Newfound Research LLC

Q4 2019 13F Holdings Report, Stock Holdings

Notable people
Thomas B. Rosedale, Corey M. Hoffstein, Daniel J. Sibears
Signature - Title
Thomas B. Rosedale - Chief Executive Officer
Location
Wellesley Hills
Holdings as of
December 31, 2019
Value $
$106M
Num holdings
113
Date filed
2/10/2020, 05:34 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IXJ, IXN, JXI, RXI, and KXI.
Previous filing
Q3 2019 - Oct 22, 2019
Next filing
Q1 2020 - Apr 27, 2020
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2019 Q4 compared to 2019 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Thomas B. Rosedale Chief Executive Officer Boston, Massachusetts 2/5/2020

Other Included Managers (5):

Num Name Location File Number
1 Thomas B. Rosedale Wellesley Hills, MA 028-17094
2 Corey M. Hoffstein Wellesley Hills, MA 028-17095
3 Nathan Faber Wellesley Hills, MA 028-19511
4 Sand Hill Cove Management LLC Wellesley Hills, MA 028-17097
5 Newfound Holdings, LLC Wellesley Hills, MA 028-17098