13F Filings History of CT Financial Advisors LLC

Latest 13F report
Q1 2017 - 07 Apr 2017
Value $
$162,156,291
Signature - Title
Kim Orsetti - Assistant
Location
Chadds Ford, PA
Summary
This page shows a list of all the recent 13F filings made by CT Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CT Financial Advisors LLC reported 650 stock holdings with total value $162,156,291 as of Q1 2017. Top holdings included MMM, AGG, VEU, DFA COMMODITY STRATEGY PORT INSTL, and DFA GLOBAL REAL ESTATE SEC PORTFOLIO.

Notify me when CT Financial Advisors LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2017 650 $162,156,291 +$6,390,874 -$7,467,245 -$1,076,371 MMM, AGG, VEU, DFA COMMODITY STRATEGY PORT INSTL, DFA GLOBAL REAL ESTATE SEC PORTFOLIO 13F-HR 07 Apr 2017, 10:47
Q4 2016 649 $157,760,728 +$4,738,276 -$10,552,185 -$5,813,909 MMM, DFA COMMODITY STRATEGY PORT INSTL, AGG, DFA GLOBAL REAL ESTATE SEC PORTFOLIO, SPY 13F-HR 12 Jan 2017, 14:02
Q3 2016 646 $163,516,823 +$3,580,745 -$6,225,768 -$2,645,023 MMM, DFA COMMODITY STRATEGY PORT INSTL, DFA GLOBAL REAL ESTATE SEC PORTFOLIO, CASH, AGG 13F-HR 12 Oct 2016, 15:45
Q2 2016 649 $162,396,846 +$4,298,056 -$24,993,421 -$20,695,365 MMM, DFA COMMODITY STRATEGY PORT INSTL, CASH, DFA GLOBAL REAL ESTATE SEC PORTFOLIO, SPY 13F-HR 07 Jul 2016, 13:37
Q1 2016 644 $177,460,387 +$7,095,948 -$6,945,664 +$150,284 MMM, DFA COMMODITY STRATEGY PORT INSTL, CASH, BSV, DFA GLOBAL REAL ESTATE SEC PORTFOLIO 13F-HR 06 Apr 2016, 13:52
Q4 2015 642 $173,871,466 +$15,962,757 -$6,907,682 +$9,055,075 MMM, DFA COMMODITY STRATEGY PORT INSTL, VEU, CASH, BSV 13F-HR 05 Jan 2016, 13:20
Q3 2015 655 $159,386,459 +$4,093,323 -$8,323,619 -$4,230,296 MMM, DFA COMMODITY STRATEGY PORT INSTL, BSV, IGSB, DFA GLOBAL REAL ESTATE SEC PORTFOLIO 13F-HR 05 Oct 2015, 14:53
Q2 2015 642 $176,178,495 +$5,163,432 -$7,009,546 -$1,846,114 DFA COMMODITY STRATEGY PORT INSTL, MMM, BSV, DFA GLOBAL REAL ESTATE SEC PORTFOLIO, IGSB 13F-HR 17 Jul 2015, 10:39
Q1 2015 631 $180,561,409 +$51,633,661 -$3,337,094 +$48,296,567 MMM, DFA COMMODITY STRATEGY PORT INSTL, BSV, IGSB, DFA GLOBAL REAL ESTATE SEC PORTFOLIO Restatement 07 May 2015, 15:42
Q4 2014 527 $132,229,710 $0 $0 $0 MMM, BSV, IGSB, XOM, SPY 13F-HR 24 Apr 2015, 15:05
Q1 2014 631 $141,934,881 $0 $0 $0 DFA COMMODITY STRATEGY PORT INSTL, BSV, IGSB, DFA GLOBAL REAL ESTATE SEC PORTFOLIO, VNQ 13F-HR 06 May 2015, 14:51