13F Filings History of Shamrock Asset Management LLC

Latest 13F report
Q3 2019 - 13 Nov 2019
Value $
$128,398,000
Signature - Title
Michael Koch - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Shamrock Asset Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shamrock Asset Management LLC reported 236 stock holdings with total value $128,398,000 as of Q3 2019. Top holdings included PTLC, HDV, IEMG, FTSM, and IXUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2019 236 $128,398,000 +$3,257,435 -$17,040,095 -$13,782,660 PTLC, HDV, IEMG, FTSM, IXUS 13F-HR 13 Nov 2019, 10:51
Q2 2019 225 $141,355,000 +$29,092,401 -$17,737,825 +$11,354,576 PTLC, HDV, IEMG, FTSM, IXUS 13F-HR 09 Aug 2019, 13:43
Q1 2019 230 $126,302,000 +$60,891,789 -$6,182,370 +$54,709,419 PTLC, FTSM, HDV, FXL, FXU 13F-HR 01 May 2019, 10:03
Q4 2018 209 $66,154,000 +$438,795 -$81,361,768 -$80,922,973 FTSM, IEMG, MSFT, EWJ, HD 13F-HR 08 Feb 2019, 12:44
Q3 2018 248 $158,227,000 +$24,943,789 -$36,777,196 -$11,833,407 FTSM, IXUS, ITOT, FEX, IAU 13F-HR 23 Oct 2018, 09:41
Q2 2018 268 $164,411,000 +$20,647,347 -$19,346,938 +$1,300,409 ITOT, IXUS, BUFF, IAU, FEX 13F-HR 10 Jul 2018, 16:43
Q1 2018 287 $167,299,000 +$46,705,326 -$50,388,723 -$3,683,397 ITOT, IXUS, LVHB, IAU, FEX 13F-HR 29 May 2018, 12:45
Q4 2017 278 $168,461,000 +$25,130,922 -$19,305,757 +$5,825,165 ITOT, IXUS, LVHB, FEX, FXZ 13F-HR 19 Jan 2018, 19:06
Q3 2017 269 $155,740,000 +$11,797,722 -$23,045,978 -$11,248,256 ITOT, IXUS, LVHB, FEX, FYC 13F-HR 08 Nov 2017, 19:40
Q2 2017 278 $159,762,000 +$25,348,775 -$30,243,912 -$4,895,137 ITOT, IXUS, LVHB, FEX, FXL 13F-HR 14 Aug 2017, 16:35
Q1 2017 266 $160,781,000 +$51,274,213 -$55,829,715 -$4,555,502 ITOT, IXUS, MINT, LVHB, FEX 13F-HR 26 May 2017, 12:51
Q4 2016 254 $163,870,000 +$84,741,476 -$94,913,534 -$10,172,058 MINT, FVD, ITOT, IJR, FXO 13F-HR 10 Feb 2017, 12:01
Q3 2016 253 $174,172,000 +$65,915,128 -$62,697,098 +$3,218,030 FVD, FDL, ITOT, FXZ, FDT 13F-HR 09 Nov 2016, 13:54
Q2 2016 259 $172,239,000 +$59,569,181 -$60,103,570 -$534,389 FVD, FDL, FEX, FXU, FXG 13F-HR 12 Aug 2016, 15:51
Q1 2016 239 $168,863,000 +$106,575,816 -$116,108,301 -$9,532,485 FEX, MINT, FDL, FXU, FRI 13F-HR 02 May 2016, 16:46
Q4 2015 249 $177,897,000 +$30,551,922 -$46,489,004 -$15,937,082 FXG, FTC, FXD, FXO, MINT 13F-HR 29 Jan 2016, 19:10
Q3 2015 245 $188,767,000 +$41,264,546 -$55,562,543 -$14,297,997 FXG, FTC, FXD, FXH, MINT 13F-HR 03 Nov 2015, 19:46
Q2 2015 266 $215,537,000 +$83,271,582 -$116,695,420 -$33,423,838 FXH, FTC, FXD, FXL, MINT 13F-HR 10 Aug 2015, 11:11
Q1 2015 285 $251,548,000 +$96,143,017 -$97,295,986 -$1,152,969 FXH, FXG, FVD, FXU, MINT 13F-HR 29 Apr 2015, 18:06
Q4 2014 251 $249,183,000 +$85,358,856 -$109,024,310 -$23,665,454 FXH, FTC, FXL, FXU, MINT 13F-HR 03 Feb 2015, 17:48
Q3 2014 247 $266,585,000 +$158,762,882 -$209,497,171 -$50,734,289 FXH, FXR, FTC, FXN, FRI 13F-HR 29 Oct 2014, 17:06
Q2 2014 280 $322,344,000 +$82,886,570 -$75,537,844 +$7,348,726 XLP, IDU, IYE, IYH, XLB 13F-HR 04 Aug 2014, 16:17
Q1 2014 264 $302,371,000 +$74,447,194 -$64,777,164 +$9,670,030 XLF, XLB, IYE, IYW, IYH 13F-HR 01 May 2014, 12:25
Q4 2013 97 $292,079,000 $0 $0 $0 VGK, XLP, IYW, IYJ, EEM 13F-HR 30 Jan 2014, 13:58