Baldwin Brothers as of Sept. 30, 2013
Portfolio Holdings for Baldwin Brothers
Baldwin Brothers holds 238 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3.0 | $16M | 19k | 875.94 | ||
Apple (AAPL) | 2.8 | $15M | 32k | 476.75 | |
SPDR Gold Trust (GLD) | 2.7 | $15M | 114k | 128.18 | |
Enterprise Products Partners (EPD) | 2.5 | $14M | 224k | 61.04 | |
Magellan Midstream Partners | 2.2 | $12M | 209k | 56.43 | |
Gannett | 2.1 | $12M | 436k | 26.79 | |
WisdomTree Japan Total Dividend (DXJ) | 1.9 | $11M | 220k | 47.93 | |
Directv | 1.9 | $11M | 176k | 59.78 | |
Seadrill | 1.9 | $10M | 224k | 45.08 | |
General Electric Company | 1.8 | $9.8M | 411k | 23.89 | |
Plains All American Pipeline (PAA) | 1.8 | $9.6M | 182k | 52.66 | |
Novartis (NVS) | 1.7 | $9.4M | 122k | 76.71 | |
Berkshire Hathaway (BRK.B) | 1.7 | $9.3M | 82k | 113.51 | |
Amgen (AMGN) | 1.6 | $9.0M | 81k | 111.93 | |
Pepsi (PEP) | 1.6 | $9.0M | 114k | 79.50 | |
Kinder Morgan Energy Partners | 1.6 | $8.9M | 111k | 79.83 | |
First Republic Bank/san F (FRCB) | 1.6 | $8.8M | 189k | 46.63 | |
Telenor As (TELNF) | 1.5 | $8.2M | 360k | 22.86 | |
eBay (EBAY) | 1.5 | $8.1M | 146k | 55.79 | |
Wells Fargo & Company (WFC) | 1.4 | $7.6M | 184k | 41.32 | |
Abb (ABBNY) | 1.4 | $7.5M | 317k | 23.59 | |
Twenty-first Century Fox | 1.3 | $7.3M | 218k | 33.51 | |
Marriott International (MAR) | 1.3 | $7.2M | 172k | 42.06 | |
Tenne | 1.3 | $7.2M | 142k | 50.50 | |
Home Loan Servicing Solution ord | 1.3 | $7.1M | 324k | 22.01 | |
CSX Corporation (CSX) | 1.3 | $7.0M | 274k | 25.74 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $7.0M | 135k | 51.69 | |
Cohen & Steers Ltd Dur Pfd I (LDP) | 1.3 | $7.0M | 310k | 22.41 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.3 | $6.9M | 122k | 56.56 | |
Johnson & Johnson (JNJ) | 1.2 | $6.8M | 78k | 86.69 | |
Hain Celestial (HAIN) | 1.2 | $6.8M | 88k | 77.12 | |
Samsung Electronics Gdr (SSNHZ) | 1.2 | $6.5M | 10k | 635.96 | |
Anheuser-Busch InBev NV (BUD) | 1.1 | $6.1M | 61k | 99.21 | |
iShares Silver Trust (SLV) | 1.1 | $5.8M | 280k | 20.90 | |
Bank of America Corporation (BAC) | 1.0 | $5.7M | 413k | 13.80 | |
Exxon Mobil Corporation (XOM) | 1.0 | $5.5M | 64k | 86.03 | |
Danaher Corporation (DHR) | 1.0 | $5.3M | 77k | 69.32 | |
Golar Lng (GLNG) | 1.0 | $5.3M | 140k | 37.67 | |
Airgas | 0.9 | $5.2M | 49k | 106.04 | |
Merck & Co (MRK) | 0.8 | $4.6M | 97k | 47.61 | |
Energy Transfer Partners | 0.8 | $4.5M | 87k | 52.07 | |
Occidental Petroleum Corporation (OXY) | 0.8 | $4.5M | 48k | 93.53 | |
Vodafone | 0.8 | $4.5M | 127k | 35.18 | |
Oneok Partners | 0.8 | $4.3M | 82k | 53.01 | |
Alerian Mlp Etf | 0.8 | $4.2M | 242k | 17.59 | |
Abbvie (ABBV) | 0.8 | $4.2M | 95k | 44.73 | |
