• 13F History

Vestpro Financial Partners, Inc. dba CPF Texas

13F Filings History

Latest 13F report
Q3 2018 - Nov 14, 2018
Value $
$210M
Signature - Title
Christopher J. Lipper - CHIEF COMPLIANCE OFFICER
Location
Plano, TX
Summary
This page shows a list of all the recent 13F filings made by Vestpro Financial Partners, Inc. dba CPF Texas. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vestpro Financial Partners, Inc. dba CPF Texas reported 263 stock holdings with total value $210M as of Q3 2018. Top holdings included MUB, SDY, SHM, ITOT, and ITMXXXX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2018 263 $210M +$29.7M -$11.2M +$18.5M MUB, SDY, SHM, ITOT, ITMXXXX 13F-HR 11/14/2018, 12:47 PM
Q2 2018 233 $189M +$28.1M -$18.6M +$9.47M MUB, SDY, SHM, ITOT, ITMXXXX 13F-HR 8/3/2018, 03:46 PM
Q1 2018 221 $196M +$51.2M -$18.7M +$32.5M ITOT, MUB, SHM, SDY, ITMXXXX 13F-HR 5/24/2018, 12:57 PM
Q4 2017 263 $204M ITMXXXX, ITOT, SHM, AGG, TFI 13F-HR 2/9/2018, 11:54 AM