BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q1 2019
Top Holdings275 positions
EXTENDED STAY AMER INC | 66,845 | $1.2M | 5.7% | — | — | 1 qtr | First report 0 |
ISHARES TR | 5,973 | $1M | 4.9% | $40.55 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 8,683 | $979,000 | 4.7% | $96.74 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 4,954 | $546,000 | 2.6% | $93.01 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 2,311 | $506,000 | 2.4% | $51.34 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 3,114 | $489,000 | 2.3% | $68.14 | 0.00% | 1 qtr | First report 0 |
Vanguard Real Estate ETF | 5,425 | $471,000 | 2.3% | $66.04 | 0.00% | 1 qtr | First report 0 |
iShares 10-20 Year Treasury Bond ETF | 2,895 | $398,000 | 1.9% | $109.04 | 0.00% | 1 qtr | First report 0 |
NextEra Energy Inc | 1,855 | $359,000 | 1.7% | $40.08 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 13,733 | $342,000 | 1.6% | $20.28 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 13,571 | $339,000 | 1.6% | $22.13 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 13,687 | $336,000 | 1.6% | $18.92 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 12,831 | $335,000 | 1.6% | $19.94 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 5,306 | $320,000 | 1.5% | $45.04 | 0.00% | 1 qtr | First report 0 |
Apple Inc | 1,519 | $289,000 | 1.4% | $45.22 | 0.00% | 1 qtr | First report 0 |
Johnson & Johnson | 2,018 | $282,000 | 1.3% | $113.77 | 0.00% | 1 qtr | First report 0 |
ISHARES GOLD TRUST ETF | 17,074 | $211,000 | 1.0% | — | — | — | First report 0 |
McDonald's Corp | 1,092 | $207,000 | 1.0% | $159.30 | 0.00% | 1 qtr | First report 0 |
Americold Realty Trust | 6,533 | $199,000 | 1.0% | $23.19 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1,244 | $184,000 | 0.9% | $66.08 | 0.00% | 1 qtr | First report 0 |
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: Steady Compounder. HoldingsIntel Score: 2/5.0.
First quarter we have for this fund: 275 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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
Verify source filings on SEC EDGAR