BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q1 2019
Top Holdings275 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
EXTENDED STAY AMERICA INC | 66,845 | $1.2M | 5.7% | — | — | 1 qtr | New 78 |
ISHARES S&P 500 GROWTH ETF | 5,973 | $1M | 4.9% | $40.67 | 0.00% | 1 qtr | New 69 |
ISHARES S&P 500/BARRA VALUE | 8,683 | $979,000 | 4.7% | $97.86 | 0.00% | 1 qtr | New 69 |
ISHARES TR | 4,954 | $546,000 | 2.6% | $93.01 | 0.00% | 1 qtr | New 63 |
ISHARES S&P MID-CAP 400 GROW | 2,311 | $506,000 | 2.4% | $51.54 | 0.00% | 1 qtr | New 62 |
ISHARES S&P MID-CAP 400 VALU | 3,114 | $489,000 | 2.3% | $68.89 | 0.00% | 1 qtr | New 62 |
VANGUARD REAL ESTATE ETF ETF | 5,425 | $471,000 | 2.3% | $67.33 | 0.00% | 1 qtr | New 62 |
ISHARES TR | 2,895 | $398,000 | 1.9% | $109.04 | 0.00% | 1 qtr | New 54 |
NEXTERA ENERGY INC | 1,855 | $359,000 | 1.7% | — | — | — | — |
ISHARES | 13,733 | $342,000 | 1.6% | $20.28 | 0.00% | 1 qtr | New 54 |
ISHARES | 13,571 | $339,000 | 1.6% | $22.13 | 0.00% | 1 qtr | New 54 |
ISHARES TR | 13,687 | $336,000 | 1.6% | $19.06 | 0.00% | 1 qtr | New 54 |
ISHARES TR | 12,831 | $335,000 | 1.6% | $19.94 | 0.00% | 1 qtr | New 54 |
ISHARES TR | 5,306 | $320,000 | 1.5% | $45.04 | 0.00% | 1 qtr | New 54 |
APPLE INC | 1,519 | $289,000 | 1.4% | $45.22 | 0.00% | 1 qtr | New 53 |
JOHNSON & JOHNSON | 2,018 | $282,000 | 1.3% | $115.59 | 0.00% | 1 qtr | New 53 |
ISHARES | 17,074 | $211,000 | 1.0% | — | — | — | — |
MCDONALDS CORP | 1,092 | $207,000 | 1.0% | $162.42 | 0.00% | 1 qtr | New 45 |
AMERICOLD REALTY TRUST INC | 6,533 | $199,000 | 1.0% | $24.39 | 0.00% | 1 qtr | New 44 |
ISHARES S&P SMALL-CAP 600 VA | 1,244 | $184,000 | 0.9% | $66.08 | 0.00% | 1 qtr | New 44 |
BENJAMIN EDWARDS INC manages $20.9M across 275 positions as of Q1 2019. Top holdings: STAY (5.7%), IVW (4.9%), IVE (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 275 new positions, 0 exits, 0 increased. Top move: STAY (NEW, conviction 78). Portfolio: $21M across 275 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer