SEC 13F Intelligence

Managers / Q4 2018 · view latest →

Winslow, Evans & Crocker, Inc.

CIK 0001597409 · 175 FEDERAL ST.,, 6TH FLOOR, BOSTON, MA, 02110 · 617.896.3500

Reported Value
$298M
Q4 2018
Positions
1,461
Filings on Record
9
2019–present window
Filed
Jan 23, 2019
original filing

Summary

Winslow, Evans & Crocker, Inc. reported $298M in U.S.-listed holdings across 1,461 positions for Q4 2018.

Its largest position, MA, represents 2.4% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $298MQ4 ’18Q1 ’19: $352MQ2 ’19: $359MQ2 ’19Q3 ’19: $358MQ4 ’19: $393MQ4 ’19Q1 ’20: $304MQ2 ’20: $375MQ2 ’20Q3 ’20: $404MQ4 ’20: $528MQ4 ’20filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2018

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2020$528M1,834Feb 3, 202113F-HRchanges · EDGAR ↗
Q3 2020$404M1,450Oct 21, 202013F-HRchanges · EDGAR ↗
Q2 2020$375M1,510Jul 23, 202013F-HRchanges · EDGAR ↗
Q1 2020$304M1,469Apr 20, 202013F-HRchanges · EDGAR ↗
Q4 2019$393M1,506Jan 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$358M1,514Oct 16, 201913F-HRchanges · EDGAR ↗
Q2 2019$359M1,504Jul 19, 201913F-HRchanges · EDGAR ↗
Q1 2019$352M1,726Apr 22, 201913F-HRchanges · EDGAR ↗
Q4 2018$298M1,461Jan 23, 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 ↗.