Wall Street Access Asset Management as of June 30, 2013
Portfolio Holdings for Wall Street Access Asset Management
Wall Street Access Asset Management holds 102 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3D Systems Corporation (DDD) | 13.4 | $22M | 500k | 43.90 | |
Park-Ohio Holdings (PKOH) | 5.8 | $9.5M | 287k | 32.98 | |
Kinder Morgan (KMI) | 3.5 | $5.8M | 153k | 38.15 | |
Fidelity National Financial | 3.3 | $5.3M | 224k | 23.89 | |
Eagle Materials (EXP) | 3.2 | $5.2M | 79k | 66.27 | |
Exxon Mobil Corporation (XOM) | 3.0 | $4.9M | 54k | 90.35 | |
Luminex Corp Del | 2.7 | $4.4M | 215k | 20.61 | |
Suburban Propane Partners (SPH) | 2.3 | $3.7M | 80k | 46.45 | |
ConocoPhillips (COP) | 2.2 | $3.6M | 60k | 60.49 | |
Fidelity National Information Services (FIS) | 2.2 | $3.6M | 83k | 42.84 | |
Plum Creek Timber | 2.1 | $3.5M | 76k | 46.67 | |
E.I. du Pont de Nemours & Company | 2.0 | $3.3M | 64k | 52.49 | |
Main Street Capital Corporation (MAIN) | 2.0 | $3.3M | 121k | 27.69 | |
TICC Capital | 2.0 | $3.2M | 335k | 9.62 | |
Microsoft Corporation (MSFT) | 1.9 | $3.0M | 88k | 34.55 | |
Cisco Systems (CSCO) | 1.8 | $3.0M | 123k | 24.33 | |
Spectra Energy | 1.8 | $2.9M | 83k | 34.46 | |
Northeast Utilities System | 1.7 | $2.8M | 67k | 42.03 | |
Oxford Lane Cap Corp (OXLC) | 1.7 | $2.8M | 168k | 16.55 | |
Chubb Corporation | 1.6 | $2.6M | 31k | 84.66 | |
Canadian Natural Resources (CNQ) | 1.6 | $2.6M | 91k | 28.26 | |
Pure Cycle Corporation (PCYO) | 1.6 | $2.6M | 458k | 5.59 | |
Abbvie (ABBV) | 1.5 | $2.4M | 61k | 39.31 | |
Cincinnati Financial Corporation (CINF) | 1.4 | $2.4M | 51k | 45.91 | |
Teva Pharmaceutical Industries (TEVA) | 1.4 | $2.3M | 59k | 39.21 | |
Pfizer (PFE) | 1.3 | $2.1M | 75k | 28.01 | |
Watts Water Technologies (WTS) | 1.3 | $2.1M | 46k | 45.33 | |
Kinder Morgan Inc/delaware Wts | 1.3 | $2.1M | 404k | 5.12 | |
American Vanguard Corp | 1.2 | $2.1M | 88k | 23.40 | |
Darling International (DAR) | 1.2 | $2.0M | 105k | 18.66 | |
CECO Environmental (CECO) | 1.1 | $1.8M | 149k | 12.30 | |
Avery Dennison Corp | 1.0 | $1.7M | 40k | 42.76 | |
Psychemedics (PMD) | 1.0 | $1.7M | 158k | 10.74 | |
FirstMerit Corporation | 1.0 | $1.6M | 79k | 20.03 | |
Tortoise MLP Fund | 0.9 | $1.5M | 53k | 29.24 | |
Manulife Finl Corp (MFC) | 0.9 | $1.5M | 95k | 16.02 | |
NYSE Euronext | 0.9 | $1.4M | 35k | 41.39 | |
Gabelli Global Multimedia Trust (GGT) | 0.9 | $1.5M | 156k | 9.36 | |
Berkshire Hath-cl B | 0.8 | $1.4M | 12k | 111.92 | |
Chevron Corporation (CVX) | 0.8 | $1.3M | 11k | 118.32 | |
Berkshire Hathaway Inc-cl A cl a 0 | 0.8 | $1.3M | 8.00 | 168625.00 | |
Johnson & Johnson (JNJ) | 0.8 | $1.2M | 14k | 85.86 | |
Barrick Gold Corp | 0.8 | $1.2M | 79k | 15.74 | |
Lender Processing Svcs | 0.7 | $1.2M | 37k | 32.62 | |
Phillips 66 (PSX) | 0.7 | $1.1M | 19k | 58.90 | |
Aes Tr Iii pfd cv 6.75% | 0.6 | $1.1M | 21k | 50.48 | |
Walt Disney Company (DIS) | 0.6 | $974k | 15k | 63.14 | |
Time Warner | 0.5 | $820k | 14k | 57.83 | |
International Business Machines (IBM) | 0.5 | $746k | 3.9k | 191.14 | |
