Notify me when FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2019 | 148 | $369,204,000 | +$6,905,120 | -$12,373,266 | -$5,468,146 | AMT, BA, GOOD, HD, AMZN | 13F-HR | 11 Feb 2020, 11:49 |
| Q3 2019 | 148 | $360,986,000 | +$6,492,446 | -$6,581,193 | -$88,747 | BA, AMT, GOOD, HD, EPD | 13F-HR | 23 Oct 2019, 14:20 |
| Q2 2019 | 146 | $353,199,000 | +$6,995,429 | -$7,985,223 | -$989,794 | BA, AMT, EPD, HD, AMZN | 13F-HR | 30 Jul 2019, 10:31 |
| Q1 2019 | 146 | $343,556,000 | +$6,773,730 | -$5,504,119 | +$1,269,611 | BA, AMT, EPD, GOOD, HD | 13F-HR | 02 May 2019, 13:22 |
| Q4 2018 | 145 | $303,705,000 | +$10,074,208 | -$13,716,797 | -$3,642,589 | BA, AMT, EPD, HD, MMP | 13F-HR | 30 Jan 2019, 16:55 |
| Q3 2018 | 151 | $346,341,000 | +$3,438,752 | -$6,632,019 | -$3,193,267 | BA, EPD, AMZN, HD, MMP | 13F-HR | 10 Oct 2018, 09:39 |
| Q2 2018 | 153 | $330,133,000 | +$3,112,130 | -$12,696,977 | -$9,584,847 | BA, EPD, MMP, HD, AMT | 13F-HR | 10 Aug 2018, 09:45 |
| Q1 2018 | 154 | $326,598,000 | +$6,272,409 | -$8,383,030 | -$2,110,621 | BA, AMT, EPD, BMY, MMP | 13F-HR | 30 Apr 2018, 10:39 |
| Q4 2017 | 154 | $341,194,000 | +$8,459,168 | -$10,528,972 | -$2,069,804 | BA, MMP, EPD, AMT, HD | 13F-HR | 31 Jan 2018, 12:12 |
| Q3 2017 | 150 | $334,138,000 | +$13,523,342 | -$12,070,415 | +$1,452,927 | BA, MMP, EPD, BMY, GOOD | 13F-HR | 13 Nov 2017, 13:53 |
| Q2 2017 | 150 | $324,428,000 | +$23,224,896 | -$15,983,711 | +$7,241,185 | MMP, EPD, BA, GOOD, GE | 13F-HR | 03 Aug 2017, 11:51 |
| Q1 2017 | 142 | $314,291,000 | +$9,552,426 | -$11,767,318 | -$2,214,892 | MMP, EPD, GE, BA, BMY | 13F-HR | 12 May 2017, 14:41 |
| Q4 2016 | 143 | $303,440,000 | +$9,941,727 | -$16,279,152 | -$6,337,425 | MMP, GE, EPD, BMY, BA | 13F-HR | 13 Feb 2017, 10:16 |
| Q3 2016 | 150 | $311,212,000 | +$15,061,028 | -$12,438,101 | +$2,622,927 | MMP, EPD, GE, BMY, SXL | 13F-HR | 09 Nov 2016, 10:54 |
| Q2 2016 | 150 | $310,869,000 | +$29,143,978 | -$17,866,112 | +$11,277,866 | BMY, MMP, EPD, GE, SXL | 13F-HR | 12 Aug 2016, 10:47 |
| Q1 2016 | 142 | $281,875,000 | +$10,265,289 | -$11,620,808 | -$1,355,519 | MMP, BMY, GE, EPD, SXL | 13F-HR | 13 May 2016, 11:29 |
| Q4 2015 | 144 | $281,219,000 | +$6,081,312 | -$14,143,809 | -$8,062,497 | BMY, MMP, EPD, GE, SXL | 13F-HR | 12 Feb 2016, 10:26 |
| Q3 2015 | 152 | $285,104,000 | +$26,042,719 | -$29,613,468 | -$3,570,749 | EPD, BMY, MMP, SXL, GE | 13F-HR | 12 Nov 2015, 15:46 |
| Q2 2015 | 165 | $324,014,000 | +$10,720,398 | -$9,327,486 | +$1,392,912 | EPD, MMP, BMY, SXL, KMI | 13F-HR | 13 Aug 2015, 15:43 |
| Q1 2015 | 163 | $340,970,000 | +$5,418,785 | -$12,400,907 | -$6,982,122 | EPD, MMP, SXL, KMI, BMY | 13F-HR | 14 May 2015, 13:58 |
| Q4 2014 | 168 | $348,872,000 | +$23,780,643 | -$24,306,742 | -$526,099 | EPD, MMP, SXL, KMI, BMY | 13F-HR | 12 Feb 2015, 11:30 |
| Q3 2014 | 171 | $353,854,000 | +$16,073,512 | -$7,757,315 | +$8,316,197 | EPD, SXL, MMP, GE, BMY | 13F-HR | 12 Nov 2014, 10:30 |
| Q2 2014 | 164 | $356,738,000 | +$19,584,383 | -$2,845,379 | +$16,739,004 | EPD, SXL, MMP, GE, BMY | 13F-HR | 14 Aug 2014, 11:46 |
| Q1 2014 | 163 | $331,220,000 | +$10,111,030 | -$2,990,277 | +$7,120,753 | EPD, SXL, MMP, BMY, GE | 13F-HR | 13 May 2014, 13:20 |
| Q4 2013 | 161 | $318,343,000 | $0 | $0 | $0 | EPD, SXL, MMP, GE, BMY | 13F-HR | 13 Feb 2014, 11:37 |