Institutional investor · Portfolio as of Q3 2019
Quarterly Portfolio Change
COMMONWEALTH EQUITY SERVICES, LLC manages $23.4B across 2837 positions as of Q3 2019. Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 166 new positions, 102 exits, 0 increased. No standout high-conviction moves this quarter. Portfolio: $23.4B across 2837 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
No holdings data available for 2019-Q3. This filer may not have filed for this period.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer