Wall Street Access Asset Management as of March 31, 2014
Portfolio Holdings for Wall Street Access Asset Management
Wall Street Access Asset Management holds 109 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
3D Systems Corporation (DDD) | 11.6 | $21M | 361k | 59.15 | |
Park-Ohio Holdings (PKOH) | 7.3 | $14M | 240k | 56.15 | |
Eagle Materials (EXP) | 4.0 | $7.5M | 84k | 88.66 | |
Fidelity National Financial | 3.8 | $7.0M | 223k | 31.44 | |
Kinder Morgan (KMI) | 2.9 | $5.3M | 163k | 32.49 | |
Exxon Mobil Corporation (XOM) | 2.7 | $5.0M | 51k | 97.67 | |
E.I. du Pont de Nemours & Company | 2.5 | $4.5M | 67k | 67.10 | |
Luminex Corporation | 2.4 | $4.5M | 246k | 18.11 | |
ConocoPhillips (COP) | 2.3 | $4.3M | 61k | 70.34 | |
Fidelity National Information Services (FIS) | 2.2 | $4.1M | 76k | 53.45 | |
Main Street Capital Corporation (MAIN) | 2.1 | $4.0M | 119k | 33.23 | |
Microsoft Corporation (MSFT) | 2.1 | $3.8M | 94k | 40.99 | |
Oxford Lane Cap Corp (OXLC) | 2.0 | $3.6M | 218k | 16.70 | |
Teva Pharmaceutical Industries (TEVA) | 1.9 | $3.5M | 66k | 52.84 | |
Abbvie (ABBV) | 1.9 | $3.4M | 66k | 51.39 | |
Suburban Propane Partners (SPH) | 1.7 | $3.2M | 77k | 41.53 | |
Plum Creek Timber | 1.7 | $3.1M | 74k | 42.04 | |
American Vanguard Corp | 1.7 | $3.1M | 144k | 21.65 | |
CECO Environmental (CECO) | 1.7 | $3.1M | 184k | 16.59 | |
Northeast Utilities System | 1.6 | $3.0M | 66k | 45.49 | |
Darling International (DAR) | 1.6 | $3.0M | 149k | 20.01 | |
TICC Capital | 1.6 | $3.0M | 302k | 9.78 | |
Cisco Systems (CSCO) | 1.5 | $2.7M | 128k | 21.28 | |
Pfizer (PFE) | 1.5 | $2.7M | 84k | 32.11 | |
Manulife Finl Corp (MFC) | 1.3 | $2.5M | 127k | 19.31 | |
Pure Cycle Corporation (PCYO) | 1.3 | $2.4M | 404k | 6.05 | |
Psychemedics (PMD) | 1.3 | $2.4M | 142k | 17.13 | |
Watts Water Technologies (WTS) | 1.3 | $2.4M | 41k | 58.67 | |
Avery Dennison Corp | 1.2 | $2.3M | 45k | 50.65 | |
Chubb Corporation | 1.2 | $2.3M | 26k | 89.29 | |
Intercontinental Exchange (ICE) | 1.2 | $2.1M | 11k | 197.76 | |
Cincinnati Financial Corporation (CINF) | 1.1 | $2.0M | 41k | 48.64 | |
Gabelli Global Multimedia Trust (GGT) | 1.1 | $2.0M | 182k | 10.79 | |
Canadian Natural Resources (CNQ) | 0.8 | $1.5M | 40k | 38.36 | |
Berkshire Hath-cl B | 0.8 | $1.5M | 12k | 124.92 | |
Berkshire Hathaway Inc-cl A cl a 0 | 0.8 | $1.5M | 8.00 | 187250.00 | |
Chevron Corporation (CVX) | 0.8 | $1.4M | 12k | 118.87 | |
Tortoise MLP Fund | 0.8 | $1.4M | 52k | 26.71 | |
FirstMerit Corporation | 0.7 | $1.3M | 64k | 20.83 | |
Johnson & Johnson (JNJ) | 0.7 | $1.3M | 13k | 98.20 | |
Valley National Ban (VLY) | 0.7 | $1.2M | 117k | 10.40 | |
Barrick Gold Corp | 0.6 | $1.2M | 66k | 17.83 | |
Digimarc Corporation (DMRC) | 0.6 | $1.1M | 34k | 31.40 | |
Vanguard REIT ETF (VNQ) | 0.6 | $1.1M | 15k | 70.57 | |
Aes Tr Iii pfd cv 6.75% | 0.6 | $1.0M | 20k | 51.08 | |
Time Warner | 0.5 | $987k | 15k | 65.29 | |
Chemtura Corporation | 0.5 | $993k | 39k | 25.27 | |
Walt Disney Company (DIS) | 0.5 | $835k | 10k | 80.06 | |
People's United Financial | 0.4 | $815k | 55k | 14.87 | |
International Business Machines (IBM) | 0.4 | $746k | 3.9k | 192.37 | |
Omega Healthcare Investors (OHI) | 0.4 | $754k | 23k | 33.51 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $732k | 19k | 39.02 | |
