Q4 2016 13F Detailed Holdings
-
Location
-
Alpharetta, GA
-
Holdings as of
-
12/31/2016
-
Value ($000)
-
$155,292
-
Num holdings
-
125
-
Date filed
-
2/3/2017
-
Form type
-
13F-HR
-
Note
-
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
| Sym |
Issuer Name |
Cl |
CUSIP |
Value ($000) |
% |
Shares |
Principal |
Option Type |
Discretion |
Other Manager |
Sole |
Shared |
None |
Other Managers
| Num |
Name |
File Number |
| 1 |
NAVELLIER & ASSOCIATES INC |
028-02824 |
| 2 |
StratiFi, LLC |
028-16797 |
| 3 |
Beaumont Financial Partners, LLC |
028-11748 |
| 4 |
Efficient Market Advisors, LLC |
028-13603 |