Vanguard Index Trust Small Cap
|
Q3 2019
Filed on Nov 04, 2019
|
4,269
|
N/A
|
|
|
|
Q3 2019
Filed on Nov 04, 2019
|
1,995
|
$123.09 - $142.9
$246K - $285K
|
|
|
|
Q3 2019
Filed on Nov 04, 2019
|
19,512
|
$31.25 - $40.97
$610K - $799K
|
|
|
|
Q2 2019
Filed on Jul 24, 2019
|
2,013
|
$115.19 - $127.5
$232K - $257K
|
|
|
|
Q2 2019
Filed on Jul 24, 2019
|
11,552
|
N/A
|
|
|
|
Q1 2019
Filed on Apr 29, 2019
|
3,749
|
N/A
|
|
|
|
Q1 2019
Filed on Apr 29, 2019
|
18,089
|
N/A
|
|
Enbridge Energy LLC Frac Shs
|
Q4 2018
Filed on Jan 24, 2019
|
28,751
|
N/A
|
|
|
|
Q4 2018
Filed on Jan 24, 2019
|
2,670
|
N/A
|
|
|
|
Q4 2018
Filed on Jan 24, 2019
|
1,267
|
N/A
|
|
Buffalo International Fund
|
Q3 2018
Filed on Oct 15, 2018
|
12,546
|
N/A
|
|
Matthews Pacific Tiger Instl
|
Q3 2018
Filed on Oct 15, 2018
|
11,060
|
N/A
|
|
|
|
Q3 2018
Filed on Oct 15, 2018
|
2,938
|
$74.54 - $83.32
$219K - $245K
|
|
John Hancock International Sel
|
Q3 2018
Filed on Oct 15, 2018
|
19,922
|
N/A
|
|
|
|
Q3 2018
Filed on Oct 15, 2018
|
2,597
|
$82.85 - $95.33
$215K - $248K
|
|
|
|
Q2 2018
Filed on Jul 30, 2018
|
30,560
|
$61.85 - $73.6
$1.89M - $2.25M
|
|
|
|
Q2 2018
Filed on Jul 30, 2018
|
1,262
|
N/A
|
|
Jpmorgan Global Research Enhan
|
Q2 2018
Filed on Jul 30, 2018
|
10,256
|
N/A
|
|
|
|
Q2 2018
Filed on Jul 30, 2018
|
4,210
|
$24.07 - $27.8
$101K - $117K
|
|
|
|
Q2 2018
Filed on Jul 30, 2018
|
13,630
|
$11.83 - $16.2
$161K - $221K
|
|
|
|
Q2 2018
Filed on Jul 30, 2018
|
4,117
|
$92.36 - $120.17
$380K - $495K
|
|
Spectra Energy Partners LP
|
Q2 2018
Filed on Jul 30, 2018
|
60,000
|
N/A
|
|
|
|
Q2 2018
Filed on Jul 30, 2018
|
945
|
$185.89 - $225.96
$176K - $214K
|
|
Dfa International Core Equity
|
Q2 2018
Filed on Jul 30, 2018
|
10,942
|
N/A
|
|
Dfa Tax Managed U.S. Marketwid
|
Q2 2018
Filed on Jul 30, 2018
|
7,018
|
N/A
|
|
|
|
Q2 2018
Filed on Jul 30, 2018
|
35,268
|
$24.38 - $28.01
$860K - $988K
|
|
|
|
Q2 2018
Filed on Jul 30, 2018
|
1,675
|
$121.34 - $139.29
$203K - $233K
|
|
|
|
Q1 2018
Filed on Apr 24, 2018
|
3,669
|
$49.95 - $68.3
$183K - $251K
|
|
|
|
Q1 2018
Filed on Apr 24, 2018
|
10,000
|
N/A
|
|
Thomas White International Fun
|
Q1 2018
Filed on Apr 24, 2018
|
29,597
|
N/A
|
|
Tortoise Mlp & Pipeline Fund I
|
Q1 2018
Filed on Apr 24, 2018
|
14,768
|
N/A
|
|
Clearbridge All Cap Value A
|
Q1 2018
Filed on Apr 24, 2018
|
20,949
|
N/A
|
|
|
|
Q1 2018
Filed on Apr 24, 2018
|
12,209
|
$30.89 - $37.61
$377K - $459K
|
|
|
|
Q1 2018
Filed on Apr 24, 2018
|
5,800
|
$15.96 - $18.61
$92.6K - $108K
|
|
|
|
Q1 2018
Filed on Apr 24, 2018
|
2,010
|
$77.71 - $86.47
$156K - $174K
|
|
|
|
Q1 2018
Filed on Apr 24, 2018
|
9,084
|
$27.1 - $33.13
$246K - $301K
|
|
Brandes International Small Ca
|
Q1 2018
Filed on Apr 24, 2018
|
31,360
|
N/A
|
|
|
|
Q1 2018
Filed on Apr 24, 2018
|
2,671
|
$189.02 - $224.59
$505K - $600K
|
|
|
|
Q1 2018
Filed on Apr 24, 2018
|
2,183
|
$115.92 - $148.54
$253K - $324K
|
|
Harbor International Fund Inve
|
Q4 2017
Filed on Feb 02, 2018
|
4,302
|
N/A
|
|
Oakmark Equity And Income Fund
|
Q4 2017
Filed on Feb 02, 2018
|
9,031
|
N/A
|
|
T Rowe Price Growth Stock
|
Q4 2017
Filed on Feb 02, 2018
|
3,000
|
N/A
|
|
|
|
Q4 2017
Filed on Feb 02, 2018
|
12,582
|
N/A
|
|
|
|
Q4 2017
Filed on Feb 02, 2018
|
2,129
|
$154.99 - $171.74
$330K - $366K
|
|
