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Harborview Advisors

Harborview Advisors is an investment advisor in Portland with $225.33M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
471967585
SEC advisor number
801-80307
FINRA CRD number
173012
AUM ?
$225.33M (as of 23 Apr 21)
Accounts
821 (as of 23 Apr 21)
Employees
6 (6 investment advisory or research)
Address
Harborview Advisors
ONE CITY CENTER - 8TH FLOOR
PORTLAND
ME 04101
Phone
(207) 775-4900

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 106 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$17.27M 446.29K 443.77K +0.6
$15.41M 160.8K 150.53K +6.8
$12.23M 260.91K 260.73K +0.1
$10.54M 71.2K 71.83K -0.9
$9.4M 251.99K 241.39K +4.4
$8.31M 123.08K 127.44K -3.4
$7.11M 296.76K 296.41K +0.1
$5.83M 35.47K 35.18K +0.8
$4.94M 74.63K 74.63K 0
$4.39M 58.02K 58.03K -0.0
$4.24M 31.34K 29.21K +7.3
$3.77M 46.03K 45.26K +1.7
$3.41M 39.15K 39.58K -1.1
$3.07M 21.28K 21.2K +0.4
$2.95M 20.82K 20.66K +0.8
$2.79M 37.5K 37.27K +0.6
$2.48M 37.17K 36.69K +1.3
$2.05M 67.37K 73.47K -8.3
$1.99M 25.38K 23.71K +7.0
$1.87M 49.32K 47.05K +4.8
$1.74M 44.58K 44.99K -0.9
$1.67M 21.74K 21.77K -0.2
$1.59M 24.88K 25.74K -3.3
$1.57M 15.66K 15.66K 0
$1.54M 20.89K 20.89K -0.0
$1.45M 10.4K 10.46K -0.5
$1.45M 48.77K 46.77K +4.3
$1.31M 5.56K 5.65K -1.7
$1.22M 23.7K 24.71K -4.1
Nushares Etf TR (NUVEEN ESG LRGVL)
$1.12M 29.9K 28.7K +4.2
Nushares Etf TR (NUVEEN ESG LRGCP)
$1.11M 16.98K 16.42K +3.4
Nushares Etf TR (NUVEEN ESG SMLCP)
$1.09M 25.14K 23.68K +6.2
$1.02M 7.04K 7.04K -0.1
$962K 6.15K 6.16K -0.2
Nushares Etf TR (NUVEEN ESG EMRGN)
$960K 28.34K 25.65K +10.5
$946K 22.81K 21.75K +4.9
$945K 32.18K NEW
$938K 11.84K 11.86K -0.1
$902K 5.33K 5.33K +0.1
$889K 6.84K 6.82K +0.2
$886K 8.51K 8.51K 0
$864K 8.39K 8.4K -0.2
$833K 2.98K 2.96K +0.4
$818K 5.17K 5.26K -1.8
$816K 15.04K 10.88K +38.2
$796K 10.73K 10.18K +5.4
Nushares Etf TR (NUVEEN ESG MIDVL)
$782K 21.54K 19.79K +8.9
$774K 1.25K 1.25K 0
$746K 7.41K 7.37K +0.6
$731K 26.57K 26.24K +1.3
Holdings list only includes long positions. Only includes long positions.

Calendar

6 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings