Wall Street Access Asset Management as of March 31, 2016
Portfolio Holdings for Wall Street Access Asset Management
Wall Street Access Asset Management holds 241 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Park-Ohio Holdings (PKOH) | 5.2 | $9.5M | 221k | 42.82 | |
Fnf (FNF) | 3.5 | $6.4M | 190k | 33.90 | |
Eagle Materials (EXP) | 3.2 | $5.9M | 84k | 70.11 | |
3D Systems Corporation (DDD) | 3.1 | $5.6M | 362k | 15.47 | |
Microsoft Corporation (MSFT) | 3.0 | $5.4M | 97k | 55.23 | |
Fidelity National Information Services (FIS) | 2.6 | $4.7M | 75k | 63.31 | |
Luminex Corporation | 2.6 | $4.7M | 244k | 19.40 | |
Abbvie (ABBV) | 2.3 | $4.2M | 74k | 57.11 | |
Procter & Gamble Company (PG) | 2.2 | $4.0M | 49k | 82.31 | |
Main Street Capital Corporation (MAIN) | 2.2 | $4.0M | 128k | 31.34 | |
Exxon Mobil Corporation (XOM) | 2.1 | $3.7M | 45k | 83.58 | |
Cisco Systems (CSCO) | 2.0 | $3.6M | 128k | 28.47 | |
Eversource Energy (ES) | 1.9 | $3.5M | 59k | 58.33 | |
Teva Pharmaceutical Industries (TEVA) | 1.8 | $3.3M | 62k | 53.49 | |
Kinder Morgan (KMI) | 1.6 | $3.0M | 167k | 17.85 | |
Weyerhaeuser Company (WY) | 1.6 | $3.0M | 95k | 30.97 | |
Avery Dennison Corp | 1.6 | $3.0M | 41k | 72.10 | |
Pfizer (PFE) | 1.4 | $2.6M | 89k | 29.63 | |
Digimarc Corporation (DMRC) | 1.4 | $2.5M | 84k | 30.29 | |
ConocoPhillips (COP) | 1.4 | $2.5M | 61k | 40.26 | |
Apple Computer | 1.3 | $2.4M | 22k | 108.96 | |
Intercontinental Exchange (ICE) | 1.3 | $2.4M | 10k | 235.08 | |
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 1.3 | $2.3M | 215k | 10.85 | |
Scholastic Corporation (SCHL) | 1.3 | $2.3M | 62k | 37.36 | |
Baxalta Incorporated | 1.3 | $2.3M | 57k | 40.40 | |
Manulife Finl Corp (MFC) | 1.2 | $2.2M | 157k | 14.13 | |
Chemtura Corporation | 1.2 | $2.2M | 84k | 26.39 | |
Watts Water Technologies (WTS) | 1.1 | $2.1M | 38k | 55.12 | |
Suburban Propane Partners (SPH) | 1.1 | $2.1M | 69k | 29.88 | |
Berkshire Hath-cl B | 1.1 | $1.9M | 14k | 141.85 | |
Gabelli Global Multimedia Trust (GGT) | 1.1 | $1.9M | 240k | 7.94 | |
Psychemedics (PMD) | 1.0 | $1.9M | 135k | 13.75 | |
Darling International (DAR) | 1.0 | $1.8M | 140k | 13.17 | |
Pure Cycle Corporation (PCYO) | 1.0 | $1.8M | 394k | 4.51 | |
Berkshire Hathaway Inc-cl A cl a 0 | 0.9 | $1.7M | 8.00 | 213375.00 | |
Johnson & Johnson (JNJ) | 0.9 | $1.7M | 16k | 108.19 | |
Oxford Lane Cap Corp (OXLC) | 0.9 | $1.7M | 197k | 8.45 | |
Flamel Technologies | 0.9 | $1.6M | 144k | 11.04 | |
Cincinnati Financial Corporation (CINF) | 0.9 | $1.6M | 24k | 65.35 | |
Chubb (CB) | 0.9 | $1.6M | 13k | 119.08 | |
Bp Plc-spons | 0.7 | $1.3M | 44k | 30.18 | |
Chevron Corporation (CVX) | 0.7 | $1.2M | 13k | 91.76 | |
FirstMerit Corporation | 0.7 | $1.2M | 56k | 21.04 | |
Boeing | 0.6 | $1.1M | 9.1k | 126.92 | |
Walt Disney Company (DIS) | 0.6 | $1.1M | 11k | 99.24 | |
CECO Environmental (CECO) | 0.6 | $1.1M | 170k | 6.21 | |
Aes Tr Iii pfd cv 6.75% | 0.6 | $1.0M | 20k | 50.50 | |
General Electric Company | 0.5 | $938k | 30k | 31.75 | |
At&t (T) | 0.5 | $941k | 24k | 39.14 | |
Huntsman Corporation (HUN) | 0.5 | $950k | 72k | 13.29 | |
