AGRAN LIBBIE

13F Portfolio Filings

Latest 13F report
Q1 2017 - Apr 27, 2017
Value $
$425M
Signature - Title
Margaret Shin - Financial Planner
Location
2120 Colorado Ave, Suite 100, Santa Monica, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2017 123 $425M +$10.3M -$13.9M -$3.68M AAPL, BRKA, JNJ, BRKB, META 13F-HR 4/27/2017, 02:23 PM
Q4 2016 126 $410M +$62.3M -$3.18M +$59.1M AAPL, BRKA, JNJ, CVX, BRKB 13F-HR 1/27/2017, 01:24 PM
Q3 2016 108 $338M +$2.43M -$71.7M -$69.3M AAPL, BRKA, JNJ, QCOM, V 13F-HR 10/20/2016, 04:00 PM
Q2 2016 125 $400M +$7.07M -$6.76M +$315K AAPL, BRKA, JNJ, SPG, D 13F-HR 7/27/2016, 12:21 PM
Q1 2016 119 $390M +$11.9M -$5.79M +$6.08M AAPL, BRKA, JNJ, SPG, D 13F-HR 5/2/2016, 11:12 AM
Q4 2015 120 $380M +$21.1M -$15.5M +$5.56M AAPL, TEVA, BRKA, JNJ, SPG Restatement 2/11/2016, 10:41 AM
Q3 2015 120 $358M +$8.85M -$6.7M +$2.15M AAPL, BRKA, TEVA, D, JNJ 13F-HR 11/3/2015, 02:26 PM
Q2 2015 121 $385M +$2.33M -$26.1M -$23.8M AAPL, BRKA, TEVA, QCOM, JNJ 13F-HR 7/28/2015, 04:56 PM
Q1 2015 138 $420M +$15.1M -$4.18M +$10.9M AAPL, BRKA, TEVA, QCOM, JNJ 13F-HR 5/6/2015, 06:27 AM
Q4 2014 130 $420M +$16.9M -$15.9M +$1.03M AAPL, BRKA, QCOM, TEVA, D 13F-HR 1/27/2015, 11:22 AM
Q3 2014 126 $409M +$26.7M -$5.52M +$21.1M AAPL, BRKA, QCOM, EPD, TEVA 13F-HR 10/29/2014, 08:47 AM
Q2 2014 113 $390M +$29.5M -$3.8M +$25.7M AAPL, QCOM, BRKA, CVX, TEVA 13F-HR 8/1/2014, 09:21 AM
Q1 2014 108 $370M +$4.18M -$21.3M -$17.2M AAPL, BRKA, QCOM, TEVA, CVX Restatement 4/30/2014, 01:04 PM
Q4 2013 117 $367M $0 $0 AAPL, QCOM, CVX, D, XOM 13F-HR 1/27/2014, 12:02 PM