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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.
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Value
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Small
Growth
8
2
10
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9
4
9
COE CAPITAL MANAGEMENT LLC

Time Period2017-12-31

Total Holdings88

Total Value ($x1000)94,671
Activities
New3

Increased14

Unchanged25

Decreased46

Sold Out6

Top 10 Stock Holdingstotal 28.56%
VEA4.15

JPM3.06

VEU2.93

RGC2.83

AMZN2.72

 
VWO2.72

ABBV2.67

BSV2.62

GOOG2.46

MTZ2.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEA
4.15%
FTSE DEV MKT ETF
JPM
3.06%
COM
VEU
2.93%
ALLWRLD EX US
RGC
2.83%
CL A
AMZN
2.72%
COM
VWO
2.72%
FTSE EMR MKT ETF
ABBV
2.67%
COM
BSV
2.62%
SHORT TRM BOND
GOOG
2.46%
CAP STK CL C
MTZ
2.4%
COM
SCHW
2.19%
COM
WCN
2.19%
COM
ABT
2.13%
COM
DAL
2.13%
COM NEW
COST
2.08%
COM
LM
2.01%
COM
VMC
1.97%
COM
FAST
1.91%
COM
BAH
1.82%
CL A
HAS
1.75%
COM
MCK
1.69%
COM
NCR
1.62%
COM
VTI
1.58%
TOTAL STK MKT
GER
1.53%
COM
CME
1.53%
COM
PXD
1.47%
COM
BND
1.43%
TOTAL BND MRKT
CSJ
1.39%
1-3 YR CR BD ETF
FIVN
1.32%
COM
IVV
1.31%
CORE S&P500 ETF
AGN
1.24%
SHS
X
1.2%
COM
GMS
1.2%
COM
ABMD
1.18%
COM
CVGW
1.16%
COM
USCR
1.15%
COM NEW
SGMS
1.13%
CL A
DY
1.1%
COM
VRNS
1.06%
COM
PRIM
1.04%
COM
RNG
1.03%
CL A
HZO
1%
COM
SLRC
0.98%
COM
LGND
0.98%
COM NEW
LCII
0.96%
COM
VUG
0.93%
GROWTH ETF
PGEM
0.92%
COM
KAR
0.85%
COM
GOGO
0.81%
COM
EEFT
0.79%
COM
CACI
0.77%
CL A
SWKS
0.72%
COM
TYG
0.71%
COM
IWM
0.7%
RUSSELL 2000 ETF
IJR
0.64%
CORE S&P SCP ETF
CBG
0.61%
CL A
GSLC
0.58%
EQUITY ETF
CAH
0.55%
COM
AGG
0.54%
CORE TOTUSBD ETF
OAK
0.53%
UNIT 99/99/9999
VB
0.52%
SMALL CP ETF
VTV
0.49%
VALUE ETF
BX
0.49%
COM UNIT LTD
OSIS
0.46%
COM
KYN
0.44%
COM
VIG
0.44%
DIV APP ETF
BXMT
0.4%
COM CL A
HDV
0.39%
HIGH DIVIDND ETF
AMGN
0.38%
COM
VV
0.38%
LARGE CAP ETF
AAPL
0.38%
COM
AMLP
0.36%
ALERIAN MLP
GBDC
0.34%
COM
IJH
0.34%
CORE S&P MCP ETF
JQC
0.31%
COM SHS
DSL
0.31%
COM
FLGE
0.3%
LG CP GRTH ENH
FIGY
0.27%
BARC YLD ETN LKD
MSFT
0.27%
COM
BIV
0.26%
INTERMED TERM
CMF
0.25%
CALI AMT-FRE ETF
NAC
0.25%
COM
HD
0.25%
COM
BAC
0.24%
COM
LTS
0.23%
COM
VBK
0.22%
SML CP GRW ETF
PWZ
0.22%
CALI MUNI ETF
CLNS
0.18%
COM
NCR
1.78%
CALL
NWL
1.58%
COM
TACO
0.97%
COM
FIG
0.8%
CL A
PAGP
0.6%
LTD PARTNR INT A
TWO
0.18%
COM