SEC 13F Intelligence

Managers / Q2 2019

HIGHLAND ASSOCIATES INC

CIK 0000716187 · 2545 HIGHLAND AVENUE SOUTH, SUITE 200, BIRMINGHAM, AL, 35205 · 205-933-8664

Reported Value
$699.0B
Q2 2019
Positions
7
Filings on Record
3
2019–present window
Filed
Aug 8, 2019
original filing

Summary

Highland Associates Inc reported $699.0B in U.S.-listed holdings across 7 positions for Q2 2019.

The portfolio is heavily concentrated: IVV alone accounts for 75.3% of reported value.

Compared with Q1 2019, the fund opened 4 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $593.4BQ4 ’18Q1 ’19: $704.0BQ1 ’19Q2 ’19: $699.0BQ2 ’19filingsflow.com

Portfolio Composition

By security type
ETP: 79.7%Common Stock: 20.3%
  • ETP · 79.7% · $557.1B
  • Common Stock · 20.3% · $141.9B

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2019$699.0B7Aug 8, 201913F-HRchanges · EDGAR ↗
Q1 2019$704.0B10Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$593.4B6Jan 15, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.