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Stock Style
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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
8
0
7
1
0
0
9
5
7
COE CAPITAL MANAGEMENT LLC

Time Period2018-12-31

Total Holdings81

Total Value ($x1000)81,486
Activities
New15

Increased13

Unchanged15

Decreased38

Sold Out13

Top 10 Stock Holdingstotal 33.17%
BSV5.19

AMZN3.41

JPM3.4

ABT3.11

ABBV3.11

 
VEU3.11

MTZ3.05

BAH2.97

VEA2.93

GOOG2.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BSV
5.19%
SHORT TRM BOND
AMZN
3.41%
COM
JPM
3.4%
COM
ABT
3.11%
COM
ABBV
3.11%
COM
VEU
3.11%
ALLWRLD EX US
MTZ
3.05%
COM
BAH
2.97%
CL A
VEA
2.93%
FTSE DEV MKT ETF
GOOG
2.89%
CAP STK CL C
WCN
2.8%
COM
VMC
2.71%
COM
COST
2.68%
COM
DAL
2.24%
COM NEW
FIVN
2.07%
COM
CME
2.07%
COM
SCHW
2.03%
COM
VWO
2.02%
FTSE EMR MKT ETF
BND
1.77%
TOTAL BND MRKT
VTI
1.73%
TOTAL STK MKT
FAST
1.61%
COM
CSJ
1.61%
1-3 YR CR BD ETF
IVV
1.61%
CORE S&P500 ETF
WMT
1.32%
COM
TRMB
1.29%
COM
PXD
1.21%
COM
ABMD
1.18%
COM
VRNS
1.16%
COM
FDX
1.14%
COM
GER
1.14%
COM
VIG
1.1%
DIV APP ETF
SLRC
1.09%
COM
RNG
1.02%
CL A
GSLC
1%
EQUITY ETF
VUG
1%
GROWTH ETF
LGND
0.99%
COM NEW
CVGW
0.93%
COM
HZO
0.88%
COM
MCK
0.86%
COM
GBDC
0.83%
COM
EEFT
0.83%
COM
SCHF
0.82%
INTL EQTY ETF
QNST
0.82%
COM
HDV
0.8%
HIGH DIVIDND ETF
ERI
0.8%
COM
IWM
0.79%
RUSSELL 2000 ETF
HHC
0.76%
COM
SGMS
0.69%
CL A
UPS
0.67%
CL B
TGT
0.67%
COM
VTV
0.65%
VALUE ETF
OAK
0.65%
UNIT 99/99/9999
PRIM
0.64%
COM
SWKS
0.61%
COM
HUM
0.59%
COM
CACI
0.58%
CL A
JMF
0.58%
COM
JFR
0.58%
COM
BX
0.57%
COM UNIT LTD
BOOT
0.57%
COM
VB
0.55%
SMALL CP ETF
CBG
0.54%
CL A
VV
0.53%
LARGE CAP ETF
X
0.51%
COM
EEM
0.5%
MSCI EMG MKT ETF
KAR
0.47%
COM
IJR
0.47%
CORE S&P SCP ETF
BXMT
0.45%
COM CL A
KYN
0.43%
COM
BIV
0.42%
INTERMED TERM
GMS
0.37%
COM
NAC
0.36%
COM
AGG
0.33%
CORE TOTUSBD ETF
JQC
0.33%
COM SHS
FLGE
0.29%
LG CP GRTH ENH
AAPL
0.29%
COM
PAGP
0.27%
LTD PARTNR INT A
V
0.26%
COM CL A
GLD
0.25%
GOLD SHS
PWZ
0.25%
CALIF AMT MUN
LTS
0.19%
COM
KNX
2.53%
CL A
TARGET C...
2.03%
COM
ACM
1.64%
COM
HTLD
0.83%
COM
COHR
0.74%
COM
DY
0.67%
COM
USCR
0.59%
COM NEW
TYG
0.58%
COM
OSIS
0.51%
COM
VBK
0.23%
SML CP GRW ETF
CMF
0.23%
CALI AMT-FRE ETF
MSFT
0.22%
COM
BAC
0.2%
COM