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FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX on MA, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX held 22,657 MA shares at 2019-12-31 per its 13F-HR filed 2020-02-11.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 22,657 shares
    Change vs previous 13F +130 shares

    1.77% of the 13F portfolio, value $6,765,000.

    13F-HR 0001079373-20-000001 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-09-30
    13F 22,527 shares
    Change vs previous 13F +177 shares

    1.63% of the 13F portfolio, value $6,118,000.

    13F-HR 0001079373-19-000004 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-06-30
    13F 22,350 shares
    Change vs previous 13F -449 shares

    1.67% of the 13F portfolio, value $5,912,000.

    13F-HR 0001079373-19-000003 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-03-31
    13F 22,799 shares
    Change vs previous 13F -165 shares

    1.56% of the 13F portfolio, value $5,368,000.

    13F-HR 0001079373-19-000002 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-12-31
    13F 22,964 shares
    Change vs previous 13F -241 shares

    1.37% of the 13F portfolio, value $4,332,000.

    13F-HR 0001079373-19-000001 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2018-09-30
    13F 23,205 shares
    Change vs previous 13F -16 shares

    1.44% of the 13F portfolio, value $5,166,000.

    13F-HR 0001079373-18-000005 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-06-30
    13F 23,221 shares
    Change vs previous 13F -1,438 shares

    1.38% of the 13F portfolio, value $4,563,000.

    13F-HR 0001079373-18-000003 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2018-03-31
    13F 24,659 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $4,319,000.

    13F-HR 0001079373-18-000002 filed by FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).