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
32
4
1
2
2
1
26
2
1
W G SHAHEEN ASSOCIATES DBA WHITNEY CO

Time Period2019-03-31

Total Holdings102

Total Value ($x1000)441,836
Activities
New4

Increased45

Unchanged9

Decreased44

Sold Out15

Top 10 Stock Holdingstotal 33.97%
CSJ5.28

AAPL4.97

AGG4.04

NEAR3.89

MSFT3.09

 
ITOT2.81

FB2.64

IUSB2.48

CSCO2.44

CMCSA2.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CSJ
5.28%
1-3 YR CR BD ETF
AAPL
4.97%
COM
AGG
4.04%
CORE TOTUSBD ETF
NEAR
3.89%
SHT MAT BD ETF
MSFT
3.09%
COM
ITOT
2.81%
CORE S&P TTL STK
FB
2.64%
CL A
IUSB
2.48%
CORE TL USD BD
CSCO
2.44%
COM
CMCSA
2.33%
CL A
UTX
2.27%
COM
STZ
2.1%
CL A
INTC
2.09%
COM
BA
2.03%
COM
JPM
1.95%
COM
NTR
1.89%
COM
PYPL
1.85%
COM
GOOGL
1.81%
CAP STK CL A
LOW
1.77%
COM
DISCA
1.68%
COM SER A
MRK
1.67%
COM
NSC
1.67%
COM
PAYX
1.65%
COM
GIL
1.56%
COM
GOOG
1.53%
CAP STK CL C
MCK
1.47%
COM
ETFC
1.47%
COM NEW
MDLZ
1.38%
CL A
LUV
1.23%
COM
PG
1.22%
COM
CVX
1.21%
COM
COP
1.2%
COM
AMT
1.17%
COM
COST
1.13%
COM
BLK
1.11%
COM
BDX
1.11%
COM
AMGN
1.1%
COM
PSX
1.08%
COM
LSXMA
1.05%
COM A SIRIUSXM
DKS
1.05%
COM
ABBV
0.99%
COM
SCHW
0.99%
COM
PNC
0.99%
COM
CI
0.98%
COM
PFF
0.98%
U.S. PFD STK ETF
WRB
0.97%
COM
HAL
0.97%
COM
TJX
0.96%
COM
TIP
0.83%
TIPS BD ETF
RYAAY
0.76%
SPONSORED ADR NE
AGN
0.73%
SHS
GILD
0.72%
COM
EMB
0.67%
JP MOR EM MK ETF
SLB
0.62%
COM
EMN
0.59%
COM
TMP
0.55%
COM
WFC
0.53%
COM
JNJ
0.49%
COM
VZ
0.49%
COM
STI
0.42%
COM
AEP
0.31%
COM
AMZN
0.27%
COM
ANTM
0.25%
COM
IEFA
0.24%
CORE MSCI EAFE
ORCL
0.21%
COM
MCD
0.21%
COM
SYK
0.2%
COM
SPY
0.2%
TR UNIT
MMM
0.17%
COM
IBM
0.17%
COM
BAC
0.17%
COM
HBC/PA
0.17%
ADR A 1/40PF A
SYY
0.15%
COM
NYF
0.14%
NY AMTFRE MU ETF
KO
0.14%
COM
ISTB
0.14%
CORE STRM USBD
XOM
0.13%
COM
HRS
0.12%
COM
QQQ
0.12%
UNIT SER 1
WM
0.11%
COM
TIER
0.11%
COM NEW
SR
0.11%
COM
XLK
0.11%
TECHNOLOGY
PFE
0.1%
COM
IEMG
0.1%
CORE MSCI EMKT
NFLX
0.1%
COM
XLF
0.1%
SBI INT-FINL
T
0.09%
COM
MYN
0.09%
COM
IXUS
0.08%
CORE MSCITOTAL
MTB
0.08%
COM
BAX
0.07%
COM
GOVT
0.06%
U.S. TRS BD ETF
XRX
0.06%
COM NEW
PEP
0.06%
COM
DIS
0.06%
COM DISNEY
IDXX
0.05%
COM
GLD
0.05%
GOLD SHS
BABA
0.05%
SPONSORED ADS
WMT
0.05%
COM
MU
0.05%
COM
WIW
0.03%
COM
DY
0.53%
COM
EPD
0.25%
COM
NXPI
0.24%
COM
VMC
0.23%
COM
ANDX
0.12%
UNIT LP INT
XLI
0.11%
SBI INT-INDS
SWX
0.1%
COM
PCF
0.09%
SHS BEN INT
O
0.09%
COM
DWDP
0.07%
COM
XLE
0.07%
SBI INT-ENERGY
XLP
0.07%
SBI CONS STPLS
CVS
0.07%
COM
XLY
0.06%
SBI CONS DISCR
OIH
0.05%
OIL SVCS ETF