Sign in:
Email
Password save:
Company Reports
Find Symbol
Recent:
Companies
Filers
Institutions
Membership is free, please
Sign Up
.
My Recent Searches
Help
My Home
Company
Insider
Power Searc
Portfolio
Analysis
Institutions
Summaries
All Securities Held
New Positions
Closed Positions
Increased Positions
Unchanged Positions
Decreased Positions
Add To Portfolo/Alerts
New Search
Company Main View
Name:
Colony Family Offices LLC
City:
CHARLOTTE
State:
NC
Zip:
28211
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$309,080,000
Total Value Change :
$19,940,000
Securities Held Change :
4
All Securities Held :
70
New Positions
:
7
Closed Positions
:
4
Increased Positions
:
25
Unchanged Positions
:
32
Decreased Positions
:
6
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed 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
EWZ
iShares MSCI-Brazil
72
Closed
$31.78
$0
0
0%
-519,000
-14,849
0
Closed - End Fund - E...
EWJ
iShares MSCI-Japan
71
Closed
$67.68
$0
0
0%
-494,000
-7,696
0
Closed - End Fund - E...
JPST
Jp Morgan Ultra Short Incom...
74
Closed
$0.00
$0
0
0%
-815,000
-16,158
0
N/A
COMT
iShares Commodities Select ...
73
Closed
$27.13
$0
0
0%
-362,000
-14,453
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
Free Registration Required For Full Results
Copyright © 2024 j3sg.com |
Disclaimer & Terms of use
Products & Service
About Us
Contact Us