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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
20
1
5
0
1
1
7
1
3
ROCK POINT ADVISORS LLC

Time Period2018-12-31

Total Holdings74

Total Value ($x1000)194,936
Activities
New7

Increased27

Unchanged13

Decreased27

Sold Out5

Top 10 Stock Holdingstotal 46.69%
KW6.64

AAPL5.49

C5.13

PUK4.98

CB4.74

 
CTL4.43

GILD4.24

TJX4.04

WPC3.58

VOD3.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
KW
6.64%
COM
AAPL
5.49%
COM
C
5.13%
COM NEW
PUK
4.98%
ADR
CB
4.74%
COM
CTL
4.43%
COM
GILD
4.24%
COM
TJX
4.04%
COM
WPC
3.58%
COM
VOD
3.42%
SPNSR ADR NO PAR
ING
3.33%
SPONSORED ADR
ACN
3.17%
SHS CLASS A
JEF
2.88%
COM
ZMH
2.83%
COM
ARRS
2.68%
SHS
FBP
2.58%
COM NEW
OC
2.52%
COM
TGI
2.52%
COM
EMO
2.26%
COM
BPOP
2.1%
COM NEW
SYK
2.1%
COM
GIS
1.89%
COM
SPWR
1.86%
COM
AMRC
1.56%
CL A
AIG
1.53%
COM NEW
MFGP
1.45%
SPON ADR NEW
CSCO
1.34%
COM
DAL
1.31%
COM NEW
GT
1.16%
COM
AMJ
1.14%
ALERIAN ML ETN
PGTI
1.08%
COM
AMG
1.04%
COM
WIA
0.83%
COM SH BEN INT
JNJ
0.51%
COM
PG
0.43%
COM
PFE
0.43%
COM
MSFT
0.4%
COM
FLRN
0.32%
INV GRD FLT RT
PEP
0.31%
COM
SDY
0.29%
S&P DIVID ETF
RELX
0.29%
SPONSORED ADR
GIM
0.28%
COM
BSV
0.28%
SHORT TRM BOND
XOM
0.26%
COM
CVX
0.26%
COM
MFL
0.26%
COM
HDP
0.25%
COM
MUI
0.25%
COM
DWDP
0.23%
COM
SCHX
0.23%
US LRG CAP ETF
WBA
0.17%
COM
DIS
0.17%
COM DISNEY
SCHM
0.17%
US MID-CAP ETF
SCHA
0.15%
US SML CAP ETF
KO
0.15%
COM
SCHF
0.14%
INTL EQTY ETF
BRK.B
0.14%
CL B NEW
EVV
0.13%
COM
PBCT
0.13%
COM
SCHP
0.13%
US TIPS ETF
SCHZ
0.13%
US AGGREGATE B
D
0.13%
COM
SPY
0.13%
TR UNIT
GE
0.12%
COM
SCHO
0.11%
SHT TM US TRES
EFT
0.11%
COM
WPM
0.11%
COM
SCHB
0.11%
US BRD MKT ETF
LMT
0.1%
COM
NNC
0.1%
COM
EIM
0.08%
COM
GG
0.07%
COM
MCR
0.04%
SH BEN INT
AUY
0.03%
COM
CBA
4.23%
COM
IBM
0.12%
COM
T
0.1%
COM
BBT
0.1%
COM
EGO
0.01%
COM