KP

Keel Point Advisors, LLC

13F
Keel Point Advisors, LLC
Last update 2015-02-06 64 Stocks (0 new)
Value $119.00 Mil Turnover 0 %
Countries:
Top Holdings: undefined(undefined%)
Summary Stock Picks Current Portfolio
Keel Point Advisors, LLC Top Holdings of 2014-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
270,388
50,941.0
0%
42.760
0%
0.040
+16.62%
+9.12%
665,045.7
 
VNQ
Vanguard Real Estate Index Fund ETF
226,732
18,365.0
0%
15.420
0%
0.050
+6.57%
+5.34%
34,160.0
 
VIG
Vanguard Dividend Appreciation FTF
97,238
7,892.0
0%
6.630
0%
0.020
+11.27%
+7.54%
90,463.3
 
VEA
Vanguard FTSE Developed Markets ETF
130,570
4,946.0
0%
4.150
0%
0.010
+12.17%
+23.27%
162,791.6
 
EFA
iShares MSCI EAFE ETF
77,546
4,718.0
0%
3.960
0%
0.010
+10.62%
+22.55%
65,684.1
 
EPD
Enterprise Products Partners LP
76,893
2,777.0
0%
2.330
0%
0.000
+3.57%
+5.03%
69,090.4
Oil & Gas
DVY
iShares Select Dividend ETF
20,104
1,596.0
0%
1.340
0%
0.010
+8.20%
+6.66%
20,189.8
 
IWM
iShares Russell 2000 ETF
13,343
1,596.0
0%
1.340
0%
0.000
+15.77%
+1.90%
64,925.9
 
DELISTED:BPL
Buckeye Partners LP
18,000
1,362.0
0%
1.140
0%
0.130
+1.15%
+50.78%
6,381.6
Oil & Gas
MMP
Magellan Midstream Partners LP
16,000
1,323.0
0%
1.110
0%
0.010
+17.06%
+45.65%
13,944.6
Oil & Gas

Keel Point Advisors, LLC's Historical Top Holdings Breakdowns

Keel Point Advisors, LLC Total Holding History ($B)

To

Keel Point Advisors, LLC's Asset Allocation

To

Keel Point Advisors, LLC Past Portfolios

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

Top Ranked Articles

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Keel Point Advisors, LLC's Hypothetical Growth since 2014-12-31

Keel Point Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Keel Point Advisors, LLC's Holdings Heat Map

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Keel Point Advisors, LLC's Holdings Bubble Chart

Keel Point Advisors, LLC News

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