SEC 13F Intelligence

Managers / Q2 2019 · view latest →

10-15 ASSOCIATES, INC.

CIK 0001511144 · 9 COATES DRIVE, GOSHEN, NY, 10924 · 845-294-2080

Reported Value
$461M
Q2 2019
Positions
99
Filings on Record
8
2019–present window
Filed
Aug 12, 2019
original filing

Summary

10-15 Associates, Inc. reported $461M in U.S.-listed holdings across 99 positions for Q2 2019.

Its largest position, BAC, represents 7.7% of the portfolio.

Compared with Q1 2019, the fund opened 3 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $409MQ4 ’18Q1 ’19: $465MQ1 ’19Q2 ’19: $461MQ2 ’19Q3 ’19: $486MQ3 ’19Q4 ’19: $530MQ4 ’19Q1 ’20: $429MQ1 ’20Q2 ’20: $496MQ2 ’20Q3 ’20: $516MQ3 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 74.7%Other: 12.3%ETP: 5.9%ADR: 3.7%MLP: 2.3%Other: 1.2%
  • Common Stock · 74.7% · $344M
  • Other · 12.3% · $57M
  • ETP · 5.9% · $27M
  • ADR · 3.7% · $17M
  • MLP · 2.3% · $11M
  • Other · 1.2% · $5M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2020$516M93Oct 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$496M97Jul 31, 202013F-HRchanges · EDGAR ↗
Q1 2020$429M93May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$530M101Jan 24, 202013F-HRchanges · EDGAR ↗
Q3 2019$486M98Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$461M99Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$465M98May 9, 201913F-HRchanges · EDGAR ↗
Q4 2018$409M92Feb 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 ↗.