Wall Street Access Asset Management as of Sept. 30, 2014
Portfolio Holdings for Wall Street Access Asset Management
Wall Street Access Asset Management holds 117 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 |
---|---|---|---|---|---|
3D Systems Corporation (DDD) | 7.5 | $14M | 365k | 38.02 | |
Park-Ohio Holdings (PKOH) | 6.7 | $12M | 234k | 52.79 | |
Eagle Materials (EXP) | 3.9 | $7.2M | 82k | 87.69 | |
Kinder Morgan (KMI) | 3.6 | $6.6M | 172k | 38.67 | |
Fnf (FNF) | 3.6 | $6.6M | 222k | 29.73 | |
Luminex Corporation | 2.6 | $4.8M | 253k | 19.02 | |
Exxon Mobil Corporation (XOM) | 2.6 | $4.8M | 49k | 96.70 | |
ConocoPhillips (COP) | 2.5 | $4.6M | 64k | 72.40 | |
E.I. du Pont de Nemours & Company | 2.5 | $4.6M | 66k | 69.26 | |
Fidelity National Information Services (FIS) | 2.4 | $4.4M | 76k | 58.33 | |
Microsoft Corporation (MSFT) | 2.3 | $4.2M | 91k | 46.93 | |
Abbvie (ABBV) | 2.3 | $4.2M | 67k | 63.08 | |
Main Street Capital Corporation (MAIN) | 2.2 | $4.1M | 129k | 31.72 | |
Teva Pharmaceutical Industries (TEVA) | 2.0 | $3.7M | 66k | 56.31 | |
Suburban Propane Partners (SPH) | 1.9 | $3.4M | 77k | 45.00 | |
Oxford Lane Cap Corp (OXLC) | 1.9 | $3.4M | 217k | 15.82 | |
Darling International (DAR) | 1.8 | $3.3M | 186k | 17.65 | |
Northeast Utilities System | 1.7 | $3.2M | 65k | 49.05 | |
Cisco Systems (CSCO) | 1.7 | $3.1M | 128k | 24.51 | |
CECO Environmental (CECO) | 1.4 | $2.6M | 184k | 14.21 | |
TICC Capital | 1.4 | $2.6M | 296k | 8.77 | |
Pfizer (PFE) | 1.4 | $2.5M | 84k | 29.93 | |
Plum Creek Timber | 1.4 | $2.5M | 61k | 40.85 | |
Watts Water Technologies (WTS) | 1.4 | $2.5M | 41k | 60.34 | |
Pure Cycle Corporation (PCYO) | 1.3 | $2.4M | 404k | 6.04 | |
Manulife Finl Corp (MFC) | 1.3 | $2.4M | 127k | 18.99 | |
Chubb Corporation | 1.3 | $2.4M | 24k | 99.38 | |
Gabelli Global Multimedia Trust (GGT) | 1.3 | $2.4M | 249k | 9.59 | |
Intercontinental Exchange (ICE) | 1.2 | $2.3M | 11k | 208.29 | |
Procter & Gamble Company (PG) | 1.1 | $2.1M | 24k | 87.07 | |
Avery Dennison Corp | 1.1 | $2.1M | 45k | 46.75 | |
Psychemedics (PMD) | 1.1 | $2.0M | 142k | 14.35 | |
Cincinnati Financial Corporation (CINF) | 1.1 | $2.0M | 40k | 50.46 | |
Chemtura Corporation | 1.1 | $1.9M | 84k | 23.30 | |
Digimarc Corporation (DMRC) | 1.0 | $1.9M | 65k | 28.36 | |
Berkshire Hath-cl B | 0.9 | $1.7M | 12k | 140.20 | |
Berkshire Hathaway Inc-cl A cl a 0 | 0.9 | $1.7M | 8.00 | 210000.00 | |
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 0.8 | $1.6M | 117k | 13.45 | |
Tortoise MLP Fund | 0.8 | $1.5M | 52k | 28.42 | |
Kinder Morgan Inc/delaware Wts | 0.8 | $1.5M | 419k | 3.49 | |
Johnson & Johnson (JNJ) | 0.8 | $1.4M | 13k | 107.76 | |
Chevron Corporation (CVX) | 0.8 | $1.4M | 12k | 119.88 | |
Canadian Natural Resources (CNQ) | 0.8 | $1.4M | 40k | 35.37 | |
American Vanguard Corp | 0.7 | $1.3M | 116k | 11.51 | |
Vanguard REIT ETF (VNQ) | 0.7 | $1.3M | 16k | 78.96 | |
Materalise Nv (MTLS) | 0.7 | $1.2M | 113k | 11.02 | |
Time Warner | 0.7 | $1.2M | 15k | 79.44 | |
Valley National Ban (VLY) | 0.6 | $1.1M | 115k | 9.96 | |
FirstMerit Corporation | 0.6 | $1.1M | 63k | 18.35 | |
Aes Tr Iii pfd cv 6.75% | 0.6 | $1.0M | 20k | 50.39 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.6 | $1.0M | 25k | 39.76 | |
Walt Disney Company (DIS) | 0.5 | $953k | 10k | 91.37 | |
People's United Financial | 0.4 | $821k | 56k | 14.60 | |
Omega Healthcare Investors (OHI) | 0.4 | $820k | 22k | 38.14 | |
General Electric Company | 0.4 | $660k | 26k | 25.82 | |
