- Name% Change
- KSU Kansas City Souther... 3.751%
• BARTON, C3 How do I update this listing?
Whitehelm Capital PTY LTD is based out of Barton. Their last reported 13F filing for Q1 2020 included $40,034,000 in managed 13F securities and a top 10 holdings concentration of 79.59%. Whitehelm Capital PTY LTD's largest holding is PPL Corp. (Pennsylvania Power & Light) with shares held of 145,971. Whalewisdom has at least 10 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
|Performance for Q1 2020:||-20.51%|
|Performance Last 4 Quarters:||-5.04%|