Entity type
Individual
CIK 0001352107. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
13
Latest filing
08 Feb 2017
Industry
n/a
Filing-backed research brief
Latest signal: 13F-HR for Q4 2016. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$169.91M
170 holdings for Q4 2016
Open portfolioLargest parsed holding
Bill 01/05/17
$68M reported value
Open holding13D/G large stake
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No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
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No parsed Forms 3/4/5 owner position for this CIK.
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13F-HR filed on 08 Feb 2017 for CIK 0001352107.
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Quarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13FReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FLargest symbols in the latest parsed Form 13F information table.
Largest symbols in the latest parsed Form 13F information table.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
77%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$130.54M
Compared with $169.91M total 13F value.
Top 5 net change
+$71.21M
Position-value change inside the visible top holdings only.
A simple visual split of the latest parsed 13F portfolio.
Largest add: Bill 01/05/17 ยท Largest trim: AVGO
Bill 01/05/17
$68M
Bank Of America Corp
$55.05M
Amazon Com Inc
$3M
Bristol Myers Squibb
$2.78M
Salesforce Com Inc Com Stk
$1.71M
Latest update
Latest 13F period: Q4 2016. Open the source-backed page to inspect the fresh filing or facts context.
Update date
08 Feb 2017
Page type
Filer profile
Latest period
Q4 2016
Institutional portfolio context was refreshed from a 13F filing filed on 08 Feb 2017.
SEC filing record
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
Observed form types
CIK-linked evidence first
Showing the latest 12 of 13 SEC filings for E. E. Geduld.