Sequent Asset Management as of Sept. 30, 2014
Portfolio Holdings for Sequent Asset Management
Sequent Asset Management holds 64 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schlumberger (SLB) | 26.3 | $35M | 343k | 101.69 | |
Fidelity Spartan 500 Index Fun | 7.5 | $10M | 142k | 70.29 | |
iShares S&P 100 Index (OEF) | 5.8 | $7.6M | 87k | 88.16 | |
Dfa U.s. Small Cap Value Fund (DFSVX) | 4.1 | $5.4M | 158k | 34.24 | |
Profunds Ultrabear Invs mf | 3.8 | $5.1M | 783k | 6.49 | |
Profunds Ultramid Cap A mf | 3.7 | $5.0M | 60k | 82.68 | |
Dfa International Small Cap Va op end (DISVX) | 3.1 | $4.2M | 209k | 19.99 | |
iShares Russell Midcap Growth Idx. (IWP) | 2.6 | $3.4M | 39k | 88.35 | |
iShares Russell 2000 Growth Index (IWO) | 2.5 | $3.3M | 26k | 129.70 | |
iShares S&P 500 Growth Index (IVW) | 2.4 | $3.1M | 29k | 106.84 | |
Exxon Mobil Corporation (XOM) | 1.9 | $2.5M | 26k | 94.06 | |
Wells Fargo & Company (WFC) | 1.6 | $2.2M | 42k | 51.88 | |
Fidelity Adv New Insights Fd C (FINSX) | 1.5 | $2.0M | 69k | 28.38 | |
Financial Select Sector SPDR (XLF) | 1.4 | $1.9M | 81k | 23.16 | |
Southern Company (SO) | 1.3 | $1.7M | 40k | 43.65 | |
Tata Motors | 1.3 | $1.7M | 40k | 43.71 | |
Abbvie (ABBV) | 1.3 | $1.7M | 29k | 57.76 | |
Abbott Laboratories (ABT) | 1.2 | $1.7M | 40k | 41.60 | |
Campbell Soup Company (CPB) | 1.2 | $1.5M | 36k | 42.74 | |
Materials SPDR (XLB) | 1.1 | $1.5M | 30k | 49.57 | |
Andersons (ANDE) | 1.1 | $1.4M | 23k | 62.85 | |
Kinder Morgan Energy Partners | 1.1 | $1.4M | 15k | 93.26 | |
Ann | 1.0 | $1.4M | 33k | 41.13 | |
Wal-Mart Stores (WMT) | 1.0 | $1.3M | 17k | 76.47 | |
WGL Holdings | 1.0 | $1.3M | 30k | 42.13 | |
Main Street Capital Corporation (MAIN) | 1.0 | $1.3M | 42k | 30.64 | |
Technology SPDR (XLK) | 1.0 | $1.3M | 32k | 39.91 | |
Kirby Corporation (KEX) | 0.9 | $1.2M | 10k | 117.76 | |
Potash Corp. Of Saskatchewan I | 0.8 | $1.1M | 33k | 34.56 | |
International Business Machines (IBM) | 0.8 | $1.1M | 5.9k | 189.89 | |
Automatic Data Processing (ADP) | 0.8 | $1.1M | 13k | 83.06 | |
Lowe's Companies (LOW) | 0.8 | $1.0M | 19k | 52.91 | |
Ssga Funds Dynamic Small Cap F mf | 0.8 | $1.0M | 29k | 35.02 | |
Enterprise Products Partners (EPD) | 0.7 | $988k | 25k | 40.28 | |
iShares MSCI EAFE Growth Index (EFG) | 0.7 | $973k | 14k | 68.10 | |
Stericycle (SRCL) | 0.7 | $909k | 7.8k | 116.55 | |
At&t (T) | 0.7 | $864k | 25k | 35.23 | |
Industrial SPDR (XLI) | 0.6 | $834k | 16k | 53.15 | |
iShares S&P India Nifty 50 Index Fund (INDY) | 0.6 | $805k | 27k | 29.67 | |
Healthcare Tr Amer Inc cl a | 0.6 | $806k | 70k | 11.59 | |
SYSCO Corporation (SYY) | 0.6 | $794k | 21k | 37.93 | |
Southwestern Energy Company | 0.6 | $779k | 22k | 34.94 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.6 | $724k | 16k | 46.09 | |
Expeditors International of Washington (EXPD) | 0.5 | $715k | 18k | 40.58 | |
iShares MSCI Singapore Index Fund | 0.5 | $653k | 49k | 13.34 | |
iShares MSCI EMU Index (EZU) | 0.4 | $572k | 15k | 38.48 | |
Profunds Ultrashort Small Cap mf | 0.4 | $554k | 21k | 26.89 | |
C.H. Robinson Worldwide (CHRW) | 0.4 | $499k | 7.5k | 66.31 | |
Kinder Morgan (KMI) | 0.3 | $439k | 11k | 38.36 | |
Alexion Pharmaceuticals | 0.3 | $410k | 2.5k | 165.92 | |
Vanguard European ETF (VGK) | 0.3 | $406k | 7.4k | 55.19 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $395k | 4.3k | 91.65 | |
Devon Energy Corporation (DVN) | 0.3 | $355k | 5.2k | 68.27 | |
Utilities SPDR (XLU) | 0.2 | $303k | 7.2k | 42.18 | |
Atlas Copco AB (ATLKY) | 0.2 | $306k | 11k | 28.70 | |
Berkshire Hathaway (BRK.B) | 0.2 | $296k | 2.1k | 138.38 | |
Severn Trent (STRNY) | 0.2 | $295k | 9.7k | 30.48 | |
GlaxoSmithKline | 0.2 | $277k | 6.0k | 45.91 | |
Kone Oyj Adr B (KNYJY) | 0.2 | $270k | 13k | 20.12 | |
Spartan Tot Mkt Index | 0.2 | $268k | 4.6k | 57.68 | |
Caterpillar (CAT) | 0.2 | $245k | 2.5k | 98.99 | |
Fidelity Concord Str Sp 500 Id | 0.2 | $234k | 3.3k | 70.25 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $206k | 5.0k | 41.62 | |
DNP Select Income Fund (DNP) | 0.1 | $197k | 20k | 10.09 |