FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX

Q4 2019 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    148

  • Value ($000)

    $382,496

  • Date Filed
    02/11/2020
  • Form type
    13F-HR
  • CIK
    0001079373
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2019 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
EPD
EPD

Enterprise Products Partners

LTD
293792107
$13.29M
4 %

213,876

AMT
AMT

AMERICAN TOWER CORP NEW

COM
03027X100
$13.26M
4 %

57,711

BA
BA

BOEING CO

COM
097023105
$10.99M
3 %

33,724

GOOD
GOOD

GLADSTONE COML CORP

COM
376536108
$10.07M
3 %

460,682

HD
HD

HOME DEPOT INC

COM
437076102
$10.07M
3 %

46,103

AMZN
AMZN

AMAZON COM INC

COM
023135106
$9.71M
3 %

5,255

EPD
EPD

ENTERPRISE PRODS PARTNERS L

COM
293792107
$9.50M
3 %

337,419

AAPL
AAPL

APPLE INC

COM
037833100
$8.86M
2 %

30,179

MRK
MRK

MERCK & CO INC

COM
58933Y105
$8.69M
2 %

95,550

MMP
MMP

MAGELLAN MIDSTREAM PRTNRS LP

COM UNIT RP LP
559080106
$8.59M
2 %

136,658

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