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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
2
9
0
0
1
8
4
10
COE CAPITAL MANAGEMENT LLC

Time Period2018-03-31

Total Holdings85

Total Value ($x1000)92,260
Activities
New4

Increased14

Unchanged21

Decreased46

Sold Out7

Top 10 Stock Holdingstotal 28.66%
VEA4

JPM3.19

BSV3.13

VEU3

VWO2.8

 
AMZN2.75

ABBV2.67

GOOG2.49

MTZ2.36

WCN2.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VEA
4%
FTSE DEV MKT ETF
JPM
3.19%
COM
BSV
3.13%
SHORT TRM BOND
VEU
3%
ALLWRLD EX US
VWO
2.8%
FTSE EMR MKT ETF
AMZN
2.75%
COM
ABBV
2.67%
COM
GOOG
2.49%
CAP STK CL C
MTZ
2.36%
COM
WCN
2.27%
COM
SCHW
2.23%
COM
ABT
2.23%
COM
COST
2.16%
COM
DAL
2.09%
COM NEW
LM
2%
COM
ACM
1.89%
COM
KNX
1.88%
CL A
FAST
1.88%
COM
BAH
1.82%
CL A
VMC
1.8%
COM
CME
1.69%
COM
HAS
1.66%
COM
MCK
1.58%
COM
VTI
1.57%
TOTAL STK MKT
PXD
1.53%
COM
FIVN
1.52%
COM
BND
1.47%
TOTAL BND MRKT
GER
1.45%
COM
ABMD
1.43%
COM
VRNS
1.37%
COM
AGN
1.31%
SHS
IVV
1.3%
CORE S&P500 ETF
RNG
1.3%
CL A
CSJ
1.27%
1-3 YR CR BD ETF
CVGW
1.27%
COM
LGND
1.23%
COM NEW
X
1.17%
COM
PGEM
1.1%
COM
HZO
1.04%
COM
SLRC
1.01%
COM
DY
1.01%
COM
GMS
0.97%
COM
KAR
0.93%
COM
PRIM
0.93%
COM
SGMS
0.92%
CL A
CACI
0.9%
CL A
COHR
0.84%
COM
USCR
0.84%
COM NEW
VUG
0.83%
GROWTH ETF
HTLD
0.82%
COM
SWKS
0.79%
COM
LCII
0.76%
COM
EEFT
0.75%
COM
IWM
0.73%
RUSSELL 2000 ETF
CBG
0.68%
CL A
GSLC
0.66%
EQUITY ETF
TYG
0.62%
COM
CAH
0.57%
COM
VB
0.53%
SMALL CP ETF
OAK
0.51%
UNIT 99/99/9999
BX
0.5%
COM UNIT LTD
IJR
0.49%
CORE S&P SCP ETF
VTV
0.49%
VALUE ETF
OSIS
0.47%
COM
VIG
0.43%
DIV APP ETF
GBDC
0.39%
COM
KYN
0.39%
COM
VV
0.38%
LARGE CAP ETF
BIV
0.37%
INTERMED TERM
AGG
0.37%
CORE TOTUSBD ETF
BXMT
0.36%
COM CL A
AMGN
0.35%
COM
AMLP
0.32%
ALERIAN MLP
HDV
0.32%
HIGH DIVIDND ETF
FLGE
0.32%
LG CP GRTH ENH
AAPL
0.31%
COM
JQC
0.31%
COM SHS
FIGY
0.26%
BARC YLD ETN LKD
CMF
0.25%
CALI AMT-FRE ETF
BAC
0.25%
COM
LTS
0.24%
COM
VBK
0.24%
SML CP GRW ETF
NAC
0.24%
COM
MSFT
0.23%
COM
PWZ
0.22%
CALI MUNI ETF
RGC
2.83%
CL A
NCR
1.62%
COM
GOGO
0.81%
COM
IJH
0.34%
CORE S&P MCP ETF
DSL
0.31%
COM
HD
0.25%
COM
CLNS
0.18%
COM