Fiduciary Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2017 - Nov 13, 2017
Value $
$75M
Signature - Title
Preston McSwain - Managing Partner
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Fiduciary Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fiduciary Wealth Partners, LLC reported 8 stock holdings with total value $75M as of Q3 2017. Top holdings included VEA, VOO, VB, VO, and VWO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2017 8 $75M +$19.4K -$10.2M -$10.1M VEA, VOO, VB, VO, VWO 13F-HR 11/13/2017, 04:38 PM
Q2 2017 11 $81.7M +$244K -$20.1M -$19.9M VOO, VEA, VB, VO, VEU 13F-HR 8/8/2017, 11:36 AM
Q1 2017 14 $98.6M +$5.71K -$4.37M -$4.37M VOO, VEA, VYM, VB, VO 13F-HR 5/11/2017, 05:22 PM
Q4 2016 15 $99M +$29.9K -$4.05M -$4.02M VOO, VEA, VYM, VB, VO 13F-HR 2/1/2017, 10:56 AM
Q3 2016 15 $100M +$3.78M -$1.55M +$2.23M VOO, VEA, VYM, VB, VO 13F-HR 10/25/2016, 04:02 PM
Q2 2016 17 $93.9M +$868K -$3.27M -$2.4M VOO, VEA, VYM, VB, VO 13F-HR 9/22/2016, 02:00 PM
Q1 2016 15 $95.2M +$8.3M -$40.1M -$31.9M VOO, VEA, VYM, VB, VO 13F-HR 9/22/2016, 02:00 PM
Q4 2015 13 $114M $0 $0 VOO, VEA, VO, VB, VYM 13F-HR 2/12/2016, 02:46 PM