Dark
Light
System
Institutional Investment Manager
TCV Trust & Wealth Management, Inc.
TCV Trust & Wealth Management, Inc. (CIK: 0001135439) incorporated in Virginia, located at 9030 Stony Point Parkway, Richmond, VA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q1)
Portfolio Summary: 156 holdings with a total value of $555,529,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 REYNOLDS AMERICAN INC 4,319 217,000 0.04%
152 CONOCOPHILLIPS 5,331 215,000 0.04%
153 BERKSHIRE HATHAWAY INC DEL 1 213,000 0.04%
154 WISDOMTREE TR 2,700 200,000 0.04%
155 DEERE & CO 2,604 200,000 0.04%
156 BANK AMER CORP 12,072 163,000 0.03%
Page 4 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-060485, filed 2016.04.07).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.