Maxim Integrated Products | 0.7 | $3.9M | 130k | 29.82 | |
Schlumberger (SLB) | 0.7 | $3.6M | 40k | 88.35 | |
Tortoise Energy Infrastructure | 0.6 | $3.2M | 70k | 45.90 | |
EOG Resources (EOG) | 0.6 | $3.2M | 19k | 169.30 | |
Golar Lng Partners Lp unit | 0.5 | $2.9M | 90k | 32.50 | |
MasterCard Incorporated (MA) | 0.5 | $2.9M | 4.3k | 672.75 | |
Whole Foods Market | 0.5 | $2.7M | 47k | 58.49 | |
Abbott Laboratories (ABT) | 0.5 | $2.7M | 81k | 33.19 | |
Hess (HES) | 0.5 | $2.6M | 34k | 77.33 | |
Citigroup (C) | 0.5 | $2.6M | 54k | 48.50 | |
Procter & Gamble Company (PG) | 0.5 | $2.6M | 34k | 75.60 | |
Praxair | 0.5 | $2.5M | 21k | 120.19 | |
UnitedHealth (UNH) | 0.5 | $2.5M | 35k | 71.62 | |
United Rentals (URI) | 0.5 | $2.5M | 43k | 58.30 | |
Jarden Corporation | 0.4 | $2.4M | 49k | 48.41 | |
Global X Etf equity | 0.4 | $2.3M | 101k | 22.88 | |
Novozymes A/s Shs B for (NVZMF) | 0.4 | $2.3M | 60k | 38.29 | |
Microsoft Corporation (MSFT) | 0.4 | $2.1M | 64k | 33.27 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $2.1M | 41k | 51.93 | |
First Republic Bank Pfd pref. | 0.4 | $2.2M | 91k | 23.70 | |
Chubb Corporation | 0.4 | $2.1M | 24k | 89.27 | |
Cvr Partners Lp unit | 0.4 | $2.1M | 117k | 17.70 | |
Family Dollar Stores | 0.4 | $2.0M | 28k | 72.03 | |
Minerals Technologies (MTX) | 0.4 | $2.0M | 41k | 49.36 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.9M | 17k | 115.15 | |
Cerner Corporation | 0.3 | $1.9M | 37k | 52.56 | |
Cohen & Steers Slt Pfd Incm (PSF) | 0.3 | $1.9M | 81k | 23.97 | |
Cisco Systems (CSCO) | 0.3 | $1.8M | 78k | 23.44 | |
MarkWest Energy Partners | 0.3 | $1.8M | 25k | 72.24 | |
Hartford Financial Services (HIG) | 0.3 | $1.8M | 57k | 31.12 | |
American Express Company (AXP) | 0.3 | $1.8M | 23k | 75.52 | |
J.M. Smucker Company (SJM) | 0.3 | $1.7M | 16k | 105.06 | |
Northern Lts Etf Tr | 0.3 | $1.8M | 67k | 26.12 | |
Union Pacific Corporation (UNP) | 0.3 | $1.7M | 11k | 155.32 | |
Toyota Motor Corporation (TM) | 0.3 | $1.7M | 14k | 128.07 | |
Middleby Corporation (MIDD) | 0.3 | $1.7M | 8.0k | 208.94 | |
American Capital Agency | 0.3 | $1.7M | 76k | 22.58 | |
Severn Trent | 0.3 | $1.7M | 60k | 28.55 | |
International Business Machines (IBM) | 0.3 | $1.6M | 8.7k | 185.21 | |
El Paso Pipeline Partners | 0.3 | $1.6M | 38k | 42.23 | |
BT | 0.3 | $1.5M | 27k | 55.30 | |
Church & Dwight (CHD) | 0.3 | $1.5M | 26k | 60.04 | |
Time Warner | 0.3 | $1.5M | 22k | 65.82 | |
LKQ Corporation (LKQ) | 0.3 | $1.5M | 46k | 31.87 | |
Home Depot (HD) | 0.3 | $1.4M | 19k | 75.85 | |
Oracle Corporation (ORCL) | 0.3 | $1.4M | 44k | 33.16 | |
3M Company (MMM) | 0.2 | $1.4M | 11k | 119.43 | |
Lowe's Companies (LOW) | 0.2 | $1.3M | 28k | 47.61 | |
Western Gas Partners | 0.2 | $1.4M | 23k | 60.14 | |
Rockwell Automation (ROK) | 0.2 | $1.4M | 13k | 106.97 | |
Chevron Corporation (CVX) | 0.2 | $1.3M | 11k | 121.54 | |
Verizon Communications (VZ) | 0.2 | $1.3M | 28k | 46.68 | |
Discovery Communications | 0.2 | $1.3M | 16k | 84.40 | |
Medtronic | 0.2 | $1.2M | 23k | 53.23 | |
Becton, Dickinson and (BDX) | 0.2 | $1.3M | 13k | 100.06 | |
Colgate-Palmolive Company (CL) | 0.2 | $1.3M | 21k | 59.29 | |
Wabtec Corporation (WAB) | 0.2 | $1.2M | 20k | 62.87 | |
W.W. Grainger (GWW) | 0.2 | $1.2M | 4.6k | 261.80 | |
Health Care REIT | 0.2 | $1.2M | 19k | 62.37 | |
Honeywell International (HON) | 0.2 | $1.2M | 15k | 83.04 | |
Atwood Oceanics | 0.2 | $1.2M | 22k | 55.04 | |
Reinsurance Group of America (RGA) | 0.2 | $1.2M | 18k | 66.96 | |
Owens-Illinois | 0.2 | $1.1M | 38k | 30.03 | |
Canadian Pacific Railway | 0.2 | $1.1M | 8.9k | 123.34 | |
Starbucks Corporation (SBUX) | 0.2 | $1.1M | 14k | 76.99 | |
Roper Industries (ROP) | 0.2 | $1.1M | 8.2k | 132.84 | |
Eagle Ban (EGBN) | 0.2 | $1.1M | 38k | 28.28 | |
Xylem (XYL) | 0.2 | $1.1M | 39k | 27.93 | |
Canadian Natl Ry (CNI) | 0.2 | $1.0M | 10k | 101.40 | |
Fifth Third Ban (FITB) | 0.2 | $1.0M | 58k | 18.04 | |
Amazon (AMZN) | 0.2 | $1.0M | 3.3k | 312.71 | |
Synaptics, Incorporated (SYNA) | 0.2 | $1.1M | 24k | 44.24 | |
John Hancock Tax-Advantage Dvd Incom (HTD) | 0.2 | $1.1M | 61k | 17.40 | |
Nextera Energy (NEE) | 0.2 | $986k | 12k | 80.13 | |
Illinois Tool Works (ITW) | 0.2 | $962k | 13k | 76.26 | |
Walt Disney Company (DIS) | 0.2 | $913k | 14k | 64.48 | |
Targa Resources Partners | 0.2 | $952k | 19k | 51.45 | |
BorgWarner (BWA) | 0.2 | $946k | 9.3k | 101.37 | |
Brocade Communications Systems | 0.2 | $931k | 116k | 8.05 | |
Principal Financial (PFG) | 0.2 | $886k | 21k | 42.80 | |
AllianceBernstein Holding (AB) | 0.2 | $863k | 43k | 19.87 | |
Enbridge Energy Partners | 0.2 | $892k | 29k | 30.46 | |
Suncor Energy (SU) | 0.2 | $852k | 24k | 35.76 | |
American Water Works (AWK) | 0.2 | $854k | 21k | 41.29 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $810k | 4.8k | 168.01 | |
Akamai Technologies (AKAM) | 0.1 | $812k | 16k | 51.67 | |
ConocoPhillips (COP) | 0.1 | $821k | 12k | 69.52 | |
East West Ban (EWBC) | 0.1 | $812k | 25k | 31.95 | |
Spectra Energy | 0.1 | $767k | 22k | 34.22 | |
Tompkins Financial Corporation (TMP) | 0.1 | $785k | 17k | 46.23 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $766k | 11k | 69.64 | |
Target Corporation (TGT) | 0.1 | $689k | 11k | 63.95 | |
Accenture (ACN) | 0.1 | $706k | 9.6k | 73.66 | |
HCP | 0.1 | $710k | 17k | 40.93 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $710k | 19k | 38.02 | |
