BEACH INVESTMENT COUNSEL INC/PA

Latest statistics and disclosures from BEACH INVESTMENT COUNSEL INC/PA's latest quarterly 13F-HR filing:

BEACH INVESTMENT COUNSEL INC/PA portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Enterprise Products Partners 6.02 976574 66.30 0.00
MMP Magellan Midstream Partners 5.92 1007500 63.27 74.70
PAA Plains All American Pipeline 4.13 -3.00% 858408 51.77 56.96
DAL Delta Air Lines 4.07 1596323 27.47 36.31
ETE Energy Transfer Equity 3.91 514705 81.74 48.39
JNJ Johnson & Johnson 3.80 -18.00% 446973 91.59 100.42
Dcp Midstream Partners 3.46 740104 50.35 0.00
GOOG Google 3.36 -10.00% 32242 1120.71 531.00
AIG American International 3.16 665677 51.05 51.09
RHHBY Roche Holding 2.82 +13.00% 433538 70.05 36.38
JPM JPMorgan Chase & Co. 2.79 +628.00% 513628 58.48 55.86
Citi 2.57 531535 52.11 0.00
NSRGY Nestle SA Reg Shs. Ser. B Spons 2.53 370314 73.42 76.11
SLB Schlumberger 2.05 245132 90.11 102.62
American Airls 2.01 NEW 854750 25.25 0.00
CVS CVS Caremark Corporation 2.00 -6.00% 300127 71.57 73.38
V Visa 1.91 -5.00% 92525 222.67 208.21
MET MetLife 1.73 +38.00% 345060 53.92 52.04
MA MasterCard Incorporated 1.65 -2.00% 21305 835.44 73.45
Hldgs 1.65 -38.00% 469310 37.83 0.00
BA Boeing Company 1.61 -7.00% 126562 136.49 130.20
BLK BlackRock 1.57 +52.00% 53330 316.46 308.00
QCOM QUALCOMM 1.46 -7.00% 211428 74.25 80.50
GE General Electric Company 1.43 +260.00% 550437 28.03 26.60
COF Capital One Financial 1.43 +2.00% 201290 76.61 74.91
WFC Wells Fargo & Company 1.15 -13.00% 272256 45.40 49.47
TBBK Ban 1.12 670148 17.91 18.61
Anheuser-busch Inbev 1.05 106389 106.00 0.00
HD Home Depot 0.99 NEW 129770 82.34 79.03
CBI Chicago Bridge & Iron Company N.V. 0.99 NEW 127870 83.14 86.64
BUD Anheuser-Busch InBev NV 0.92 +10.00% 92825 106.46 108.72
NOV National-Oilwell Var 0.91 +3.00% 123015 79.53 82.71
JEC Jacobs Engineering 0.90 NEW 154200 62.99 64.33
PG Procter & Gamble Company 0.77 101682 81.41 79.94
UNP Union Pacific Corporation 0.73 +703.00% 46638 168.00 192.33
ABT Abbott Laboratories 0.70 +305.00% 197268 38.33 38.67
Volkswagen Ag Preferred - Germ 0.70 NEW 26700 281.50 0.00
Bayerische Motoren Werke A Gor 0.64 NEW 57750 118.84 0.00
VOD Vodafone 0.57 -7.00% 155307 39.31 36.03
RSO Resource Capital 0.52 -10.00% 951721 5.93 5.50
Nextera Energy 0.51 63496 85.63 0.00
NRF Northstar Realty Finance 0.48 381000 13.45 15.39
AAPL Apple 0.44 8357 560.97 530.49
CL Colgate-Palmolive Company 0.44 72117 65.21 66.13
UN Unilever N.V. 0.44 -42.00% 117845 40.23 42.34
CVX Chevron Corporation 0.41 35257 124.91 124.71
FMX Fomento Economico Mexicano SAB 0.40 43570 97.87 91.94
IBM International Business Machines 0.40 -6.00% 22679 187.57 191.15
XOM Exxon Mobil Corporation 0.39 41274 101.20 100.54
NBL Noble Energy 0.39 60930 68.11 74.55
MS Morgan Stanley 0.37 127220 31.36 30.98
