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STRATEGIC WEALTH MANAGEMENT INC Current Holdings: USA Other Stocks

STRATEGIC WEALTH MANAGEMENT INC current holdings: USA Other Stocks

STRATEGIC WEALTH MANAGEMENT INC reported $0.02 billion in shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 5 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are Stone Ridge US Large Cap Risk, Harbor Capital Appreciation, Buffalo Discovery.

  • Stone Ridge US Large Cap Risk: Country of operation —; Class COM; Shares 493,592; Value $5,079,000.
  • Harbor Capital Appreciation: Country of operation —; Class COM; Shares 61,757; Value $3,503,000.
  • Buffalo Discovery: Country of operation —; Class COM; Shares 159,689; Value $3,119,000.
  • Dodge & Cox Stock: Country of operation United States; Class COM; Shares 13,900; Value $2,213,000.

Form 13F-HR as filed (SEC CIK 849854): quarter ended 2016-09-30, filed 2016-10-11. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
Stone Ridge US Large Cap Risk
CUSIP 861728806
COM493,592$5,079,0002016-09-302016-10-11
Harbor Capital Appreciation
CUSIP 411511504
COM61,757$3,503,0002016-09-302016-10-11
Buffalo Discovery
CUSIP 119530103
COM159,689$3,119,0002016-09-302016-10-11
Dodge & Cox Stock
CUSIP 256219106
United StatesCOM13,900$2,213,0002016-09-302016-10-11
Akre Focus Instl
CUSIP 742935125
COM75,387$1,824,0002016-09-302016-10-11

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