Beach Investment Management

Latest statistics and disclosures from Beach Investment Management's latest quarterly 13F-HR filing:

Companies in the Beach Investment Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Nextera Energy Partners 8.43 120283 40.29
Pattern Energy 6.91 164794 24.10
Magellan Midstream Partners (MMP) 5.97 48272 71.06
JPMorgan Chase & Co. (JPM) 5.58 33590 -22% 95.50
Johnson & Johnson (JNJ) 4.60 20320 -3% 130.02
Visa (V) 4.53 24760 -4% 105.25
Enterprise Products Partners 4.31 94950 26.07
Nrg Yield 4.10 122010 19.30
Citigroup Inc 3.78 29840 -4% 72.75
Facebook Inc cl a 2.76 9270 -16% 170.87
Dowdupont Inc 2.68 22230 NEW 69.23
Microsoft Corporation (MSFT) 2.49 19220 -27% 74.51
Celgene Corporation (CELG) 2.47 9740 -19% 145.79
Bank of America Corporation (BAC) 2.41 54620 -27% 25.34
Alphabet Inc Class A cs 2.35 1390 -45% 973.38
Delta Air Lines (DAL) 2.22 26430 -16% 48.20
Abbott Laboratories (ABT) 2.21 23790 -9% 53.34
Apple (AAPL) 2.20 8210 -25% 154.08
Amazon (AMZN) 2.12 1270 -36% 961.42
FedEx Corporation (FDX) 2.07 5270 +37% 225.62
International Paper Company (IP) 2.05 20710 NEW 56.83
Williams Companies (WMB) 2.02 38620 30.01
Nextera Energy Inc C om 1.91 7500 -23% 146.53
Sempra Energy (SRE) 1.87 9420 -20% 114.12
Glencore Xstrata 1.65 103670 NEW 9.14
Ban (TBBK) 1.64 113813 8.27
Morgan Stanley (MS) 1.35 16110 NEW 48.17
Southwest Airlines (LUV) 1.35 13900 -46% 55.97
Blackstone (BX) 1.30 22410 -12% 33.38
Home Depot (HD) 1.29 4530 -25% 163.58
Energy Transfer Equity (ETE) 1.25 41360 17.38
Kinder Morgan Inc. 1.22 36530 19.19
Pepsi (PEP) 1.18 6070 -14% 111.37
Allergan 0.96 2700 -60% 204.81
Resource Cap 0.93 49644 10.78
Royal Caribbean Cruises Ltd. 0.91 4410 NEW 118.59
Carnival Corporation (CCL) 0.84 7480 NEW 64.57
KKR & Co (KKR) 0.82 23080 -21% 20.32
American Airls 0.73 8870 -46% 47.46
Accenture 0.55 2340 -28% 135.04

Past 13F-HR SEC Filings by Beach Investment Management

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