Institutional investor · Portfolio as of Q3 2019
BENJAMIN EDWARDS INC manages $46.2M across 296 positions as of Q3 2019. Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 27 new positions, 33 exits, 129 increased. No standout high-conviction moves this quarter. Portfolio: $46M across 296 positions.
Top holdings by portfolio weight
Behavioral investing profile
No holdings data available for 2019-Q3. This filer may not have filed for this period.
Funds with similar investing DNA
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer