Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
76
22
12
4
4
0
53
20
9
COASTLINE TRUST CO

Time Period2018-12-31

Total Holdings299

Total Value ($x1000)580,000
Activities
New7

Increased116

Unchanged73

Decreased103

Sold Out42

Top 10 Stock Holdingstotal 13.09%
AMZN1.46

MSFT1.43

VEA1.37

VCIT1.36

HYS1.36

 
VWO1.25

GOOGL1.24

ADP1.23

VWOB1.2

AAPL1.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMZN
1.46%
COM
MSFT
1.43%
COM
VEA
1.37%
FTSE DEV MKT ETF
VCIT
1.36%
INT-TERM CORP
HYS
1.36%
0-5 HIGH YIELD
VWO
1.25%
FTSE EMR MKT ETF
GOOGL
1.24%
CAP STK CL A
ADP
1.23%
COM
VWOB
1.2%
EMERG MKT BD ETF
AAPL
1.19%
COM
CMCSA
1.17%
CL A
TMO
1.14%
COM
VTI
1.13%
TOTAL STK MKT
TIP
1.1%
TIPS BD ETF
JNJ
1.09%
COM
VEU
1.07%
ALLWRLD EX US
ADBE
1.02%
COM
CSCO
0.97%
COM
PFE
0.96%
COM
EFA
0.96%
MSCI EAFE ETF
PG
0.95%
COM
YUM
0.94%
COM
VCSH
0.94%
SHRT TRM CORP BD
SYY
0.91%
COM
MRK
0.91%
COM
IJH
0.89%
CORE S&P MCP ETF
ANTM
0.89%
COM
NKE
0.85%
CL B
UNH
0.85%
COM
BDX
0.85%
COM
INTC
0.83%
COM
TD
0.81%
COM NEW
VRP
0.81%
VAR RATE PFD
CB
0.79%
COM
JEC
0.75%
COM
ACN
0.73%
SHS CLASS A
KMB
0.73%
COM
BIV
0.7%
INTERMED TERM
AFL
0.69%
COM
ORCL
0.68%
COM
VTIP
0.66%
STRM INFPROIDX
BRK.B
0.66%
CL B NEW
DIS
0.65%
COM DISNEY
IWR
0.64%
RUS MID-CAP ETF
AMGN
0.64%
COM
PEP
0.64%
COM
USB
0.63%
COM NEW
MTB
0.63%
COM
IJR
0.62%
CORE S&P SCP ETF
VXF
0.62%
EXTEND MKT ETF
SHYG
0.6%
0-5YR HI YL CP
FLRN
0.6%
INV GRD FLT RT
NEE
0.59%
COM
SJNK
0.58%
SHT TRM HGH YLD
VZ
0.57%
COM
DWDP
0.57%
COM
JPM
0.57%
COM
ITW
0.57%
COM
VLO
0.56%
COM
MCD
0.55%
COM
UNP
0.54%
COM
GNTX
0.53%
COM
PAYX
0.53%
COM
VBR
0.52%
SM CP VAL ETF
BSV
0.51%
SHORT TRM BOND
CVX
0.51%
COM
DLS
0.51%
INTL SMCAP DIV
VTEB
0.5%
TAX-EXEMPT BD
ETN
0.49%
SHS
MA
0.49%
CL A
CL
0.49%
COM
RMD
0.48%
COM
HON
0.48%
COM
NATI
0.48%
COM
EEM
0.46%
MSCI EMG MKT ETF
VNQ
0.45%
REIT ETF
OXY
0.45%
COM
T
0.44%
COM
WM
0.44%
COM
SRE
0.43%
COM
BAX
0.43%
COM
WAT
0.43%
COM
GPN
0.41%
COM
LQD
0.41%
IBOXX INV CP ETF
V
0.41%
COM CL A
TSM
0.41%
SPONSORED ADR
BAC
0.4%
COM
XOM
0.4%
COM
VIOO
0.4%
SMLLCP 600 IDX
IWM
0.4%
RUSSELL 2000 ETF
CFR
0.39%
COM
MPC
0.39%
COM
WTR
0.38%
COM
BNDX
0.38%
INTL BD IDX ETF
HRL
0.38%
COM
OMC
0.37%
COM
CVS
0.37%
COM
BBT
0.37%
COM
CTXS
0.36%
COM
EMR
0.36%
COM
SWK
0.36%
COM
FB
0.36%
CL A
BMS
0.36%
COM
ABT
0.34%
COM
FDS
0.34%
COM
HSIC
0.34%
COM
ABBV
0.34%
COM
VOO
0.34%
SHS
COST
0.33%
COM
SDY
0.33%
S&P DIVID ETF
MMM
0.33%
COM
MDY
0.33%
UTSER1 S&PDCRP
AZO
0.32%
COM
GLW
0.31%
COM
FICO
0.31%
COM
AVY
0.3%
COM
STZ
0.3%
CL A
UTX
0.3%
COM
GIS
0.3%
COM
BMY
0.3%
COM
NVS
0.29%
SPONSORED ADR
RTN
0.29%
COM NEW
APD
0.29%
COM
CSX
0.28%
COM
TLK
0.28%
SPONSORED ADR
IVOO
0.27%
MIDCP 400 IDX
CVA
0.27%
COM
DEM
0.27%
EMERG MKTS ETF
EPD
0.27%
COM
IWD
0.27%
RUS 1000 VAL ETF
VNQI
0.27%
GLB EX US ETF
GD
0.26%
COM
MDT
0.26%
SHS
DHR
0.26%
COM
DGX
0.26%
COM
QCOM
0.25%
COM
XT
0.25%
EXPONEN TECHNO
DRI
0.25%
COM
BA
0.25%
COM
ALV
0.25%
COM
RDS/A
0.25%
SPONS ADR A
UPS
0.25%
CL B
UGI
0.24%
COM
TJX
0.24%
COM
SCZ
0.24%
EAFE SML CP ETF
PSX
0.24%
COM
LOW
0.24%
COM
EV
0.24%
COM NON VTG
IWB
0.24%
RUS 1000 ETF
BLK
0.23%
COM
LINDE PL...
0.23%
OTHER
LNT
0.23%
COM
LLY
0.23%
COM
CAT
0.23%
COM
HD
0.23%
COM
TROW
0.23%
COM
IWF
0.23%
RUS 1000 GRW ETF
EA
0.22%
COM
MMP
0.22%
COM UNIT RP LP
PGX
0.22%
PFD ETF
BRK.A
0.21%
CL A
XLF
0.21%
SBI INT-FINL
AXP
0.21%
COM
SBUX
0.21%
COM
IR
0.2%
SHS
WFC
0.2%
COM
MSI
0.2%
COM NEW
ADI
0.19%
COM
CRM
0.19%
COM
BND
0.19%
TOTAL BND MRKT
FLOT
0.19%
FLTG RATE BD ETF
A
0.19%
COM
APC
0.19%
COM
DE
0.19%
COM
MCK
0.18%
COM
PM
0.18%
COM
SPY
0.18%
TR UNIT
AWK
0.18%
COM
WH
0.17%
COM
DNKN
0.17%
COM
RPM
0.17%
COM
WHR
0.16%
COM
ATVI
0.16%
COM
WYN
0.15%
COM
IBM
0.15%
COM
VXUS
0.15%
VG TL INTL STK F
FRA
0.15%
COM
CE
0.14%
COM SER A
CAC
0.14%
COM
SU
0.14%
COM
HAS
0.14%
COM
MFC
0.13%
COM
DWX
0.13%
S&P INTL ETF
NVDA
0.13%
COM
VGK
0.13%
FTSE EUROPE ETF
CHD
0.13%
COM
TXN
0.13%
COM
BF/B
0.13%
CL B
ICE
0.13%
COM
ED
0.13%
COM
MIDD
0.13%
COM
CMI
0.13%
COM
XEL
0.12%
COM
WEC
0.12%
COM
ENB
0.12%
COM
PGR
0.12%
COM
SON
0.12%
COM
IBB
0.12%
NASDQ BIOTEC ETF
D
0.11%
COM
SCHW
0.11%
COM
APH
0.11%
CL A
OKE
0.11%
COM
INTU
0.11%
COM
PFF
0.11%
U.S. PFD STK ETF
KSU
0.11%
COM NEW
RCL
0.11%
COM
TEAM
0.1%
CL A
AMT
0.1%
COM
EMB
0.1%
JP MOR EM MK ETF
UN
0.1%
N Y SHS NEW
CLX
0.1%
COM
GOOG
0.1%
CAP STK CL C
HFC
0.1%
COM
HRS
0.1%
COM
KO
0.1%
COM
VFC
0.1%
COM
MTD
0.1%
COM
PNC
0.09%
COM
OLED
0.09%
COM
DGS
0.09%
EMG MKTS SMCAP
VYM
0.09%
HIGH DIV YLD
EXC
0.09%
COM
MCHP
0.09%
COM
CHL
0.09%
SPONSORED ADR
COP
0.08%
COM
MO
0.08%
COM
PANW
0.08%
COM
VNE
0.08%
COM
HAL
0.08%
COM
KMI
0.07%
COM
IEMG
0.07%
CORE MSCI EMKT
LLL
0.07%
COM
BHP
0.07%
SPONSORED ADR
GMM
0.07%
EMERG MKTS ETF
JNK
0.07%
BRC HGH YLD BD
ILMN
0.07%
COM
BP
0.07%
SPONSORED ADR
WBA
0.07%
COM
AON
0.07%
SHS CL A
PYPL
0.07%
COM
STT
0.06%
COM
EQT
0.06%
COM
HIG
0.06%
COM
SLB
0.06%
COM
JHMM
0.06%
MULTIFACTOR MI
DUK
0.06%
COM NEW
WRB
0.06%
COM
MNST
0.06%
COM
VOYA
0.06%
COM
MDLZ
0.05%
CL A
NFLX
0.05%
COM
ICF
0.05%
COHEN&STEER REIT
AGN
0.05%
SHS
RIO
0.05%
SPONSORED ADR
WU
0.05%
COM
ARW
0.05%
COM
TMUS
0.05%
COM
NUE
0.05%
COM
EXAS
0.05%
COM
SPLK
0.05%
COM
WASH
0.05%
COM
DVA
0.05%
COM
MOO
0.04%
AGRIBUSINESS ETF
SIVB
0.04%
COM
IEI
0.04%
3-7 YR TR BD ETF
CYAN
0.04%
COM PAR $0.02
SO
0.04%
COM
SBAC
0.04%
CL A
VYMI
0.04%
INTL HIGH ETF
VO
0.04%
MID CAP ETF
IDXX
0.04%
COM
XLU
0.04%
SBI INT-UTILS
UL
0.04%
SPON ADR NEW
TKR
0.04%
COM
PRU
0.04%
COM
WDC
0.04%
COM
ITT
0.04%
COM
PPL
0.04%
COM
WAB
0.04%
COM
GSK
0.04%
SPONSORED ADR
FDX
0.03%
COM
FLO
0.03%
COM
HQH
0.03%
SH BEN INT
GE
0.03%
COM
UBNK
0.03%
COM
RVT
0.03%
COM
PBI
0.02%
COM
JPS
0.02%
COM
OPTT
< 0.01%
COM PAR $
PX
0.46%
COM
GILD
0.26%
COM
LH
0.2%
COM NEW
COL
0.16%
COM
WYNN
0.14%
COM
MU
0.13%
COM
BABA
0.12%
SPONSORED ADS
PSK
0.11%
WELLS FG PFD ETF
FLR
0.1%
COM
IVZ
0.09%
SHS
ALLY
0.09%
COM
AET
0.08%
COM
ABC
0.07%
COM
GS
0.07%
COM
BK
0.07%
COM
BNS
0.06%
COM
RDC
0.06%
SHS CL A
IP
0.05%
COM
KHC
0.05%
COM
STI
0.05%
COM
EOG
0.05%
COM
ALGN
0.05%
COM
VFQY
0.05%
US QUALITY
GM
0.04%
COM
SWKS
0.04%
COM
SPGI
0.04%
COM
TAP
0.04%
CL B
SYF
0.04%
COM
MGM
0.04%
COM
BOKF
0.04%
COM NEW
SYK
0.03%
COM
NOC
0.03%
COM
NSC
0.03%
COM
FISV
0.03%
COM
BUD
0.03%
SPONSORED ADR
VAW
0.03%
MATERIALS ETF
WMB
0.03%
COM
WP
0.03%
CL A
VDE
0.03%
ENERGY ETF
BIIB
0.03%
COM
F
0.03%
COM PAR $0.01
TK
0.01%
COM