BAYRY Bayer AG 0.37 28100 140.50 134.65
KMR Kinder Morgan Management 0.35 49857 75.66 74.39
DD E.I. du Pont de Nemours & Company 0.35 +2.00% 57617 64.96 67.32
TMO Thermo Fisher Scientific 0.35 33927 111.36 118.03
COP ConocoPhillips 0.35 53770 70.65 74.11
PX Praxair 0.35 28751 130.01 131.21
HSIC Henry Schein 0.35 -4.00% 32525 114.25 114.59
PFE Pfizer 0.33 115037 30.63 30.87
PEP Pepsi 0.32 41449 82.95 85.52
COST Costco Wholesale Corporation 0.26 23427 119.01 114.17
MRK Merck & Co 0.26 55313 50.04 57.56
REXI Resource America 0.25 286765 9.36 8.59
LRY Liberty Property Trust 0.25 +63.00% 78333 33.87 37.00
BRK.B Berkshire Hathaway 0.24 -2.00% 21895 118.57 0.00
ADP Automatic Data Processing 0.24 32536 80.80 76.09
GXC SPDR S&P; China 0.24 +17.00% 33600 77.92 72.01
XRAY DENTSPLY International 0.22 49140 48.47 45.32
SYY SYSCO Corporation 0.21 -4.00% 63557 36.09 36.40
NVS Novartis AG 0.21 28439 80.38 86.54
MWE MarkWest Energy Partners 0.21 +3.00% 34475 66.13 65.32
MU Micron Technology 0.21 103858 21.75 26.16
MMM 3M Company 0.20 15300 140.26 138.26
FOE Ferro Corporation 0.20 166628 12.83 13.71
TWX Time Warner 0.19 +2.00% 29899 69.73 65.78
KMB Kimberly-Clark Corporation 0.19 19200 104.48 108.67
RDS.A Royal Dutch Shell 0.19 29362 71.28 0.00
SPY SPDR S&P; 500 ETF 0.18 10660 184.71 187.72
BEN Franklin Resources 0.18 34079 57.72 54.20
GSK GlaxoSmithKline 0.18 +47.00% 36623 53.38 55.44
Teekay Offshore Partners 0.17 54591 33.08 0.00
Phillips 66 0.16 -23.00% 22425 77.15 0.00
FXI iShares FTSE/Xinhua China 25 Index 0.14 38194 38.38 34.81
OXY Occidental Petroleum Corporation 0.14 -2.00% 16159 95.12 97.25
EEQ Enbridge Energy Management 0.14 50836 28.68 28.66
Suncor Energy 0.14 41842 35.06 0.00
Pvr Partners 0.14 58003 26.83 0.00
BDX Becton, Dickinson and 0.12 11643 110.45 113.62
AAP Advance Auto Parts 0.12 +2.00% 11588 110.72 121.26
GBL Gamco Investors 0.12 15088 86.96 77.04
KO Coca-Cola Company 0.11 -6.00% 27933 41.31 40.69
AGL AGL Resources 0.11 25500 47.22 0.00
Invesco Ltd shs 0.11 +4.00% 32296 36.41 0.00
SIMO Silicon Motion Technology 0.11 87063 14.15 17.03
Sabmiller 0.11 -3.00% 22899 51.36 0.00
Wci Cmntys Inc Com Par $0.01 0.11 63710 19.09 0.00
Jpmorgan China Region Fd 0.11 NEW 79909 15.15 0.00
CB Chubb Corporation 0.10 -6.00% 10665 96.67 90.71
TWO Two Harbors Investment 0.10 119850 9.28 10.26
EIHI Eastern Insurance Holdings 0.10 44032 24.48 24.49
KKR KKR & Co 0.10 45000 24.33 23.69
Tronox 0.10 -50.00% 48536 23.08 0.00
DIS Walt Disney Company 0.09 13194 76.40 79.27
SYK Stryker Corporation 0.09 13412 75.16 78.83
DISCK Discovery Communications 0.09 11293 83.86 72.85
DISCA Discovery Communications 0.09 10797 90.40 77.90
RWR SPDR DJ Wilshire REIT 0.09 NEW 14340 71.27 79.98
Crestwood Eqty Ptrns Lp equs 0.09 NEW 69802 13.82 0.00
DST DST Systems 0.08 9645 90.72 94.36
