Buffington Mohr McNeal
Latest statistics and disclosures from Buffington Mohr McNeal's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Baron Growth Fd, Laudus Int'l Mrktmasters Inst, PFF, XOM, Invesco Developing Mkts A. These five stock positions account for 49.08% of Buffington Mohr McNeal's total stock portfolio.
- Added to shares of PFF, Scout International, Baron Growth Fd, Invesco Developing Mkts A, IP, LLY, EQR, Laudus Int'l Mrktmasters Inst, PGX, Vanguard S&p 500.
- Started new stock positions in EQR, IP, AMGN, Vanguard S&p 500, XLK, PGX.
- Reduced shares in these stocks: ROYAL BK SCOTLAND Group Plc adr pref shs q, DE, MET, MSFT.
- Sold out of its positions in ROYAL BK SCOTLAND Group Plc adr pref shs q.
- As of March 31, 2013, Buffington Mohr McNeal has $10.32M in assets under management (AUM). Assets under management grew from a total value of $8.79M to $10.32M.
- Independent of market fluctuations, Buffington Mohr McNeal was a net buyer by $800394 worth of stocks in the most recent quarter.
Buffington Mohr McNeal portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| Baron Growth Fd | 15.69 | +7.00% | 26610 | 60.84 | 0.00 | |
| Laudus Int'l Mrktmasters Inst | 12.29 | +3.00% | 60596 | 20.93 | 0.00 | |
| PFF | iShares S&P; US Pref Stock Idx Fnd | 8.13 | +23.00% | 20715 | 40.50 | 40.77 |
| XOM | Exxon Mobil Corporation | 7.26 | 8308 | 90.15 | 91.14 | |
| Invesco Developing Mkts A | 5.71 | +22.00% | 17009 | 34.63 | 0.00 | |
| COST | Costco Wholesale Corporation | 5.65 | 5495 | 106.10 | 111.66 | |
| U.s. Ban | 4.92 | 14975 | 33.92 | 0.00 | ||
| HOME FEDERAL Ban | 4.53 | 36522 | 12.79 | 0.00 | ||
| JNJ | Johnson & Johnson | 4.35 | 5505 | 81.56 | 87.10 | |
| ED | Consolidated Edison | 3.25 | 5490 | 61.02 | 60.39 | |
| MSFT | Microsoft Corporation | 3.21 | 11565 | 28.62 | 34.05 | |
| GE | General Electric Company | 2.59 | 11550 | 23.12 | 23.30 | |
| PG | Procter & Gamble Company | 2.24 | 2993 | 77.18 | 80.28 | |
| AEP | American Electric Power Company | 2.19 | 4650 | 48.60 | 49.27 | |
| Scout International | 1.97 | +241.00% | 5915 | 34.32 | 0.00 | |
| CSCO | Cisco Systems | 1.90 | 9380 | 20.90 | 23.93 | |
| ROYAL BK SCOTLAND Group Plc sp adr pref t | 1.41 | 5950 | 24.37 | 0.00 | ||
| MYL | Mylan | 1.38 | 4900 | 28.98 | 31.22 | |
| Schwab Strategic Tr us lrg cap etf | 1.28 | +5.00% | 3540 | 37.29 | 0.00 | |
| HPQ | Hewlett-Packard Company | 1.16 | 5025 | 23.88 | 21.27 | |
| MET | MetLife | 0.99 | -6.00% | 2675 | 38.13 | 42.83 |
| IBM | International Business Machines | 0.88 | 425 | 214.12 | 205.65 | |
| PEP | Pepsi | 0.85 | 1110 | 79.28 | 84.58 | |
| VZ | Verizon Communications | 0.79 | +13.00% | 1640 | 49.39 | 53.26 |
| COP | ConocoPhillips | 0.66 | 1135 | 59.91 | 62.43 | |
| AXP | American Express Company | 0.59 | +12.00% | 900 | 67.78 | 72.43 |
| LLY | Eli Lilly & Co. | 0.59 | +616.00% | 1075 | 56.74 | 55.93 |
| IP | International Paper Company | 0.53 | NEW | 1175 | 46.81 | 48.78 |
| DE | Deere & Company | 0.50 | -14.00% | 600 | 86.67 | 89.23 |
| EQR | Equity Residential | 0.49 | NEW | 925 | 55.14 | 59.61 |
| Jp Morgan Chase Pfd 8.625% pfd | 0.44 | 1750 | 25.71 | 0.00 | ||
| PGX | PowerShares Preferred Portfolio | 0.39 | NEW | 2705 | 14.79 | 14.92 |
| Laudus Int'l Mrktmasters Inv | 0.24 | 1192 | 20.96 | 0.00 | ||
| Artisan International Fund mut | 0.22 | 872 | 26.35 | 0.00 | ||
| HP | Helmerich & Payne | 0.17 | 300 | 60.00 | 62.74 | |
| Barclays Bank Plc Pfd. 6.625% pfd | 0.17 | 700 | 25.71 | 0.00 | ||
| Vanguard S&p 500 | 0.15 | NEW | 215 | 69.77 | 0.00 | |
| MU | Micron Technology | 0.09 | 900 | 10.00 | 11.12 | |
| XLK | Technology SPDR | 0.09 | NEW | 300 | 30.00 | 32.05 |
| AMGN | Amgen | 0.07 | NEW | 70 | 100.00 | 105.46 |
Past 13F-HR SEC Filings for Buffington Mohr McNeal
- Buffington Mohr McNeal 2012 Q4 - filed Feb. 5, 2013
- Buffington Mohr McNeal 2012 Q3 - filed Oct. 24, 2012
- Buffington Mohr McNeal 2012 Q2 - filed Aug. 2, 2012
- Buffington Mohr McNeal 2012 Q1 - filed May 2, 2012
- Buffington Mohr McNeal 2011 Q4 - filed Feb. 3, 2012
- Buffington Mohr McNeal 2011 Q3 - filed Oct. 27, 2011
- Buffington Mohr McNeal 2011 Q2 - filed Aug. 8, 2011
- Buffington Mohr McNeal 2011 Q1 - filed May 4, 2011
- Buffington Mohr McNeal 2010 Q4 - filed Feb. 10, 2011