David Winters

David Winters

Last Update: 08-12-2016
Related: Wintergreen Fund

Number of Stocks: 8
Number of New Stocks: 0

Total Value: $269 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Winters's Portfolio

This page shows the Portfolio Holdings of David Winters at Wintergreen Advisors. It tells us what David Winters holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2016-06-30
Number of Stocks: 8
Total value: 269 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Consumer Defensive 56.2% 56.2% -2% 26.6903914591%
Real Estate 27.2% 27.2%
Technology 10.4% 10.4%
Industrials 5.4% 5.4%
Energy 0.8% 0.8% -0.7% 9.34163701068%
ETF, options, preferred 0.8% 0.8%

Please upgrade your membership to see Portfolio changes after 2016-06-30 here

Current Holdings | Past Portfolios: Premium Upgrade your membership

View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2016-06-30
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%)YTD Change(%)
CTO Consolidated-Tomoka Land CoReal Estate Services1,543,07573,25027.25%0026.60+4.55%-3.07%
MO Altria Group IncTobacco Products728,44150,23318.68%000.04-5.04%+11.27%
GOOGL Alphabet IncOnline Media19,92114,0155.21%000.00+17.14%+3.17%
GOOG Alphabet IncOnline Media20,00313,8445.15%000.00+14.66%+2.02%
UNP Union Pacific CorpTransportation & Logistics156,42613,6485.08%000.02+11.12%+22.54%
GD General Dynamics CorpAerospace & Defense5,6447860.29%000.00+13.58%+13.63%
BHI Baker Hughes IncOil & Gas - Services45,8072,0670.77%-50.00%-0.72%0.01+9.09%+7.63%
RAI Reynolds American IncTobacco Products1,872,969101,00937.57%-5.52%-1.98%0.13-5.89%+6.41%
KO Coca-Cola CoBeverages - Non-Alcoholic00 Sold Out-5.3%0.00-3.48%+0.33%
Premium Portfolio changes after 2016-06-30 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK