Managers / Q4 2018 · view latest →
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV
CIK 0000746504 · 1251 WATERFRONT PLACE, SUITE 510, PITTSBURGH, PA, 15222 · 4123917077
Reported Value
$806M
Q4 2018
Positions
689
Filings on Record
12
2019–present window
Filed
Feb 14, 2019
original filing
Summary
Mid Atlantic Financial Management Inc/Adv reported $806M in U.S.-listed holdings across 689 positions for Q4 2018.
Its largest position, Spdr S P 500 Etf Tr, represents 4.1% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 56.2% · $453M
- Common Stock · 30.2% · $243M
- Closed-End Fund · 7.8% · $63M
- Other · 3.8% · $30M
- ADR · 1.0% · $8M
- Other · 1.0% · $8M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2018
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2021 | $1.5B | 913 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.5B | 925 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.4B | 860 | May 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.3B | 803 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.1B | 753 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.0B | 747 | Aug 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $871M | 686 | May 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.1B | 736 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $937M | 701 | Nov 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $961M | 747 | Aug 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $917M | 730 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $806M | 689 | Feb 14, 2019 | 13F-HR | changes · 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 ↗.