Advertisement
Screener

KOPP INVESTMENT ADVISORS LLC Current Holdings: USA ETF

KOPP INVESTMENT ADVISORS LLC current holdings: USA ETF

KOPP INVESTMENT ADVISORS LLC reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 3 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are SPY, VTI, VCSH.

  • SPY: Country of operation —; Class TR UNIT; Shares 4,550; Value $984,000.
  • VTI: Country of operation —; Class TOTAL STK MKT; Shares 3,600; Value $401,000.
  • VCSH: Country of operation —; Class SHRT TRM CORP BD; Shares 4,000; Value $322,000.

Form 13F-HR as filed (SEC CIK 884306): quarter ended 2016-09-30, filed 2016-11-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
SPY
SPDR Trust Ser 1
TR UNIT4,550$984,0002016-09-302016-11-14
VTI
Vanguard Total Stock
TOTAL STK MKT3,600$401,0002016-09-302016-11-14
VCSH
Vanguard Short-Term Corporate
SHRT TRM CORP BD4,000$322,0002016-09-302016-11-14

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet