CP

Crow Point Partners, LLC

13F
Crow Point Partners, LLC
Last update 2020-02-17 70 Stocks (32 new)
Value $62.00 Mil Turnover 43 %
Countries:
Top Holdings: IJH(14.27%)JNK(8.78%)MUB(7.68%)AGG(4.96%)EWN(4.77%)
Summary Stock Picks Current Portfolio
Crow Point Partners, LLC Top Holdings of 2019-12-31 View Full List
Ticker
IJH
JNK
MUB
TLT CALL
AGG
EWN
EMLC
LEMB
RVT
SPY
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IJH
iShares Core S&P Mid-Cap ETF
393,805
8,871.0
+1,409.70%
14.270
+13.32%
0.030
+12.91%
+3.30%
98,088.6
 
JNK
SPDR Bloomberg High Yield Bond ETF
17,000
5,458.0
-4.67%
8.780
-0.01%
0.030
+3.99%
+5.04%
8,038.0
 
MUB
iShares National Muni Bond ETF
60,382
4,774.0
+314.14%
7.680
+5.83%
0.030
+0.35%
-1.39%
37,799.7
 
TLT CALL
iShares 20+ Year Treasury Bond ETF
25,500
3,455.0
0%
5.560
0%
0.020
-1.45%
+0.61%
47,753.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
36,853
3,081.0
-51.49%
4.960
-0.65%
0.000
+1.04%
+3.43%
128,080.6
 
EWN
iShares MSCI Netherlands ETF
9,192
2,965.0
-48.05%
4.770
-0.04%
0.110
+13.27%
+23.25%
262.4
 
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
VanEck J.P. Morgan EM Local Currency Bond ETF
56,277
1,907.0
+21.61%
3.070
+0.55%
0.040
+5.54%
+12.93%
3,625.3
 
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
iShares J.P. Morgan EM Local Currency Bond ETF
33,246
1,782.0
+343.28%
2.870
+2.22%
0.230
+5.35%
+12.36%
373.0
 
RVT
Royce Value Trust Inc
119,928
1,763.0
+22.69%
2.840
+0.53%
0.110
+13.75%
+1.60%
1,813.8
Asset Management
SPY
S&P 500 ETF TRUST ETF
15,432
1,689.0
+2.88%
2.720
+0.08%
0.000
+16.62%
+9.11%
655,857.5
 

Crow Point Partners, LLC's Historical Top Holdings Breakdowns

Crow Point Partners, LLC Total Holding History ($B)

To

Crow Point Partners, LLC's Asset Allocation

To

Crow Point Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Crow Point Partners, LLC's Hypothetical Growth since 2019-12-31

Crow Point Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Crow Point Partners, LLC's Holdings Heat Map

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Crow Point Partners, LLC's Holdings Bubble Chart

Crow Point Partners, LLC News

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