211.34 $326,000 2,987 0.14% 326,000 2,987 0.007    Communication Equipment
   (SWX)1 Year Chart         SWX Southwest Gas Corp 244 New $75.33 $280,000 3,833 0.12% 280,000 3,833 0.009    Gas Utilities
   (PRI)1 Year Chart         PRI Primerica, Inc. 282 New $219.34 $211,000 2,790 0.09% 211,000 2,790 0.005    Investment Brokerage ...
   (TRVG)1 Year Chart         TRVG Trivago Nv 299 New $0.60 $190,000 8,020 0.08% 190,000 8,020 0    N/A
   (ABM)1 Year Chart         ABM ABM Industries Inc 325 New $44.84 $162,000 3,900 0.07% 162,000 3,900 0.008    Business Services
   (OGS)1 Year Chart         OGS One Gas, Inc. 331 New $65.88 $158,000 2,265 0.07% 158,000 2,265 0.004    N/A
   (RYN)1 Year Chart         RYN Rayonier Inc 332 New $29.42 $157,000 5,460 0.07% 157,000 5,460 0.004    Property Management
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 336 New $245.51 $155,000 1,065 0.06% 155,000 1,065 0.003    Closed - End Fund - E...
   (ZEN)1 Year Chart         ZEN Zendesk, Inc. 340 New $77.48 $153,000 5,523 0.06% 153,000 5,523 0.006    N/A
   (DFJ)1 Year Chart         DFJ WisdomTree Trust Japan Smal... 380 New $76.34 $124,000 1,775 0.05% 124,000 1,775 0.05    Closed - End Fund - E...
   (A)1 Year Chart         A Agilent Technologies Inc 470 New $137.52 $69,000 1,160 0.03% 69,000 1,160 0.014    Scientific & Technica...
   (VMC)1 Year Chart         VMC Vulcan Materials Co 491 New $264.41 $62,000 486 0.03% 62,000 486 0    General Building Mate...
   (SWFT)1 Year Chart         SWFT Knight-Swift Transportation... 507 New $47.07 $54,000 2,054 0.02% 54,000 2,054 0    Trucking
   (ANDV)1 Year Chart         ANDV Andeavor Logistics LP 510 New $0.00 $52,000 555 0.02% 52,000 555 0    Oil & Gas Refining, P...
   (FTSM)1 Year Chart         FTSM First Trust Enhanced Short ... 520 New $59.60 $48,000 805 0.02% 48,000 805 0    N/A
   (WSO)1 Year Chart         WSO Watsco Inc 534 New $456.08 $43,000 280 0.02% 43,000 280 0    Building Materials Wh...
   (XLG)1 Year Chart         XLG Invesco S&P 500 Top 50 ETF 538 New $40.94 $41,000 240 0.02% 41,000 240 0.001    Closed - End Fund - E...
   (KIE)1 Year Chart         KIE streetTRACKS Series Trust -... 541 New $49.29 $40,000 450 0.02% 40,000 450 0.001    Closed - End Fund - E...
   (LLYVK)1 Year Chart         LLYVK Liberty Media Corporation 553 New $74.10 $37,000 1,018 0.02% 37,000 1,018 0.001    Entertainment - Diver...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 572 New $858.17 $31,000 217 0.01% 31,000 217 0    Semiconductor - Speci...
   (WB)1 Year Chart         WB Weibo Corporation 596 New $9.29 $23,000 340 0.01% 23,000 340 0    Internet Software & S...
   (MEOH)1 Year Chart         MEOH Methanex Corporation (USA) 609 New $48.12 $20,000 456 0.01% 20,000 456 0    Specialty Chemicals
   (XAR)1 Year Chart         XAR SPDR S&P Aerospace & Defens... 612 New $138.41 $20,000 284 0.01% 20,000 284 0    N/A
   (IYT)1 Year Chart         IYT iShares DJ Trnsp Avg Indx Fd 605 New $0.00 $20,000 116 0.01% 20,000 116 0    Closed - End Fund - E...