Omega Healthcare Investors (OHI) | 0.5 | $916k | 26k | 35.28 | |
People's United Financial | 0.5 | $912k | 53k | 17.12 | |
Baxter Intl Inc Com Stk | 0.5 | $895k | 22k | 41.07 | |
New York Community Ban | 0.5 | $871k | 55k | 15.88 | |
Canadian Natural Resources (CNQ) | 0.5 | $854k | 32k | 26.98 | |
Baidu.com | 0.5 | $835k | 4.4k | 190.86 | |
Ethan Allen Interiors (ETD) | 0.5 | $818k | 26k | 31.80 | |
International Business Machines (IBM) | 0.5 | $813k | 5.4k | 151.37 | |
Dow Chemical Company | 0.4 | $800k | 16k | 50.84 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $792k | 1.0k | 762.27 | |
Time Warner | 0.4 | $764k | 11k | 72.53 | |
General Motors Company (GM) | 0.4 | $753k | 24k | 31.41 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $742k | 997.00 | 744.23 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $729k | 19k | 39.01 | |
Range Resources (RRC) | 0.4 | $682k | 21k | 32.37 | |
Tortoise MLP Fund | 0.4 | $686k | 42k | 16.32 | |
Bristol Myers Squibb (BMY) | 0.4 | $678k | 11k | 63.80 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.4 | $667k | 6.3k | 105.29 | |
National Fuel Gas (NFG) | 0.4 | $655k | 13k | 50.00 | |
iShares Russell 2000 Value Index (IWN) | 0.4 | $653k | 7.0k | 93.11 | |
TICC Capital | 0.3 | $643k | 134k | 4.79 | |
Northfield Bancorp (NFBK) | 0.3 | $642k | 39k | 16.44 | |
Materalise Nv (MTLS) | 0.3 | $626k | 83k | 7.59 | |
Biogen Idec (BIIB) | 0.3 | $598k | 2.3k | 260.00 | |
Scorpio Tankers | 0.3 | $597k | 103k | 5.82 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $573k | 5.0k | 114.60 | |
Citigroup (C) | 0.3 | $560k | 13k | 41.70 | |
Amgen (AMGN) | 0.3 | $544k | 3.6k | 149.66 | |
Mondelez Int (MDLZ) | 0.3 | $535k | 13k | 40.09 | |
Amorepacific Corp Pfd Shs Non p | 0.3 | $549k | 2.9k | 192.63 | |
Hess (HES) | 0.3 | $517k | 9.8k | 52.57 | |
Phillips 66 (PSX) | 0.3 | $517k | 6.0k | 86.48 | |
Allergan | 0.3 | $514k | 1.9k | 267.57 | |
Aerojet Rocketdy | 0.3 | $491k | 30k | 16.37 | |
Universal Display Corporation (OLED) | 0.3 | $466k | 8.6k | 54.03 | |
Triumph (TGI) | 0.3 | $469k | 15k | 31.45 | |
Amer Intl Grp Com Usd2.50 | 0.2 | $448k | 8.3k | 54.01 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $429k | 2.1k | 205.46 | |
Merck & Co (MRK) | 0.2 | $432k | 8.2k | 52.82 | |
United Technologies Corporation | 0.2 | $425k | 4.3k | 99.91 | |
Gilead Sciences (GILD) | 0.2 | $424k | 4.6k | 91.85 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $401k | 6.8k | 59.21 | |
Verizon Communications (VZ) | 0.2 | $398k | 7.4k | 53.95 | |
Altria (MO) | 0.2 | $402k | 6.4k | 62.51 | |
AEGEAN MARINE PETROLEUM Networ Com Stk | 0.2 | $393k | 52k | 7.56 | |
Yahoo! | 0.2 | $387k | 11k | 36.80 | |
Cypress Semiconductor Corporation | 0.2 | $373k | 43k | 8.64 | |
McDonald's Corporation (MCD) | 0.2 | $366k | 2.9k | 125.43 | |
EOG Resources (EOG) | 0.2 | $367k | 5.1k | 72.52 | |
Esterline Technologies Corporation | 0.2 | $354k | 5.5k | 63.98 | |
J.C. Penney Company | 0.2 | $349k | 32k | 11.06 | |
Intel Corporation (INTC) | 0.2 | $353k | 11k | 32.29 | |
Goldman Sachs (GS) | 0.2 | $323k | 2.1k | 156.87 | |
Ameriprise Financial (AMP) | 0.2 | $332k | 3.5k | 93.81 | |