Omega Healthcare Investors (OHI) | 0.5 | $729k | 24k | 31.02 | |
People's United Financial | 0.4 | $686k | 46k | 14.89 | |
Redwood Trust (RWT) | 0.4 | $610k | 36k | 17.00 | |
Merck & Co (MRK) | 0.4 | $592k | 13k | 46.47 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $585k | 15k | 39.27 | |
Weyerhaeuser Company (WY) | 0.3 | $562k | 20k | 28.50 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $560k | 5.0k | 112.00 | |
Bristol Myers Squibb (BMY) | 0.3 | $539k | 12k | 44.69 | |
Vodafone | 0.3 | $505k | 18k | 28.77 | |
General Electric Company | 0.3 | $494k | 21k | 23.20 | |
0.3 | $493k | 560.00 | 880.36 | ||
iShares Russell 2000 Value Index (IWN) | 0.3 | $491k | 5.7k | 85.87 | |
Northfield Bancorp (NFBK) | 0.3 | $478k | 41k | 11.73 | |
Time Warner Cable | 0.3 | $424k | 3.8k | 112.56 | |
Thermo Fisher Scientific (TMO) | 0.3 | $423k | 5.0k | 84.60 | |
Biogen Idec (BIIB) | 0.3 | $430k | 2.0k | 215.00 | |
AMERIGAS PARTNERS LP Com Stk | 0.3 | $424k | 8.6k | 49.40 | |
At&t (T) | 0.2 | $413k | 12k | 35.38 | |
Mondelez Int (MDLZ) | 0.2 | $411k | 14k | 28.50 | |
Air Prod & Chem | 0.2 | $366k | 4.0k | 91.50 | |
Amer Intl Grp Com Usd2.50 | 0.2 | $365k | 8.0k | 45.88 | |
Bank Of Amer 7.25% p | 0.2 | $331k | 13k | 25.46 | |
Bp Plc-spons | 0.2 | $307k | 7.4k | 41.77 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $293k | 5.5k | 52.88 | |
Wells Fargo & Company (WFC) | 0.2 | $296k | 7.2k | 41.30 | |
Royal Dutch Shell | 0.2 | $287k | 4.5k | 63.78 | |
Marsh & McLennan Companies (MMC) | 0.2 | $279k | 7.0k | 39.89 | |
Boeing | 0.2 | $271k | 2.7k | 102.26 | |
Energy Transfer Partners | 0.2 | $286k | 5.7k | 50.62 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $276k | 2.1k | 128.85 | |
Verizon Communications (VZ) | 0.2 | $262k | 5.2k | 50.36 | |
HDFC Bank (HDB) | 0.2 | $254k | 7.0k | 36.29 | |
Kraft Foods | 0.2 | $269k | 4.8k | 55.97 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $253k | 1.6k | 160.43 | |
Halliburton Company (HAL) | 0.1 | $250k | 6.0k | 41.72 | |
Procter & Gamble Company (PG) | 0.1 | $245k | 3.2k | 76.95 | |
New York Community Ban | 0.1 | $240k | 17k | 13.99 | |
Altria (MO) | 0.1 | $233k | 6.7k | 35.04 | |
Concur Technologies | 0.1 | $236k | 2.9k | 81.38 | |
Universal Display Corporation (OLED) | 0.1 | $229k | 8.2k | 28.10 | |
Enbridge Energy Partners | 0.1 | $233k | 7.7k | 30.46 | |
Wal-Mart Stores (WMT) | 0.1 | $215k | 2.9k | 74.58 | |
EOG Resources (EOG) | 0.1 | $217k | 1.7k | 131.52 | |
Abbott Laboratories | 0.1 | $220k | 6.3k | 34.92 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $175k | 10k | 17.50 | |
Abtech Holdings | 0.1 | $146k | 225k | 0.65 | |
Rstk Northfield Bancorp Inc De | 0.1 | $125k | 11k | 11.68 | |
Kodiak Oil & Gas | 0.1 | $93k | 11k | 8.86 | |
Cantel Medical | 0.1 | $81k | 2.4k | 33.75 | |
Cyberonics | 0.1 | $78k | 1.5k | 52.00 | |
Opko Health (OPK) | 0.1 | $89k | 13k | 7.12 | |
Corning Incorporated (GLW) | 0.0 | $64k | 4.5k | 14.22 | |
General Motors Company (GM) | 0.0 | $50k | 1.5k | 33.33 |