FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

13F Portfolio Filings

Latest 13F report
Q4 2019 - Feb 11, 2020
Value $
$360M
Signature - Title
Jeff Bouchard - Branch Manager
Location
13155 Noel Road, Suite 750, Dallas, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2019 146 $360M +$6.91M -$7.27M -$362K AMT, BA, GOOD, HD, AMZN 13F-HR 2/11/2020, 10:49 AM
Q3 2019 146 $351M +$6.49M -$5.69M +$800K BA, AMT, GOOD, HD, MMP 13F-HR 10/23/2019, 02:20 PM
Q2 2019 146 $353M +$7M -$3.22M +$3.78M BA, AMT, EPD, HD, AMZN 13F-HR 7/30/2019, 10:31 AM
Q1 2019 146 $344M +$6.77M -$11.5M -$4.69M BA, AMT, EPD, GOOD, HD 13F-HR 5/2/2019, 01:22 PM
Q4 2018 143 $295M +$10.1M -$5.09M +$4.97M BA, AMT, HD, MMP, GOOD 13F-HR 1/30/2019, 03:55 PM
Q3 2018 149 $336M +$3.44M -$3.78M -$338K BA, AMZN, HD, MMP, AMT 13F-HR 10/10/2018, 09:39 AM
Q2 2018 153 $330M +$3.11M -$11M -$7.94M BA, EPD, MMP, HD, AMT 13F-HR 8/10/2018, 09:45 AM
Q1 2018 154 $327M +$6.27M -$6.12M +$149K BA, AMT, EPD, BMY, MMP 13F-HR 4/30/2018, 10:39 AM
Q4 2017 154 $341M +$8.46M -$10.5M -$2.07M BA, MMP, EPD, AMT, HD 13F-HR 1/31/2018, 11:12 AM
Q3 2017 150 $334M +$13.5M -$6.81M +$6.71M BA, MMP, EPD, BMY, GOOD 13F-HR 11/13/2017, 12:53 PM
Q2 2017 150 $324M +$23.2M -$2.46M +$20.8M MMP, EPD, BA, GOOD, GEXXXX 13F-HR 8/3/2017, 11:51 AM
Q1 2017 142 $314M +$9.55M -$6.24M +$3.31M MMP, EPD, GEXXXX, BA, BMY 13F-HR 5/12/2017, 02:41 PM
Q4 2016 143 $303M +$9.94M -$10.3M -$401K MMP, GEXXXX, EPD, BMY, BA 13F-HR 2/13/2017, 09:16 AM
Q3 2016 150 $311M +$15.1M -$8.38M +$6.68M MMP, EPD, GEXXXX, BMY, SXL 13F-HR 11/9/2016, 09:54 AM
Q2 2016 150 $311M +$29.1M -$9.61M +$19.5M BMY, MMP, EPD, GEXXXX, SXL 13F-HR 8/12/2016, 10:47 AM
Q1 2016 142 $282M +$10.3M -$7.01M +$3.26M MMP, BMY, GEXXXX, EPD, SXL 13F-HR 5/13/2016, 11:29 AM
Q4 2015 144 $281M +$6.08M -$5.66M +$422K BMY, MMP, EPD, GEXXXX, SXL 13F-HR 2/12/2016, 09:26 AM
Q3 2015 152 $285M +$26M -$6.1M +$19.9M EPD, BMY, MMP, SXL, GEXXXX 13F-HR 11/12/2015, 02:46 PM
Q2 2015 165 $324M +$10.7M -$5.92M +$4.8M EPD, MMP, BMY, SXL, KMI 13F-HR 8/13/2015, 03:43 PM
Q1 2015 163 $341M +$5.42M -$8.42M -$3M EPD, MMP, SXL, KMI, BMY 13F-HR 5/14/2015, 01:58 PM
Q4 2014 168 $349M +$23.8M -$2.94M +$20.8M EPD, MMP, SXL, KMI, BMY 13F-HR 2/12/2015, 10:30 AM
Q3 2014 171 $354M +$16.1M -$4.73M +$11.3M EPD, SXL, MMP, GEXXXX, BMY 13F-HR 11/12/2014, 09:30 AM
Q2 2014 164 $357M +$19.6M -$1.89M +$17.7M EPD, SXL, MMP, GEXXXX, BMY 13F-HR 8/14/2014, 11:46 AM
Q1 2014 163 $331M +$10.1M -$2.07M +$8.04M EPD, SXL, MMP, BMY, GEXXXX 13F-HR 5/13/2014, 01:20 PM
Q4 2013 161 $318M EPD, SXL, MMP, GEXXXX, BMY 13F-HR 2/13/2014, 10:37 AM