Michelle L. Howell
Latest statistics and disclosures from Michelle L Howell's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Midcap Spdr Tr Unit Ser 1 etf 78, Blackrock, Berkshire Hathaway Inc Del class b 08, Exxon Mobil, United Technologies. These five stock positions account for 22.08% of Michelle L Howell's total stock portfolio.
- Added to shares of Blackrock, Berkshire Hathaway Inc Del class b 08, Exxon Mobil, United Technologies, Chevron, Vanguard Reit Etf R eit etf 92, Accenture Plc Ireland, Lowes Cos, Pepsi, Valmont Inds.
- Started new stock positions in Illinois Tool Wks, Valmont Inds, International Business Machs, Blackrock Inc C om 09, Hewlett Packard, Accenture Plc Ireland, Starbucks, Microsoft, Blackrock,
- Reduced shares in these stocks: GOOG, CVX, XOM, UTX, NVS, AAPL, , Nextera Energy, JPM, KO.
- Sold out of its positions in APA, AAPL, BLK, CVX, CB, CSCO, KO, ETR, EXC, XOM, GOOG, HCP, ITW, INTC, JPM, JNJ, MSFT, Nextera Energy, NVS, UTX, VZ.
- As of March 31, 2013, Michelle L Howell has $17.97M in assets under management (AUM). Assets under management grew from a total value of $761150 to $17.97M.
- Independent of market fluctuations, Michelle L Howell was a net buyer by $15.88M worth of stocks in the most recent quarter.
Michelle L Howell portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| Midcap Spdr Tr Unit Ser 1 etf 78 | 5.07 | NEW | 4345 | 209.67 | 0.00 | |
| Blackrock | 5.04 | NEW | 7420 | 122.10 | 0.00 | |
| Berkshire Hathaway Inc Del class b 08 | 4.32 | NEW | 7450 | 104.16 | 0.00 | |
| Exxon Mobil | 3.96 | NEW | 7887 | 90.17 | 0.00 | |
| United Technologies | 3.69 | NEW | 7106 | 93.40 | 0.00 | |
| Chevron | 3.44 | NEW | 5203 | 118.78 | 0.00 | |
| Vanguard Reit Etf R eit etf 92 | 3.40 | NEW | 8665 | 70.51 | 0.00 | |
| Accenture Plc Ireland | 3.26 | NEW | 7720 | 75.91 | 0.00 | |
| Lowes Cos | 3.26 | NEW | 15417 | 37.97 | 0.00 | |
| Pepsi | 3.25 | NEW | 7378 | 79.15 | 0.00 | |
| Valmont Inds | 3.08 | NEW | 9879 | 56.08 | 0.00 | |
| Entergy | 2.70 | NEW | 7665 | 63.19 | 0.00 | |
| Chubb | 2.62 | NEW | 5385 | 87.45 | 0.00 | |
| Bp | 2.46 | NEW | 10454 | 42.34 | 0.00 | |
| Procter & Gamble | 2.41 | NEW | 5620 | 77.05 | 0.00 | |
| Danaher Corp Del | 2.37 | NEW | 6860 | 62.10 | 0.00 | |
| Ishares Tr Indexs&psmlcap 600 equity 46 | 2.30 | NEW | 4750 | 87.16 | 0.00 | |
| Nike Inc class b 65 | 2.07 | NEW | 6300 | 59.05 | 0.00 | |
| Disney | 2.04 | NEW | 6450 | 56.74 | 0.00 | |
| International Business Machs | 2.03 | NEW | 1708 | 213.11 | 0.00 | |
| Schlumberger | 2.03 | NEW | 4865 | 74.82 | 0.00 | |
