Independent Portfolio Consultants Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Global Energy ETF
IXC
|
+$4.09M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$2.79M |
| 3 |
iShares MSCI Thailand ETF
THD
|
+$1.8M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$1.39M |
| 5 |
iShares MSCI Indonesia ETF
EIDO
|
+$1.22M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShare MSCI Eurozone ETF
EZU
|
+$4.82M |
| 2 |
State Street SPDR S&P Bank ETF
KBE
|
+$2.11M |
| 3 |
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
|
+$1.8M |
| 4 |
Pentair
PNR
|
+$1.62M |
| 5 |
iShares MSCI Poland ETF
EPOL
|
+$980K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 23.93% |
| 2 | Industrials | 14.61% |
| 3 | Technology | 10.11% |
| 4 | Financials | 9.08% |
| 5 | Consumer Discretionary | 8.75% |
Similar funds
Independent Portfolio Consultants's Q2 2014 Portfolio in Review
As of Q2 2014, Independent Portfolio Consultants held 852 positions worth $357M, up 13% from $316M the previous quarter. Its ten largest holdings account for 9.8% of the portfolio.
Independent Portfolio Consultants deployed $28M of net new capital in Q2 2014, opening 403 new positions and adding to 235 existing holdings. Its largest new stake was iShares Global Energy ETF: 87,845 shares worth $4.26M.
By sector, the portfolio is most concentrated in Miscellaneous at 24% of assets, down from 25% a quarter earlier, followed by Industrials and Technology.
On the sell side, the largest reduction was Du Pont De Nemours E I, an estimated $834K trimmed.
- Independent Portfolio Consultants's largest Q2 2014 buy was iShares Global Energy ETF: 87,845 shares worth $4.26M.
- Independent Portfolio Consultants added most to iShares MSCI Thailand ETF in Q2 2014, an estimated $1.8M increase.
- Independent Portfolio Consultants's biggest Q2 2014 reduction was Du Pont De Nemours E I, cutting an estimated $834K.
- Independent Portfolio Consultants fully exited iShare MSCI Eurozone ETF in Q2 2014, selling an estimated $4.82M.
- Independent Portfolio Consultants's ten largest holdings make up 9.8% of its $357M portfolio in Q2 2014.
- Independent Portfolio Consultants opened 403 new positions and closed 27 in Q2 2014.
- Independent Portfolio Consultants's portfolio value rose 13% quarter-over-quarter to $357M.
Based on Independent Portfolio Consultants's 13F filing for Q2 2014, filed 15 Aug 2014.