Heartwood Wealth Management Ltd (1645754) Portfolio


Number of Companies: 8
Inflow: $1,612 K
Outflow: $-151 K
Net Flow: $1,461 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 25,956 New Holding 25,956 $62.14 $1,612 $1,612
3060 21 Blackrock Inc (BLK) Investment Management 7 No Change 0 $342.53 $0 $2
2990 40 Mondelez International Inc-A (MDLZ) Packaged Food 16,200 No Change 0 $45.51 $0 $737
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 606 No Change 0 $93.74 $0 $56
2976 33 Oracle Corp (ORCL) Infrastructure Software 539 No Change 0 $40.93 $0 $22
229 1 Syngenta Ag (SYT) Agricultural Chemicals 1,075 No Change 0 $76.79 $0 $82
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 746 No Change 0 $55.84 $0 $41
2794 5 Marsh And Mclennan Cos (MMC) Insurance Brokers 0 Sold All -2,209 $68.46 $-151 $0