| 3m Company | 1.99 | NEW | 3370 | 106.23 | 0.00 | |
| Johnson & Johnson | 1.95 | NEW | 4303 | 81.42 | 0.00 | |
| Apple | 1.84 | NEW | 7525 | 43.99 | 0.00 | |
| Kellogg | 1.72 | NEW | 4800 | 64.38 | 0.00 | |
| Oracle | 1.54 | NEW | 8575 | 32.30 | 0.00 | |
| Hcp | 1.47 | NEW | 5300 | 49.81 | 0.00 | |
| Mcdonalds | 1.39 | NEW | 2500 | 99.60 | 0.00 | |
| Royal Dutch Shell | 1.38 | NEW | 3800 | 65.26 | 0.00 | |
| Starbucks | 1.35 | NEW | 4270 | 56.91 | 0.00 | |
| Verizon Communications | 1.30 | NEW | 4749 | 49.13 | 0.00 | |
| Qualcomm | 1.27 | NEW | 3410 | 66.86 | 0.00 | |
| Csx | 1.26 | NEW | 9195 | 24.58 | 0.00 | |
| Google Inc Cl A | 1.22 | NEW | 2794 | 78.38 | 0.00 | |
| Midcap Spdr Tr Unit Ser 1 etf 78 | 1.21 | NEW | 1035 | 209.66 | 0.00 | |
| Google Inc cl a 38 | 1.15 | NEW | 260 | 792.31 | 0.00 | |
| Philip Morris Intl | 1.15 | NEW | 2227 | 92.80 | 0.00 | |
| Us Bancorp Del | 1.14 | NEW | 6025 | 33.86 | 0.00 | |
| American Express | 1.13 | NEW | 3017 | 67.54 | 0.00 | |
| Intel | 0.93 | NEW | 7625 | 21.87 | 0.00 | |
| Wal Mart Stores | 0.90 | NEW | 2150 | 74.88 | 0.00 | |
| Abbvie Inc 00 | 0.83 | NEW | 3650 | 40.82 | 0.00 | |
| Bard C R | 0.78 | NEW | 1400 | 100.71 | 0.00 | |
| United Healthcare | 0.76 | NEW | 2375 | 57.26 | 0.00 | |
| Abbott Laboratories | 0.72 | NEW | 3650 | 35.34 | 0.00 | |
| Pfizer | 0.65 | NEW | 4060 | 28.82 | 0.00 | |
| Ishares Tr Indexs&psmlcap 600 equity 46 | 0.58 | NEW | 1201 | 87.43 | 0.00 | |
| Teva Pharmaceutcl Inds adr 88 | 0.51 | NEW | 2300 | 39.57 | 0.00 | |
| At&t | 0.49 | NEW | 2385 | 36.90 | 0.00 | |
| Target | 0.47 | NEW | 1225 | 68.57 | 0.00 | |
| Novartis A G Sponsored Adr adr 66 | 0.36 | NEW | 900 | 71.11 | 0.00 | |
| Hewlett Packard | 0.33 | NEW | 2500 | 24.00 | 0.00 | |
| Apple | 0.23 | NEW | 95 | 442.11 | 0.00 | |
| JPMORGAN Chase & Co | 0.21 | NEW | 775 | 47.74 | 0.00 | |
| Nextera Energy | 0.21 | NEW | 500 | 76.67 | 0.00 | |
| Coca Cola | 0.16 | NEW | 700 | 40.00 | 0.00 | |
| General Electric | 0.16 | NEW | 1200 | 23.33 | 0.00 | |
| Blackrock Inc C om 09 | 0.15 | NEW | 105 | 257.14 | 0.00 | |
| Illinois Tool Wks | 0.11 | NEW | 304 | 62.50 | 0.00 | |
| Apache | 0.08 | NEW | 200 | 75.00 | 0.00 | |
| Microsoft | 0.08 | NEW | 520 | 28.85 | 0.00 | |
| PARTNERS L P Exelon | 0.05 | NEW | 250 | 36.00 | 0.00 | |
| Cisco Sys | 0.02 | NEW | 200 | 20.00 | 0.00 |
Past 13F-HR SEC Filings for Michelle L Howell
- Michelle L Howell 2012 Q4 - filed Jan. 14, 2013
- Michelle L Howell 2012 Q3 - filed Oct. 15, 2012
- Michelle L. Howell 2011 Q4 - filed Jan. 13, 2012
