Q4 2024 |
47 |
$294M |
+$1.03M |
-$6.64M |
-$5.61M |
MLP, CIG, MNKD, NGD, ADEA
|
13F-HR |
1/30/2025, 11:04 AM |
Q3 2024 |
47 |
$323M |
+$8.82M |
-$25.7M |
-$16.9M |
MLP, CIG, NGD, NVAX, LLY
|
13F-HR |
10/15/2024, 12:24 PM |
Q2 2024 |
48 |
$319M |
+$12.1M |
-$14.7M |
-$2.65M |
MLP, NGD, NVAX, BVN, LLY
|
13F-HR |
7/23/2024, 09:30 AM |
Q1 2024 |
48 |
$311M |
+$12.4M |
-$5.36M |
+$7.07M |
MLP, BVN, NGD, CIG, LLY
|
13F-HR |
4/30/2024, 04:49 PM |
Q4 2023 |
47 |
$289M |
+$12.7M |
-$12.5M |
+$242K |
BVN, MLP, CWCO, CIG, NGD
|
13F-HR |
1/16/2024, 08:58 AM |
Q3 2023 |
47 |
$259M |
+$7.91M |
-$6.2M |
+$1.71M |
CIG, MLP, CWCO, WBD, LLY
|
13F-HR |
11/7/2023, 10:03 AM |
Q2 2023 |
47 |
$277M |
+$5.62M |
-$5.98M |
-$359K |
CIG, MLP, WBD, CWCO, AMX
|
13F-HR |
7/19/2023, 07:49 AM |
Q1 2023 |
51 |
$277M |
+$20.8M |
-$8.84M |
+$11.9M |
WBD, CIG, MLP, CTVA, AMX
|
13F-HR |
4/13/2023, 03:46 PM |
Q4 2022 |
53 |
$267M |
+$267M |
|
+$267M |
CIG, LLY, CTVA, XYL, CLDX
|
13F-HR |
1/17/2023, 04:05 PM |
Q3 2022 |
51 |
$237K |
+$1.96K |
-$2.95K |
-$996 |
CIG, CTVA, LLY, M103TBA, MLP
|
13F-HR |
10/20/2022, 03:36 PM |
Q2 2022 |
52 |
$254K |
+$14.6K |
-$4.32K |
+$10.3K |
CIG, AMX, CTVA, LLY, M103TBA
|
13F-HR |
7/21/2022, 09:42 AM |
Q1 2022 |
53 |
$296K |
+$3.49K |
-$4.86K |
-$1.37K |
CIG, NGD, SBSW, AMX, M103TBA
|
13F-HR |
5/12/2022, 03:38 PM |
Q4 2021 |
52 |
$299K |
+$3.25K |
-$5.1K |
-$1.84K |
NGD, M103TBA, CIG, MSEX, AMX
|
13F-HR |
1/26/2022, 01:24 PM |
Q3 2021 |
53 |
$293K |
+$7.79K |
-$6.4K |
+$1.39K |
M103TBA, CIG, XYL, CLDX, MSEX
|
13F-HR |
11/3/2021, 04:07 PM |
Q2 2021 |
54 |
$304K |
+$304K |
-$284M |
-$283M |
NGD, M103TBA, SBSW, XYL, CIG
|
13F-HR |
8/13/2021, 09:14 AM |
Q1 2021 |
54 |
$284M |
+$14.3M |
-$17.2M |
-$2.94M |
M103TBA, SBSW, NGD, XYL, CTVA
|
13F-HR |
4/16/2021, 12:20 PM |
Q4 2020 |
54 |
$280M |
+$280M |
|
+$280M |
NGD, M103TBA, SBSW, XYL, BVN
|
13F-HR |
2/3/2021, 12:18 PM |
Q3 2020 |
54 |
$244K |
+$8.61K |
-$11.2K |
-$2.59K |
NGD, BVN, XYL, MLP, SLV
|
13F-HR |
10/14/2020, 12:52 PM |
Q2 2020 |
57 |
$234K |
+$28.7K |
-$12.1K |
+$16.7K |
NGD, MLP, SBSW, WU, M103TBA
|
13F-HR |
7/22/2020, 04:56 PM |
Q1 2020 |
53 |
$177K |
+$20.9K |
-$3.11K |
+$17.8K |
MLP, XYL, CHE, WU, MSEX
|
13F-HR |
4/23/2020, 01:07 PM |
Q4 2019 |
54 |
$235K |
+$17.6K |
-$1.3K |
+$16.3K |
SBGL, BVN, WU, XYL, MLP
|
13F-HR |
1/17/2020, 12:54 PM |
Q3 2019 |
53 |
$200K |
+$5.22K |
-$2.26K |
+$2.96K |
BVN, XYL, SBGL, WU, MLP
|
13F-HR |
11/14/2019, 02:24 PM |
Q2 2019 |
56 |
