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Sound View Wealth Advisors’s Deere & Co DE Stock Holding History

Sound View Wealth Advisors’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$259K Hold
1,621
– – 0.08% 206
2018
Q4 		$242K Buy
+1,621
New +$237K 0.09% 202

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Sound View Wealth Advisors's DE Position: Q1 2019 in Review

Sound View Wealth Advisors held its Deere & Co (DE) position steady in Q1 2019 at 1,621 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #206.

Sound View Wealth Advisors first reported a position in DE in Q4 2018 and has held it in 2 quarters since. 1,214 funds tracked by Wall St. Rank hold DE as of Q1 2019.

  • Sound View Wealth Advisors held 1,621 shares of Deere & Co worth $259K as of Q1 2019.
  • Sound View Wealth Advisors left its Deere & Co share count unchanged in Q1 2019.
  • Deere & Co made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #206 holding.
  • Sound View Wealth Advisors first reported a position in Deere & Co in Q4 2018 and has held it in 2 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Deere & Co as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.