Southern Company (SO) | 0.1 | $645k | 16k | 41.16 | |
National Fuel Gas (NFG) | 0.1 | $645k | 9.4k | 68.74 | |
United Natural Foods (UNFI) | 0.1 | $669k | 10k | 67.22 | |
American International (AIG) | 0.1 | $654k | 13k | 48.65 | |
Prologis (PLD) | 0.1 | $638k | 17k | 37.59 | |
CapitalSource | 0.1 | $628k | 53k | 11.88 | |
CVS Caremark Corporation (CVS) | 0.1 | $595k | 11k | 56.73 | |
Qualcomm (QCOM) | 0.1 | $582k | 8.7k | 67.28 | |
Buckeye Partners | 0.1 | $600k | 9.1k | 65.58 | |
Vanguard European ETF (VGK) | 0.1 | $613k | 11k | 54.49 | |
Ecolab (ECL) | 0.1 | $563k | 5.7k | 98.77 | |
Travelers Companies (TRV) | 0.1 | $538k | 6.3k | 84.75 | |
AFLAC Incorporated (AFL) | 0.1 | $568k | 9.2k | 62.02 | |
Thermo Fisher Scientific (TMO) | 0.1 | $555k | 6.0k | 92.16 | |
Symantec Corporation | 0.1 | $521k | 21k | 24.73 | |
Stag Industrial (STAG) | 0.1 | $569k | 28k | 20.13 | |
Pentair | 0.1 | $565k | 8.7k | 64.90 | |
Pfizer (PFE) | 0.1 | $505k | 18k | 28.71 | |
Stanley Black & Decker (SWK) | 0.1 | $512k | 5.7k | 90.59 | |
Deutsche Telekom (DTEGY) | 0.1 | $518k | 36k | 14.49 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $468k | 12k | 40.09 | |
Kimco Realty Corporation | 0.1 | $468k | 21k | 21.95 | |
Cohen & Steers Mlp Fund | 0.1 | $516k | 30k | 17.20 | |
Apache Corporation | 0.1 | $428k | 5.0k | 85.07 | |
Sunoco Logistics Partners | 0.1 | $425k | 6.4k | 66.41 | |
Nordstrom (JWN) | 0.1 | $361k | 6.4k | 56.23 | |
Unilever | 0.1 | $368k | 9.8k | 37.74 | |
Visa (V) | 0.1 | $384k | 2.0k | 190.85 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $408k | 5.8k | 69.97 | |
Brookline Ban (BRKL) | 0.1 | $398k | 42k | 9.39 | |
Sun Hydraulics Corporation | 0.1 | $380k | 11k | 36.28 | |
Celgene Corporation | 0.1 | $362k | 2.4k | 154.04 | |
Central Fd Cda Ltd cl a | 0.1 | $369k | 25k | 14.70 | |
Vanguard Energy ETF (VDE) | 0.1 | $400k | 3.4k | 119.40 | |
KKR Financial Holdings | 0.1 | $341k | 33k | 10.33 | |
McDonald's Corporation (MCD) | 0.1 | $313k | 3.3k | 96.07 | |
T. Rowe Price (TROW) | 0.1 | $341k | 4.7k | 71.94 | |
E.I. du Pont de Nemours & Company | 0.1 | $309k | 5.3k | 58.57 | |
Diageo (DEO) | 0.1 | $339k | 2.7k | 127.16 | |
Gilead Sciences (GILD) | 0.1 | $318k | 5.1k | 62.78 | |
iShares Russell 2000 Index (IWM) | 0.1 | $341k | 3.2k | 106.73 | |
Apogee Enterprises (APOG) | 0.1 | $340k | 12k | 29.67 | |
Perrigo Company | 0.1 | $310k | 2.5k | 123.26 | |
Vanguard Natural Resources | 0.1 | $346k | 12k | 28.02 | |
Ocwen Financial Corporation | 0.1 | $341k | 6.1k | 55.76 | |
Vanguard REIT ETF (VNQ) | 0.1 | $306k | 4.6k | 66.23 | |
Gamco Global Gold Natural Reso (GGN) | 0.1 | $344k | 33k | 10.58 | |
Lyris Inc.................... | 0.1 | $309k | 209k | 1.48 | |
