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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
7
0
6
0
0
0
8
5
8
COE CAPITAL MANAGEMENT LLC

Time Period2019-03-31

Total Holdings80

Total Value ($x1000)86,078
Activities
New9

Increased15

Unchanged8

Decreased48

Sold Out10

Top 10 Stock Holdingstotal 31.5%
BSV4.99

AMZN3.33

VEU3.1

VEA3.06

MTZ3

 
ABT2.94

JPM2.94

VMC2.74

WCN2.72

GOOG2.68

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BSV
4.99%
SHORT TRM BOND
AMZN
3.33%
COM
VEU
3.1%
ALLWRLD EX US
VEA
3.06%
FTSE DEV MKT ETF
MTZ
3%
COM
ABT
2.94%
COM
JPM
2.94%
COM
VMC
2.74%
COM
WCN
2.72%
COM
GOOG
2.68%
CAP STK CL C
ABBV
2.27%
COM
AAPL
2.21%
COM
BAH
2.18%
CL A
COST
2.07%
COM
NCLH
2%
SHS
CSJ
1.98%
1-3 YR CR BD ETF
TGT
1.94%
COM
VWO
1.93%
FTSE EMR MKT ETF
DAL
1.88%
COM NEW
VTI
1.83%
TOTAL STK MKT
UPS
1.76%
CL B
CME
1.71%
COM
SCHW
1.7%
COM
IVV
1.65%
CORE S&P500 ETF
BND
1.61%
TOTAL BND MRKT
TRMB
1.46%
COM
PXD
1.39%
COM
FIVN
1.38%
COM
HUM
1.32%
COM
GER
1.23%
COM
VRNS
1.22%
COM
VUG
1.13%
GROWTH ETF
GSLC
1.09%
EQUITY ETF
EEFT
1.08%
COM
SLRC
1.02%
COM
CVGW
0.99%
COM
ABMD
0.97%
COM
VIG
0.96%
DIV APP ETF
ERI
0.91%
COM
BOOT
0.86%
COM
LGND
0.86%
COM NEW
HZO
0.86%
COM
GBDC
0.85%
COM
IWM
0.82%
RUSSELL 2000 ETF
HDV
0.82%
HIGH DIVIDND ETF
OAK
0.75%
UNIT 99/99/9999
PWZ
0.73%
CALIF AMT MUN
RHP
0.72%
COM
HHC
0.71%
COM
SWKS
0.71%
COM
VTV
0.7%
VALUE ETF
CMF
0.7%
CALI AMT-FRE ETF
CACI
0.68%
CL A
CBG
0.64%
CL A
SGMS
0.64%
CL A
QNST
0.63%
COM
JMF
0.63%
COM
BX
0.62%
COM UNIT LTD
BIV
0.61%
INTERMED TERM
HUBG
0.59%
CL A
VB
0.58%
SMALL CP ETF
SCHF
0.57%
INTL EQTY ETF
VV
0.57%
LARGE CAP ETF
PLT
0.57%
COM
EEM
0.52%
MSCI EMG MKT ETF
CIU
0.52%
INTERM CR BD ETF
X
0.51%
COM
BXMT
0.47%
COM CL A
KYN
0.46%
COM
IJR
0.42%
CORE S&P SCP ETF
BAC
0.39%
COM
JFR
0.37%
COM
NAC
0.37%
COM
GMS
0.35%
COM
DIAL
0.35%
I DIVERSIFID FXD
AGG
0.32%
CORE TOTUSBD ETF
JQC
0.32%
COM SHS
PAGP
0.3%
LTD PARTNR INT A
VBK
0.26%
SML CP GRW ETF
LTS
0.22%
COM
FAST
1.61%
COM
WMT
1.32%
COM
FDX
1.14%
COM
RNG
1.02%
CL A
MCK
0.86%
COM
PRIM
0.64%
COM
KAR
0.47%
COM
FLGE
0.29%
LG CP GRTH ENH
V
0.26%
COM CL A
GLD
0.25%
GOLD SHS