MG
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MDE Group13F | |
MDE Group | |
Last update 2015-04-22 | 57 Stocks (3 new) |
Value $388.00 Mil | Turnover 1 % |
MDE Group Top Holdings of 2015-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 870,069 | 179,608.0 | -10.26% | 46.290 | -4.98% | 0.100 | +17.14% | +7.04% | 641,384.0 | ||
AMLP | Alerian MLP ETF | 836,757 | 69,325.0 | +4.65% | 17.870 | +0.79% | 2.470 | +6.95% | +5.36% | 10,440.5 | ||
VIG | Vanguard Dividend Appreciation FTF | 782,863 | 62,997.0 | -1.11% | 16.240 | -0.17% | 0.190 | +11.94% | +6.12% | 88,455.6 | ||
VTI | Vanguard Total Stock Market ETF | 343,552 | 36,846.0 | -0.96% | 9.500 | -0.09% | 0.030 | +17.65% | +6.63% | 471,718.0 | ||
ISBC | Investors Bancorp Inc | 428,128 | 5,018.0 | 0% | 1.290 | 0% | 0.170 | -17.95% | -7.39% | 3,455.8 | Banks | |
DELISTED:BPL | Buckeye Partners LP | 45,134 | 3,409.0 | 0% | 0.880 | 0% | 0.340 | +1.15% | +50.78% | 6,381.6 | Oil & Gas | |
AAPL | Apple Inc | 87,692 | 2,728.0 | -2.23% | 0.700 | -0.01% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
VEU | Vanguard FTSE All-World ex-US ETF | 43,418 | 2,116.0 | +4.47% | 0.550 | +0.02% | 0.010 | +15.29% | +18.04% | 43,828.6 | ||
PAA | Plains All American Pipeline LP | 37,750 | 1,841.0 | 0% | 0.470 | 0% | 0.010 | +15.02% | +15.08% | 13,278.3 | Oil & Gas | |
IVV | iShares Core S&P 500 ETF | 8,099 | 1,683.0 | -32.66% | 0.430 | -0.20% | 0.000 | +17.02% | +7.08% | 622,054.4 |
MDE Group's Historical Top Holdings Breakdowns
MDE Group Total Holding History ($B)
MDE Group's Asset Allocation
MDE Group Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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MDE Group's Hypothetical Growth since 2015-03-31
MDE Group's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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MDE Group's Holdings Heat Map
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MDE Group's Holdings Bubble Chart
MDE Group News
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