Parasol Investment Management, LLC

13F Portfolio Filings

Latest 13F report
Q1 2017 - Apr 24, 2017
Value $
$61M
Signature - Title
Bobby Cuddy - Investment Assistant
Location
520 North Cass Avenue, Suite 200, Westmont, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2017 93 $61M +$14.5M -$50.9M -$36.4M SPY, ISTB, IGSB, TIP, ACWI 13F-HR 4/24/2017, 04:45 PM
Q4 2016 160 $95.2M +$16.7M -$19.2M -$2.54M FMBI, SPY, TIP, ACWI, IGSB 13F-HR 2/7/2017, 01:04 PM
Q3 2016 151 $96.1M +$2.67M -$4.2M -$1.53M SPY, FMBI, ACWI, TIP, VNQ 13F-HR 11/15/2016, 11:16 AM
Q2 2016 142 $95.9M +$12.2M -$21.4M -$9.15M SPY, FMBI, ACWI, TIP, VNQ 13F-HR 7/13/2016, 06:14 PM
Q1 2016 146 $103M +$8.57M -$12.4M -$3.85M SPY, ACWI, FMBI, IWD, IWF 13F-HR 4/19/2016, 01:53 PM
Q4 2015 152 $104M +$4.64M -$15M -$10.3M SPY, MINT, IWF, ACWI, VNQ 13F-HR 1/20/2016, 03:11 PM
Q3 2015 159 $111M +$6.63M -$37.4M -$30.7M MINT, SPY, IWF, LQD, TLT 13F-HR 10/21/2015, 06:10 PM
Q2 2015 258 $149M +$4.42M -$11.3M -$6.92M SPY, IWF, IWD, ACWI, EFA 13F-HR 7/13/2015, 01:56 PM
Q1 2015 267 $159M +$26.1M -$13.5M +$12.6M MINT, SPY, IWF, LQD, ACWI 13F-HR 5/14/2015, 07:08 PM
Q4 2014 304 $144M +$7.02M -$10.3M -$3.26M SPY, MINT, TLT, VNQ, IWF 13F-HR 5/14/2015, 06:59 PM
Q3 2014 290 $144M +$15.7M -$15.1M +$649K MINT, SPY, LQD, TLT, IWF 13F-HR 10/31/2014, 06:15 PM
Q2 2014 272 $146M +$23.8M -$23M +$806K SPY, HYS, TIP, LQD, VNQ 13F-HR 8/12/2014, 01:23 PM
Q1 2014 256 $141M +$54M -$63.8M -$9.83M SPY, HYS, EFA, LQD, ACWI 13F-HR 4/14/2014, 01:42 PM
Q4 2013 258 $149M $0 $0 SPY, MINT, HYS, EEM, EFA 13F-HR 2/5/2014, 11:06 AM