   (XRX)1 Year Chart         XRX Xerox Corp 617 New $32.10 $19,000 664 0.01% 19,000 664 0    Business Equipment
   (FEX)1 Year Chart         FEX First Trust Large Cap Core ... 625 New $94.85 $18,000 330 0.01% 18,000 330 0    Closed - End Fund - Debt
   (FTA)1 Year Chart         FTA First Trust Large Cap Value... 631 New $73.42 $17,000 345 0.01% 17,000 345 0    Closed - End Fund - Debt
   (TRNO)1 Year Chart         TRNO Terreno Realty Corp 639 New $54.24 $16,000 475 0.01% 16,000 475 0.001    REIT - Industrial
   (NP)1 Year Chart         NP Neenah Paper Inc 650 New $32.00 $15,000 189 0.01% 15,000 189 0    Paper & Paper Products
   (J)1 Year Chart         J Jacobs Solutions Inc 651 New $144.93 $15,000 281 0.01% 15,000 281 0    Heavy Construction
   (KNSL)1 Year Chart         KNSL Kinsale Capital Group, Inc. 657 New $373.11 $14,000 385 0.01% 14,000 385 0    N/A
   (ZBRA)1 Year Chart         ZBRA Zebra Technologies Corp 681 New $297.21 $12,000 124 0% 12,000 124 0    Computer Peripherals
   (CBZ)1 Year Chart         CBZ CBIZ Inc 689 New $74.48 $12,000 800 0% 12,000 800 0.002    Business Services
   (EV)1 Year Chart         EV Eaton Vance Corp 685 New $73.07 $12,000 255 0% 12,000 255 0    Asset Management
   (FXO)1 Year Chart         FXO First Trust Financials Alph... 679 New $45.74 $12,000 410 0% 12,000 410 0    Closed - End Fund - Debt
   (TMHC)1 Year Chart         TMHC Taylor Morrison Home Corp 675 New $56.25 $12,000 495 0% 12,000 495 0    Residential Construct...
   (DXC)1 Year Chart         DXC DXC Technology Co 693 New $18.90 $12,000 154 0% 12,000 154 0    N/A
   (CORT)1 Year Chart         CORT Corcept Therapeutics Inc 688 New $25.06 $12,000 1,020 0% 12,000 1,020 0    Biotechnology
   (FFIN)1 Year Chart         FFIN First Financial Bankshares Inc 672 New $30.59 $12,000 280 0% 12,000 280 0.013    Domestic Regional Banks
   (STMP)1 Year Chart         STMP Stamps.com Inc 683 New $329.61 $12,000 79 0% 12,000 79 0    Internet Software & S...
   (VAR)1 Year Chart         VAR Varian Medical Systems Inc 701 New $177.07 $11,000 111 0% 11,000 111 0    Medical Appliances & ...
   (BCOR)1 Year Chart         BCOR Blucora Inc 704 New $25.99 $11,000 540 0% 11,000 540 0    Search Engines & Info...
   (CC)1 Year Chart         CC Chemours Co 719 New $26.15 $10,000 275 0% 10,000 275 0    N/A
   (MEDP)1 Year Chart         MEDP Medpace Holdings, Inc. 720 New $391.07 $10,000 345 0% 10,000 345 0    N/A
   (WDC)1 Year Chart         WDC Western Digital Corp 726 New $69.72 $10,000 110 0% 10,000 110 0    Data Storage Devices
   (LOGM)1 Year Chart         LOGM Logmein, Inc. 716 New $86.04 $10,000 100 0% 10,000 100 0    Information Technolog...
   (EGRX)1 Year Chart         EGRX Eagle Pharmaceuticals, Inc. 727 New $4.40 $9,000 116 0% 9,000 116 0.001    N/A
   (HALO)1 Year Chart         HALO Halozyme Therapeutics Inc 729 New $39.82 $9,000 700 0% 9,000 700 0    Biotechnology
   (DVN)1 Year Chart         DVN Devon Energy Corp 753 New $50.34 $7,000 225 0% 7,000 225 0    Independent Oil & Gas
   (FEM)1 Year Chart         FEM First Trust Emerging Market... 755 New $24.06 $7,000 300 0% 7,000 300 0    N/A

      64 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results