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| Name: |
NAPLES GLOBAL ADVISORS LLC |
| City: |
NAPLES |
| State: |
FL |
| Zip: |
34102 |
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data |
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| Holdings
Found :
10 |
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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 |
|
ARE |
Alexandria Real Estate Equi... |
|
New |
$119.71 |
$2,659,000 |
20,430 |
% |
2,659,000 |
20,430 |
0 |
N/A |
|
|
ANTM |
Anthem Inc |
|
New |
$536.17 |
$570,000 |
1,100 |
% |
570,000 |
1,100 |
0 |
N/A |
|
|
IJJ |
iShares S&P MC 400/BARRA VL |
|
New |
$115.22 |
$498,000 |
4,214 |
% |
498,000 |
4,214 |
0 |
N/A |
|
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QDEF |
FlexShares Quality Dividend... |
|
New |
$62.97 |
$379,000 |
5,904 |
% |
379,000 |
5,904 |
0 |
N/A |
|
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XLV |
SPDR Select Sector Health |
|
New |
$142.57 |
$240,000 |
1,623 |
% |
240,000 |
1,623 |
0 |
N/A |
|
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IRM |
Iron Mountain Inc |
|
New |
$77.60 |
$222,000 |
2,750 |
% |
222,000 |
2,750 |
0 |
N/A |
|
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VHT |
Vanguard Health Care Vipers |
|
New |
$261.06 |
$218,000 |
806 |
% |
218,000 |
806 |
0 |
N/A |
|
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ICLR |
ICON plc (ADR) |
|
New |
$314.54 |
$218,000 |
649 |
% |
218,000 |
649 |
0 |
N/A |
|
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DFAC |
Dimensional U S Core Equity... |
|
New |
$31.38 |
$213,000 |
6,666 |
% |
213,000 |
6,666 |
0 |
N/A |
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FERG |
Ferguson plc |
|
New |
$218.97 |
$210,000 |
956 |
% |
210,000 |
956 |
0 |
N/A |
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