DBD Diebold Incorporated 0.08 NEW 25399 32.99 39.50
GPC Genuine Parts Company 0.08 10627 83.18 85.77
LKQX LKQ Corporation 0.08 26300 32.89 0.00
TIF Tiffany & Co. 0.08 8719 92.79 88.74
WMB Williams Companies 0.08 22275 38.56 42.33
NSH NuStar GP Holdings 0.08 -29.00% 32038 28.09 35.60
DRE Duke Realty Corporation 0.08 -4.00% 58100 15.04 17.25
USD.001 Atlas Energy Lp ltd part 0.08 NEW 17749 46.88 0.00
AXP American Express Company 0.07 -2.00% 8621 90.71 87.18
VIA.B Via 0.07 8116 87.36 0.00
EMR Emerson Electric 0.07 10949 70.14 69.35
WPZ Williams Partners 0.07 14665 50.87 52.23
ABB ABB 0.07 29100 26.56 26.03
COS Canadian Oil Sands 0.07 -57.00% 42556 18.80 0.00
Directv 0.07 10324 69.06 0.00
Crestwood Midstream Partners 0.07 NEW 30140 24.88 0.00
STT State Street Corporation 0.06 +44.00% 8464 73.37 65.67
APA Apache Corporation 0.06 8031 85.92 86.65
ITW Illinois Tool Works 0.06 +5.00% 7259 84.03 85.49
EL Estee Lauder Companies 0.06 8200 75.37 71.55
Enbridge 0.06 NEW 14190 43.69 0.00
AB AllianceBernstein Holding 0.06 +7.00% 28328 21.36 26.46
SPH Suburban Propane Partners 0.06 14697 46.88 43.49
TWC Time Warner Cable 0.05 -3.00% 3818 135.41 139.62
MCD McDonald's Corporation 0.05 5435 96.96 99.57
GWW W.W. Grainger 0.05 2116 255.20 255.59
INTC Intel Corporation 0.05 +13.00% 22104 25.97 26.82
MDT Medtronic 0.05 9669 57.40 58.20
BRK.A Berkshire Hathaway 0.05 3 178000.00 0.00
EXC Exelon Corporation 0.05 NEW 21432 27.39 36.28
TQNT TriQuint Semiconductor 0.05 +40.00% 65633 8.33 13.56
STON StoneMor Partners 0.05 21841 25.50 24.68
Costamare Inc shs 0.05 28404 18.27 0.00
Liberty Media 0.05 -2.00% 3706 146.25 0.00
MSFT Microsoft Corporation 0.04 12840 37.38 39.62
ARG Airgas 0.04 3457 111.95 108.70
ORCL Oracle Corporation 0.04 +15.00% 10995 38.29 39.97
KLIC Kulicke and Soffa Industries 0.04 35020 13.31 13.41
EEP Enbridge Energy Partners 0.04 -2.00% 15300 29.87 29.08
FNB F.N.B. Corporation 0.04 34968 12.61 12.84
VWO Vanguard Emerging Markets ETF 0.04 -6.00% 9545 41.17 40.80
Golar Lng Partners Lp unit 0.04 12581 30.28 0.00
Mondelez Int 0.04 -84.00% 13483 35.30 0.00
D Dominion Resources 0.03 5250 64.76 71.40
CSCO Cisco Systems 0.03 -2.00% 16785 22.40 23.30
SE Spectra Energy 0.03 8300 35.66 39.28
DE Deere & Company 0.03 3709 91.40 93.66
UTX United Technologies Corporation 0.03 2550 113.73 119.71
EROC Eagle Rock Energy Partners,L.P, 0.03 -14.00% 55874 5.94 4.87
APL Atlas Pipeline Partners 0.03 10259 35.09 31.15
NS NuStar Energy 0.03 -17.00% 7050 50.92 57.24
CMCSA Comcast Corporation 0.02 -51.00% 4762 51.87 51.04
CAT Caterpillar 0.02 NEW 2525 90.69 104.33
AEG AEGON N.V. 0.02 24000 9.50 8.92
GIS General Mills 0.02 4744 49.96 52.50
UNH UnitedHealth 0.02 3000 75.33 75.55
Arch Capital 0.02 4000 59.75 0.00
Teekay Lng Partners 0.02 4780 42.68 0.00
Lehman Brothers Hldg Xxx 0.00 12800 0.00 0.00