Kinder Morgan Inc/delaware Wts | 0.4 | $735k | 418k | 1.76 | |
Redwood Trust (RWT) | 0.4 | $701k | 35k | 20.27 | |
Aercap Holdings Nv Ord Cmn (AER) | 0.4 | $662k | 16k | 42.17 | |
Phillips 66 (PSX) | 0.3 | $650k | 8.4k | 77.02 | |
Thermo Fisher Scientific (TMO) | 0.3 | $601k | 5.0k | 120.20 | |
Biogen Idec (BIIB) | 0.3 | $611k | 2.0k | 305.50 | |
0.3 | $590k | 530.00 | 1113.21 | ||
iShares Russell 2000 Value Index (IWN) | 0.3 | $582k | 5.8k | 100.81 | |
Northfield Bancorp (NFBK) | 0.3 | $572k | 45k | 12.84 | |
Weyerhaeuser Company (WY) | 0.3 | $546k | 19k | 29.32 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $560k | 5.0k | 112.00 | |
Bristol Myers Squibb (BMY) | 0.3 | $522k | 10k | 51.88 | |
Merck & Co (MRK) | 0.3 | $514k | 9.1k | 56.73 | |
Bp Plc-spons | 0.3 | $506k | 11k | 48.01 | |
Mondelez Int (MDLZ) | 0.3 | $498k | 14k | 34.54 | |
General Electric Company | 0.2 | $458k | 18k | 25.85 | |
Time Warner Cable | 0.2 | $434k | 3.2k | 137.04 | |
Verizon Communications (VZ) | 0.2 | $415k | 8.7k | 47.49 | |
Air Prod & Chem | 0.2 | $428k | 3.6k | 118.89 | |
Ameriprise Financial (AMP) | 0.2 | $389k | 3.5k | 109.92 | |
Apple Computer | 0.2 | $393k | 734.00 | 535.42 | |
Amer Intl Grp Com Usd2.50 | 0.2 | $382k | 7.6k | 49.97 | |
At&t (T) | 0.2 | $377k | 11k | 35.04 | |
Intel Corporation (INTC) | 0.2 | $363k | 14k | 25.77 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $359k | 1.9k | 186.98 | |
Marsh & McLennan Companies (MMC) | 0.2 | $344k | 7.0k | 49.19 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $330k | 5.4k | 60.65 | |
Wells Fargo & Company (WFC) | 0.2 | $335k | 6.8k | 49.63 | |
Halliburton Company (HAL) | 0.2 | $326k | 5.5k | 58.81 | |
EOG Resources (EOG) | 0.2 | $323k | 1.7k | 195.76 | |
Southwestern Energy Company | 0.2 | $335k | 7.3k | 45.89 | |
iShares MSCI Japan Index | 0.2 | $336k | 30k | 11.32 | |
AMERIGAS PARTNERS LP Com Stk | 0.2 | $323k | 7.7k | 42.22 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $327k | 2.1k | 152.66 | |
Royal Dutch Shell | 0.2 | $314k | 4.3k | 73.02 | |
Vodafone Group New Adr F (VOD) | 0.2 | $296k | 8.1k | 36.71 | |
Boeing | 0.1 | $269k | 2.2k | 125.12 | |
Universal Display Corporation (OLED) | 0.1 | $272k | 8.5k | 31.91 | |
Bed Bath & Beyond | 0.1 | $275k | 4.0k | 68.75 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.1 | $275k | 2.6k | 106.59 | |
Kraft Foods | 0.1 | $269k | 4.8k | 55.97 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $267k | 6.5k | 40.96 | |
Procter & Gamble Company (PG) | 0.1 | $264k | 3.3k | 80.46 | |
Altria (MO) | 0.1 | $248k | 6.7k | 37.29 | |
Abbott Laboratories | 0.1 | $234k | 6.1k | 38.36 | |
Energy Transfer Partners | 0.1 | $236k | 4.4k | 53.58 | |
New York Community Ban | 0.1 | $206k | 13k | 16.03 | |
HDFC Bank (HDB) | 0.1 | $205k | 5.0k | 41.00 | |
Cantel Medical | 0.1 | $121k | 3.6k | 33.61 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $128k | 10k | 12.70 | |
Rstk Northfield Bancorp Inc De | 0.1 | $137k | 11k | 12.80 | |
Abtech Holdings | 0.1 | $110k | 225k | 0.49 | |
Cyberonics | 0.1 | $98k | 1.5k | 65.33 | |
Dynavax Technologies Corporation | 0.0 | $65k | 37k | 1.78 | |
General Motors Company (GM) | 0.0 | $52k | 1.5k | 34.67 | |
Corning Incorporated (GLW) | 0.0 | $21k | 4.5k | 4.67 | |
Pershing Gold | 0.0 | $19k | 50k | 0.38 |