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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
60
9
8
1
5
0
28
3
5
WELLINGTON SHIELDS CO LLC

Time Period2018-12-31

Total Holdings151

Total Value ($x1000)174,709
Activities
New29

Increased63

Unchanged29

Decreased30

Sold Out26

Top 10 Stock Holdingstotal 35.3%
ILMN12.63

MSFT4.79

JPM2.88

AES2.82

CASI2.49

 
BEL2.09

XOM2.02

GM1.9

PFE1.86

IBM1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
ILMN
12.63%
COM
MSFT
4.79%
COM
JPM
2.88%
COM
AES
2.82%
COM
CASI
2.49%
COM
BEL
2.09%
CL A
XOM
2.02%
COM
GM
1.9%
COM
PFE
1.86%
COM
IBM
1.82%
COM
VZ
1.65%
COM
T
1.63%
COM
DIS
1.58%
COM DISNEY
HON
1.52%
COM
AAPL
1.5%
COM
UNP
1.43%
COM
BMY
1.42%
COM
UEIC
1.38%
COM
PG
1.18%
COM
LLY
1.15%
COM
JNJ
1.14%
COM
DWDP
1.12%
COM
FSLR
1.1%
COM
KLXE
1.07%
COM
SPGI
1.03%
COM
ABBV
1%
COM
INTC
0.99%
COM
BA
0.97%
COM
ABT
0.96%
COM
CVX
0.94%
COM
WAAS
0.91%
SHS
CSCO
0.91%
COM
CI
0.86%
COM
ABB
0.85%
SPONSORED ADR
KMI
0.83%
COM
PEP
0.79%
COM
LMT
0.73%
COM
FIS
0.72%
COM
WPC
0.7%
COM
MRK
0.69%
COM
XON
0.64%
COM
PM
0.63%
COM
MMM
0.62%
COM
EFX
0.62%
COM
OKE
0.59%
COM
SPROTT I...
0.59%
COM
CMCSA
0.58%
CL A
KO
0.57%
COM
BP
0.56%
SPONSORED ADR
SMG
0.56%
CL A
MO
0.55%
COM
AXP
0.54%
COM
WM
0.54%
COM
WMT
0.52%
COM
WY
0.52%
COM
PNC
0.51%
COM
QCOM
0.5%
COM
APC
0.5%
COM
ENB
0.5%
COM
BXMT
0.48%
COM CL A
CAT
0.48%
COM
AMGN
0.47%
COM
COP
0.44%
COM
SO
0.43%
COM
C
0.42%
COM NEW
CSX
0.42%
COM
GLW
0.41%
COM
GIS
0.4%
COM
NEE
0.39%
COM
FMC
0.39%
COM NEW
BGS
0.38%
COM
NEM
0.38%
COM
GE
0.37%
COM
AMZN
0.37%
COM
GILD
0.37%
COM
UTX
0.37%
COM
BRK.B
0.36%
CL B NEW
V
0.36%
COM CL A
CVS
0.35%
COM
TIP
0.34%
TIPS BD ETF
GOOGL
0.34%
CAP STK CL A
BAX
0.32%
COM
AGN
0.32%
SHS
DGEAF
0.32%
COM
SEIC
0.32%
COM
DUK
0.31%
COM NEW
TRV
0.3%
COM
SHOP
0.3%
CL A
RDS/A
0.3%
SPONS ADR A
GOOG
0.3%
CAP STK CL C
ZTS
0.28%
CL A
BDX
0.27%
COM
FCX
0.27%
COM
CELG
0.26%
COM
GSK
0.26%
SPONSORED ADR
FLO
0.26%
COM
NSC
0.25%
COM
EMN
0.24%
COM
MDLZ
0.24%
CL A
WFC
0.23%
COM
GEO
0.23%
COM
AFL
0.23%
COM
DTE
0.23%
COM
KMB
0.22%
COM
THOMASVI...
0.21%
COM
TWTR
0.21%
COM
YUM
0.21%
COM
TRN
0.2%
COM
JCI
0.2%
SHS
MCD
0.2%
COM
KHC
0.2%
COM
SLB
0.19%
COM
CTWS
0.19%
COM
MOS
0.19%
COM
AWK
0.18%
COM
RIG
0.18%
REG SHS
DXC
0.18%
COM
VVC
0.18%
COM
MDT
0.18%
SHS
NVDA
0.18%
COM
ITW
0.17%
COM
SPG
0.16%
COM
TIF
0.16%
COM
XBI
0.16%
S&P BIOTECH
MET
0.16%
COM
VLO
0.15%
COM
SPY
0.15%
TR UNIT
HPQ
0.15%
COM
AVGO
0.15%
COM
CLX
0.14%
COM
SYY
0.14%
COM
IBB
0.14%
NASDQ BIOTEC ETF
MTB
0.14%
COM
CWT
0.14%
COM
IP
0.14%
COM
MSI
0.13%
COM NEW
TEL
0.12%
REG SHS
NUE
0.12%
COM
NFX
0.11%
COM
AMLP
0.1%
ALERIAN MLP
HPE
0.1%
COM
PBCT
0.09%
COM
AHH
0.08%
COM
CODI
0.08%
SH BEN INT
F
0.05%
COM PAR $0.01
CSU
0.04%
COM
TVA GROU...
0.01%
COM
WFT
0.01%
ORD
HOME SOL...
< 0.01%
COM
COASTAL ...
< 0.01%
COM
ISLET SC...
< 0.01%
COM
ESRX
1.68%
COM
TSG
0.51%
COM
JEF
0.39%
COM
AAL
0.27%
COM
WST
0.27%
COM
ATVI
0.2%
COM
NXPI
0.19%
COM
FDX
0.16%
COM
GRUB
0.15%
COM
UPS
0.15%
CL B
INO
0.14%
COM NEW
HEES
0.13%
COM
X
0.13%
COM
HD
0.13%
COM
SXT
0.12%
COM
NOC
0.12%
COM
CAG
0.12%
COM
CE
0.12%
COM SER A
AMD
0.12%
COM
VOD
0.12%
SPNSR ADR NO PAR
KKR
0.12%
CL A
PSX
0.11%
COM
XRX
0.11%
COM NEW
GEF/B
0.11%
CL B
WMB
0.11%
COM
NLY
0.06%
COM