International Business Machines (IBM) | 0.3 | $638k | 3.9k | 164.52 | |
Biogen Idec (BIIB) | 0.3 | $642k | 2.0k | 321.00 | |
Thermo Fisher Scientific (TMO) | 0.3 | $588k | 5.0k | 117.60 | |
iShares Russell 2000 Value Index (IWN) | 0.3 | $597k | 6.0k | 100.03 | |
Bristol Myers Squibb (BMY) | 0.3 | $581k | 10k | 58.21 | |
Weyerhaeuser Company (WY) | 0.3 | $580k | 17k | 33.87 | |
Bp Plc-spons | 0.3 | $572k | 13k | 43.50 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $565k | 5.0k | 113.00 | |
Apple Computer | 0.3 | $578k | 5.3k | 108.08 | |
Phillips 66 (PSX) | 0.3 | $564k | 7.2k | 78.45 | |
Northfield Bancorp (NFBK) | 0.3 | $578k | 41k | 14.25 | |
Redwood Trust (RWT) | 0.3 | $540k | 30k | 18.31 | |
Mondelez Int (MDLZ) | 0.3 | $508k | 14k | 35.23 | |
Intel Corporation (INTC) | 0.3 | $474k | 14k | 34.01 | |
Time Warner Cable | 0.2 | $466k | 3.2k | 147.14 | |
Merck & Co (MRK) | 0.2 | $470k | 8.1k | 57.95 | |
Ameriprise Financial (AMP) | 0.2 | $447k | 3.5k | 126.31 | |
Amer Intl Grp Com Usd2.50 | 0.2 | $434k | 8.1k | 53.55 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $383k | 1.9k | 201.58 | |
Marsh & McLennan Companies (MMC) | 0.2 | $380k | 7.0k | 54.33 | |
At&t (T) | 0.2 | $364k | 10k | 34.87 | |
Verizon Communications (VZ) | 0.2 | $365k | 7.3k | 50.23 | |
Wells Fargo & Company (WFC) | 0.2 | $342k | 6.5k | 53.02 | |
AMERIGAS PARTNERS LP Com Stk | 0.2 | $353k | 7.7k | 46.14 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $325k | 3.1k | 105.38 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $317k | 5.2k | 60.48 | |
Royal Dutch Shell | 0.2 | $309k | 4.3k | 71.86 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $312k | 2.0k | 156.39 | |
General Motors Company (GM) | 0.2 | $322k | 10k | 31.48 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.2 | $306k | 2.9k | 104.22 | |
Google Inc Class C | 0.2 | $313k | 560.00 | 558.93 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $301k | 7.1k | 42.21 | |
EOG Resources (EOG) | 0.2 | $295k | 3.1k | 95.16 | |
0.2 | $301k | 530.00 | 567.92 | ||
iShares MSCI Japan Index | 0.2 | $290k | 24k | 12.05 | |
Air Prod & Chem | 0.2 | $296k | 2.2k | 134.55 | |
Altria (MO) | 0.1 | $273k | 5.7k | 48.32 | |
Halliburton Company (HAL) | 0.1 | $278k | 5.0k | 55.13 | |
Boeing | 0.1 | $269k | 2.2k | 125.12 | |
Universal Display Corporation (OLED) | 0.1 | $271k | 8.7k | 31.33 | |
Energy Transfer Partners | 0.1 | $270k | 4.2k | 64.52 | |
Bed Bath & Beyond | 0.1 | $280k | 4.2k | 67.31 | |
Kraft Foods | 0.1 | $271k | 4.8k | 56.39 | |
Abbott Laboratories | 0.1 | $266k | 6.1k | 43.61 | |
Barrick Gold Corp | 0.1 | $256k | 22k | 11.86 | |
Southwestern Energy Company | 0.1 | $234k | 7.2k | 32.50 | |
Enbridge Energy Partners | 0.1 | $231k | 6.4k | 36.09 | |
Banco Santander (SAN) | 0.1 | $236k | 27k | 8.76 | |
Monsanto Company | 0.1 | $217k | 1.9k | 115.12 | |
New York Community Ban | 0.1 | $197k | 12k | 15.95 | |
HDFC Bank (HDB) | 0.1 | $210k | 4.0k | 52.50 | |
Rstk Northfield Bancorp Inc De | 0.1 | $152k | 11k | 14.21 | |
Cantel Medical | 0.1 | $124k | 3.6k | 34.44 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $131k | 10k | 13.00 | |
Immersion Corporation (IMMR) | 0.1 | $105k | 13k | 8.39 | |
Corning Incorporated (GLW) | 0.1 | $87k | 4.5k | 19.33 | |
MoSys | 0.1 | $90k | 34k | 2.68 | |
Cyberonics | 0.0 | $77k | 1.5k | 51.33 | |
Zynga | 0.0 | $78k | 31k | 2.56 | |
Abtech Holdings | 0.0 | $72k | 225k | 0.32 | |
Dynavax Technologies Corporation | 0.0 | $60k | 37k | 1.64 | |
Pershing Gold | 0.0 | $16k | 50k | 0.32 |