Apple Call 1/17/15 $500 call | 0.1 | $348k | 67.00 | 5194.03 | |
Coca-Cola Company (KO) | 0.1 | $259k | 6.8k | 37.82 | |
Via | 0.1 | $261k | 3.1k | 83.57 | |
Nike (NKE) | 0.1 | $252k | 3.5k | 72.73 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $250k | 3.9k | 63.69 | |
Ford Motor Company (F) | 0.1 | $252k | 15k | 16.85 | |
Stericycle (SRCL) | 0.1 | $276k | 2.4k | 115.58 | |
Synovus Financial | 0.1 | $295k | 90k | 3.30 | |
Life Technologies | 0.1 | $286k | 3.8k | 74.77 | |
NuStar Energy | 0.1 | $286k | 7.1k | 40.14 | |
Panera Bread Company | 0.1 | $251k | 1.6k | 158.46 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $260k | 1.9k | 139.26 | |
Sodastream International | 0.1 | $270k | 4.3k | 62.41 | |
Ing Groep Nv equs | 0.1 | $284k | 12k | 23.06 | |
Orocobre | 0.1 | $250k | 117k | 2.13 | |
Phillips 66 (PSX) | 0.1 | $286k | 4.9k | 57.81 | |
Shimano Indl Co Ltd Ord Isin#j (SHMDF) | 0.1 | $250k | 2.8k | 89.29 | |
Interface (TILE) | 0.1 | $281k | 14k | 19.86 | |
Keryx Biopharmaceuticals | 0.0 | $220k | 22k | 10.08 | |
V.F. Corporation (VFC) | 0.0 | $227k | 1.1k | 199.12 | |
Transocean (RIG) | 0.0 | $245k | 5.5k | 44.46 | |
Dow Chemical Company | 0.0 | $246k | 6.4k | 38.44 | |
Mettler-Toledo International (MTD) | 0.0 | $216k | 900.00 | 240.00 | |
Air Products & Chemicals (APD) | 0.0 | $234k | 2.2k | 106.36 | |
Deere & Company (DE) | 0.0 | $213k | 2.6k | 81.30 | |
Biogen Idec (BIIB) | 0.0 | $217k | 900.00 | 241.11 | |
Novo Nordisk A/S (NVO) | 0.0 | $210k | 1.2k | 169.49 | |
TC Pipelines | 0.0 | $244k | 5.0k | 48.80 | |
Daiwa House Industry Co Ltd............. | 0.0 | $202k | 11k | 18.85 | |
Toto Ltd................................ | 0.0 | $233k | 17k | 13.97 | |
Tomra Systems for | 0.0 | $212k | 23k | 9.40 | |
Advisorshares Tr advisr glbecho | 0.0 | $223k | 3.9k | 57.18 | |
Johnson Controls | 0.0 | $160k | 3.8k | 41.57 | |
Cincinnati Bell | 0.0 | $174k | 64k | 2.72 | |
Frontline Limited Usd2.5 | 0.0 | $156k | 59k | 2.64 | |
Flamel Technologies | 0.0 | $189k | 29k | 6.57 | |
Windstream Hldgs | 0.0 | $141k | 18k | 7.99 | |
Itron (ITRI) | 0.0 | $106k | 2.5k | 42.85 | |
Haemonetics Corporation (HAE) | 0.0 | $119k | 3.0k | 40.01 | |
First Solar (FSLR) | 0.0 | $92k | 2.3k | 40.23 | |
Cree | 0.0 | $64k | 1.1k | 59.93 | |
Real Goods Solar | 0.0 | $80k | 29k | 2.78 | |
America First Tax Exempt Investors | 0.0 | $68k | 10k | 6.80 | |
Pure Technologies | 0.0 | $80k | 17k | 4.71 | |
4068594 Enphase Energy (ENPH) | 0.0 | $62k | 7.7k | 8.07 | |
Silver Spring Networks | 0.0 | $81k | 4.7k | 17.42 | |
American DG Energy | 0.0 | $16k | 10k | 1.60 | |
D Emrise Corp | 0.0 | $7.9k | 15k | 0.54 | |
Atmospheric Glow Technologie | 0.0 | $0 | 34k | 0.00 |