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
24
2
8
1
1
0
32
17
10
FERNWOOD INVESTMENT MANAGEMENT LLC

Time Period2018-09-30

Total Holdings166

Total Value ($x1000)189,217
Activities
New18

Increased39

Unchanged42

Decreased67

Sold Out9

Top 10 Stock Holdingstotal 30.69%
GBT7.71

MYOK5.28

PTLA3.23

IVV3.02

MO2.29

 
FB2.08

CVS1.88

GILD1.8

IYK1.71

BIIB1.69

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
GBT
7.71%
COM
MYOK
5.28%
COM
PTLA
3.23%
COM
IVV
3.02%
CORE S&P500 ETF
MO
2.29%
COM
FB
2.08%
CL A
CVS
1.88%
COM
GILD
1.8%
COM
IYK
1.71%
U.S. CNSM GD ETF
BIIB
1.69%
COM
IWM
1.63%
RUSSELL 2000 ETF
V
1.59%
COM CL A
UNP
1.44%
COM
DVY
1.44%
SELECT DIVID ETF
IJH
1.43%
CORE S&P MCP ETF
TPL
1.39%
SUB CTF PROP I T
PM
1.39%
COM
IWB
1.29%
RUS 1000 ETF
JNJ
1.28%
COM
IRM
1.24%
COM
GLNG
1.19%
SHS
MGK
1.18%
MEGA GRWTH IND
GOOGL
1.16%
CAP STK CL A
PSX
1.08%
COM
XOM
1.07%
COM
AGIO
1.03%
COM
BRK.A
1.01%
CL A
COP
1%
COM
MDT
0.97%
SHS
EMQQ
0.95%
EMQQ EM INTERN
ARCC
0.95%
COM
AAPL
0.95%
COM
IMGN
0.93%
COM
EFA
0.92%
MSCI EAFE ETF
AAXN
0.89%
COM
EMLP
0.85%
NO AMER ENERGY
BSX
0.85%
COM
WY
0.84%
COM
YUMC
0.82%
COM
AVYA
0.81%
COM
GOOG
0.81%
CAP STK CL C
SBAC
0.78%
CL A
ABBV
0.77%
COM
MNST
0.76%
COM
ABC
0.74%
COM
PFE
0.74%
COM
ILMN
0.73%
COM
BABA
0.71%
SPONSORED ADS
WMB
0.68%
COM
YUM
0.66%
COM
OLED
0.64%
COM
CTRP
0.6%
AMERICAN DEP SHS
SWKS
0.59%
COM
AMZN
0.56%
COM
UPS
0.51%
CL B
TSCO
0.51%
COM
EEM
0.5%
MSCI EMG MKT ETF
IBB
0.49%
NASDQ BIOTEC ETF
SYNA
0.47%
COM
BC
0.47%
COM
NFX
0.47%
COM
ADS
0.45%
COM
PFF
0.44%
U.S. PFD STK ETF
CLB
0.42%
COM
LYB
0.4%
SHS - A -
SAFT
0.4%
COM
MKC
0.4%
COM NON VTG
IPGP
0.4%
COM
TOTL
0.39%
SPDR TR TACTIC
QUAL
0.39%
MSCI USA QLT FAC
CBOE
0.39%
COM
CAT
0.38%
COM
ORLY
0.37%
COM
SAGE
0.36%
COM
MSFT
0.34%
COM
PYPL
0.34%
COM
WFC/PL
0.34%
PERP PFD CNV A
DWDP
0.34%
COM
AR
0.34%
COM
THRM
0.33%
COM
LIVN
0.32%
SHS
CY
0.32%
COM
DGRO
0.31%
CORE DIV GRWTH
OXY
0.31%
COM
WAT
0.31%
COM
MCD
0.3%
COM
CELG
0.3%
COM
ADP
0.29%
COM
JEF
0.29%
COM
BRK.B
0.29%
CL B NEW
XLV
0.27%
SBI HEALTHCARE
NFLX
0.26%
COM
IVW
0.26%
S&P 500 GRWT ETF
ECON
0.26%
EMRG MARKETS ETF
NOV
0.26%
COM
CWB
0.25%
BRC CNV SECS ETF
IWF
0.25%
RUS 1000 GRW ETF
XLK
0.25%
TECHNOLOGY
HSY
0.24%
COM
ABT
0.24%
COM
JAZZ
0.24%
SHS USD
LUV
0.24%
COM
ACN
0.23%
SHS CLASS A
ESRX
0.23%
COM
SPYG
0.23%
S&P 500 GROWTH
EWG
0.23%
MSCI GERMANY ETF
NUE
0.23%
COM
AGG
0.22%
CORE TOTUSBD ETF
ALGN
0.22%
COM
XLE
0.21%
SBI INT-ENERGY
XLY
0.21%
SBI CONS DISCR
FFIV
0.21%
COM
DHR
0.2%
COM
IR
0.2%
SHS
DLTR
0.19%
COM
CMG
0.19%
COM
HCP
0.19%
COM
VNQ
0.18%
REIT ETF
THRK
0.18%
RUSSELL 3000 ETF
SPYV
0.17%
S&P 500 VALUE
ARRS
0.17%
SHS
UNH
0.17%
COM
BKLN
0.17%
SR LN ETF
CL
0.17%
COM
TIP
0.16%
TIPS BD ETF
UBNT
0.16%
COM
FOMX
0.16%
SHS
CSCO
0.16%
COM
JNK
0.15%
BRC HGH YLD BD
CVX
0.15%
COM
GNRC
0.15%
COM
DVN
0.14%
COM
BA
0.14%
COM
IWD
0.14%
RUS 1000 VAL ETF
SLYG
0.13%
S&P 600 SMCP GRW
DLR
0.13%
COM
SLB
0.13%
COM
HDV
0.13%
HIGH DIVIDND ETF
DON
0.13%
MIDCAP DIVI FD
DIS
0.13%
COM DISNEY
DES
0.12%
SMALLCAP DIVID
AMLP
0.12%
ALERIAN MLP
KMI
0.12%
COM
HYG
0.12%
IBOXX HI YD ETF
MMP
0.12%
COM UNIT RP LP
MA
0.12%
CL A
MOO
0.11%
AGRIBUSINESS ETF
BOND
0.11%
TOTL RETN ETF
EXPE
0.11%
COM NEW
IWP
0.11%
RUS MD CP GR ETF
MTD
0.11%
COM
FHLC
0.11%
MSCI HLTH CARE I
BPMC
0.11%
COM
IEFA
0.11%
CORE MSCI EAFE
ATI
0.11%
COM
IWR
0.11%
RUS MID-CAP ETF
IDV
0.11%
INTL SEL DIV ETF
KO
0.11%
COM
PG
0.11%
COM
FDIS
0.11%
MSCI CONSM DIS
F
0.08%
COM PAR $0.01
CCXI
0.07%
COM
DHF
0.05%
SH BEN INT
VVR
0.05%
COM
STON
0.03%
COM UNITS
GERN
0.01%
COM
AIG
0.19%
COM NEW
CRUS
0.15%
COM
DERM
0.14%
COM
FTEC
0.12%
MSCI INFO TECH I
WPZ
0.11%
COM UNIT LTD PAR
EBAY
0.11%
COM
NSU
0.06%
COM
RAD
0.01%
COM
HMNY
< 0.01%