• 13F History

BKS ADVISORS, LLC

13F Filings History

Latest 13F report
Q1 2019 - Apr 16, 2019
Value $
$249M
Signature - Title
Craig Simmons - Managing Partner
Location
Southfield, MI
Summary
This page shows a list of all the recent 13F filings made by BKS ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BKS ADVISORS, LLC reported 209 stock holdings with total value $249M as of Q1 2019. Top holdings included ARKK, SLYV, AAPL, XLK, and V.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2019 209 $249M +$19.8M -$11.9M +$7.83M ARKK, SLYV, AAPL, XLK, V 13F-HR 4/16/2019, 10:22 AM
Q4 2018 197 $220M +$23.3M -$23.9M -$639K AVGO, ARKK, SLYV, XLK, V 13F-HR 1/30/2019, 07:58 AM
Q3 2018 219 $272M +$21.6M -$13.4M +$8.15M XLK, ARKK, AAPL, FXR, V 13F-HR 10/26/2018, 10:15 AM
Q2 2018 231 $283M +$25.6M -$11.4M +$14.2M NTES, XLK, ARKK, V, ABMD 13F-HR 8/6/2018, 11:25 AM
Q1 2018 215 $274M +$16.6M -$10.1M +$6.49M NTES, XLK, V, FXR, AVGOXXXX 13F-HR 5/3/2018, 09:50 AM
Q4 2017 211 $270M +$20.6M -$6.06M +$14.5M NTES, AVGOXXXX, META, XLK, V 13F-HR 2/12/2018, 10:55 AM
Q3 2017 212 $251M +$21.7M -$13.3M +$8.46M NTES, AVGOXXXX, META, XLK, XLY 13F-HR 11/9/2017, 03:09 PM
Q2 2017 205 $246M +$24.5M -$7.3M +$17.2M NTES, AVGOXXXX, META, XLY, XLK 13F-HR 8/8/2017, 12:23 PM
Q1 2017 198 $228M +$22.4M -$15.1M +$7.23M NTES, AVGOXXXX, META, XLK, SSO 13F-HR 5/15/2017, 10:47 AM
Q4 2016 185 $212M +$32.7M -$17.3M +$15.4M NTES, SSO, XLK, XLB, AVGOXXXX 13F-HR 2/13/2017, 10:44 AM
Q3 2016 235 $217M +$40.8M -$5.61M +$35.2M META, NTES, XLRE, XLK, V 13F-HR 11/9/2016, 08:26 AM
Q2 2016 173 $194M +$34.1M -$11M +$23.1M META, V, XLB, XLK, EFA 13F-HR 8/9/2016, 10:09 AM
Q1 2016 168 $192M +$24.1M -$13.2M +$10.9M META, UAA, V, GOOG, FXH 13F-HR 5/9/2016, 12:08 PM
Q4 2015 152 $194M +$36.4M -$14.1M +$22.3M V, MNKKQ, UAA, FXH, AMZN 13F-HR 2/2/2016, 10:04 AM
Q3 2015 149 $180M +$11M -$10.2M +$881K UAA, PANW, FXH, AAPL, MNKKQ 13F-HR 11/12/2015, 08:08 AM
Q2 2015 159 $209M +$19.2M -$8.8M +$10.4M CELG, PANW, MNKKQ, UAA, FXH 13F-HR 8/12/2015, 01:58 PM
Q1 2015 160 $210M PANW, CELG, MNKKQ, HAR, UAA 13F-HR 5/14/2015, 08:28 AM