$215K |
+$15.1K |
-$1.93K |
+$13.1K |
HYGS, BVN, XYL, MLP, SBGL
|
13F-HR |
8/9/2019, 01:11 PM |
Q1 2019 |
53 |
$201K |
+$201K |
|
+$201K |
BVN, XYL, MLP, HYGS, LLY
|
13F-HR |
5/14/2019, 03:07 PM |
Q4 2018 |
53 |
$174M |
+$174M |
|
+$174M |
BVN, XYL, MLP, MSEX, LLY
|
13F-HR |
2/6/2019, 04:12 PM |
Q3 2018 |
55 |
$196K |
+$196K |
|
+$196K |
BVN, XYL, MLP, MSEX, HYGS
|
13F-HR |
11/13/2018, 07:46 AM |
Q2 2018 |
56 |
$195M |
+$3.76M |
-$5.13M |
-$1.37M |
BVN, MLP, XYL, HYGS, MSEX
|
13F-HR |
8/13/2018, 01:13 PM |
Q1 2018 |
56 |
$209M |
+$9.26M |
-$6.51M |
+$2.75M |
BVN, XYL, MLP, HYGS, AMX
|
13F-HR |
5/8/2018, 04:15 PM |
Q4 2017 |
59 |
$220M |
+$7.26M |
-$7.73M |
-$477K |
MLP, BVN, XYL, HYGS, L100PS
|
13F-HR |
2/14/2018, 08:26 AM |
Q3 2017 |
60 |
$209M |
+$209M |
|
+$209M |
BVN, MLP, XYL, GG, AMX
|
13F-HR |
11/14/2017, 01:08 PM |
Q2 2017 |
59 |
$217K |
+$13.1K |
-$7.39K |
+$5.74K |
MLP, BVN, XYL, HYGS, GG
|
13F-HR |
8/8/2017, 01:24 PM |
Q1 2017 |
61 |
$210K |
+$22.4K |
-$5.06K |
+$17.3K |
BVN, MLP, XYL, XRA, CMCSA
|
13F-HR |
5/9/2017, 09:15 PM |
Q4 2016 |
64 |
$197K |
+$13.2K |
-$7.17K |
+$6.01K |
BVN, XYL, SE, MENT, MLP
|
13F-HR |
2/1/2017, 01:22 PM |
Q3 2016 |
59 |
$198K |
+$198K |
|
+$198K |
BVN, XYL, SE, MENT, MLP
|
13F-HR |
11/7/2016, 02:59 PM |
Q2 2016 |
61 |
$193M |
+$2.02M |
-$11.7M |
-$9.64M |
BVN, XYL, MSEX, SE, MLP
|
13F-HR |
8/10/2016, 02:52 PM |
Q1 2016 |
62 |
$182M |
+$8.45M |
-$12M |
-$3.54M |
BVN, XYL, MSEX, DD, SE
|
13F-HR |
5/12/2016, 10:19 AM |
Q4 2015 |
73 |
$187M |
+$7.69M |
-$1.74M |
+$5.95M |
CLDXXXXX, DD, XYL, CMCSA, MSEX
|
13F-HR |
2/9/2016, 03:33 PM |
Q3 2015 |
78 |
$178M |
+$6.45M |
-$6.55M |
-$97.2K |
MENT, CLDXXXXX, CMCSA, XYL, MSEX
|
13F-HR |
11/12/2015, 06:25 AM |
Q2 2015 |
79 |
$215M |
+$215M |
|
+$215M |
CLDXXXXX, MENT, DD, XYL, CMCSA
|
13F-HR |
8/13/2015, 01:33 PM |
Q1 2015 |
75 |
$218K |
+$7.7K |
-$8.17K |
-$465 |
CLDXXXXX, DD, SE, MENT, CMCSA
|
13F-HR |
5/13/2015, 04:44 PM |
Q4 2014 |
75 |
$217K |
+$3.85K |
-$6.91K |
-$3.06K |
CLDXXXXX, DD, CMCSA, SE, XYL
|
13F-HR |
2/11/2015, 02:27 PM |
Q3 2014 |
74 |
$218K |
+$218K |
|
+$218K |
DD, CLDXXXXX, SE, CMCSA, BVN
|
13F-HR |
11/10/2014, 02:11 PM |
Q2 2014 |
74 |
$230M |
+$230M |
|
+$230M |
CLDXXXXX, SE, DD, CMCSA, XYL
|
13F-HR |
8/1/2014, 10:16 AM |
Q1 2014 |
71 |
$221K |
+$5.84K |
-$6.44K |
-$606 |
CLDXXXXX, DD, SE, CMCSA, XYL
|
13F-HR |
5/9/2014, 04:15 PM |
Q4 2013 |
83 |
$230K |
|
|
|
CLDXXXXX, CMCSA, DD, SE, DISCA
|
13F-HR |
2/5/2014, 10:28 AM |