Caterpillar (CAT) | 0.2 | $320k | 4.2k | 76.50 | |
FedEx Corporation (FDX) | 0.2 | $325k | 2.0k | 162.42 | |
American Eagle Outfitters (AEO) | 0.2 | $334k | 20k | 16.65 | |
Coach | 0.2 | $320k | 8.0k | 40.03 | |
Sherwin-Williams Company (SHW) | 0.2 | $319k | 1.1k | 284.06 | |
Wells Fargo & Company (WFC) | 0.2 | $331k | 6.9k | 48.32 | |
Redwood Trust (RWT) | 0.2 | $333k | 26k | 13.06 | |
Thermo Fisher Scientific (TMO) | 0.2 | $325k | 2.3k | 141.30 | |
Harman International Industries | 0.2 | $324k | 3.9k | 84.16 | |
AMERIGAS PARTNERS LP Com Stk | 0.2 | $323k | 7.5k | 43.36 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $335k | 3.0k | 111.33 | |
Koninklijke Philips Electronics NV (PHG) | 0.2 | $314k | 11k | 28.53 | |
Energy Transfer Partners | 0.2 | $306k | 9.5k | 32.24 | |
Facebook Inc cl a (META) | 0.2 | $301k | 2.6k | 113.76 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $282k | 8.2k | 34.21 | |
Annaly Capital Management | 0.2 | $282k | 28k | 10.25 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $296k | 4.3k | 68.20 | |
Seagate Technology Com Stk | 0.2 | $284k | 8.3k | 34.34 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $296k | 1.8k | 162.55 | |
J Alexanders Holding | 0.2 | $296k | 28k | 10.54 | |
E.I. du Pont de Nemours & Company | 0.1 | $264k | 4.2k | 63.22 | |
Philip Morris International (PM) | 0.1 | $281k | 2.9k | 98.05 | |
Kite Pharma | 0.1 | $273k | 6.0k | 45.84 | |
Bank of America Corporation (BAC) | 0.1 | $254k | 19k | 13.47 | |
Coca-Cola Company (KO) | 0.1 | $254k | 5.5k | 46.26 | |
Monsanto Company | 0.1 | $253k | 2.9k | 87.39 | |
Abbott Laboratories | 0.1 | $255k | 6.1k | 41.80 | |
Starz - Liberty Capital | 0.1 | $250k | 9.5k | 26.28 | |
Main Str Cap Corp equities | 0.1 | $262k | 10k | 25.31 | |
KBR (KBR) | 0.1 | $241k | 16k | 15.43 | |
Eastman Chemical Company (EMN) | 0.1 | $238k | 3.3k | 71.95 | |
Marsh & McLennan Companies (MMC) | 0.1 | $242k | 4.0k | 60.59 | |
Enbridge Energy Partners | 0.1 | $236k | 13k | 18.29 | |
Barrick Gold Corp | 0.1 | $232k | 17k | 13.55 | |
Titan International (TWI) | 0.1 | $212k | 40k | 5.37 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $225k | 2.7k | 84.84 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $223k | 17k | 13.43 | |
Time Warner Cable | 0.1 | $204k | 1.0k | 204.00 | |
HSBC Holdings (HSBC) | 0.1 | $197k | 6.4k | 30.97 | |
Leucadia National | 0.1 | $202k | 13k | 16.10 | |
3M Company (MMM) | 0.1 | $208k | 1.3k | 166.40 | |
Las Vegas Sands (LVS) | 0.1 | $196k | 3.8k | 51.58 | |
Royal Dutch Shell | 0.1 | $208k | 4.3k | 48.37 | |
iShares MSCI Japan Index | 0.1 | $196k | 17k | 11.37 | |
Rstk Northfield Bancorp Inc De | 0.1 | $175k | 11k | 16.36 | |
Mylan Nv | 0.1 | $170k | 3.7k | 46.26 | |
Tsakos Energy Navigation | 0.1 | $139k | 23k | 6.18 | |
Doubleline Opportunistic Cr (DBL) | 0.1 | $141k | 5.3k | 26.47 | |
Rolls-royce Hldgs Ord F ufo (RYCEF) | 0.1 | $122k | 13k | 9.76 | |
Qualcomm (QCOM) | 0.1 | $102k | 2.0k | 50.75 | |
American Railcar Industries | 0.1 | $100k | 2.5k | 40.40 | |
Corning Incorporated (GLW) | 0.1 | $94k | 4.5k | 20.89 | |
Home Depot (HD) | 0.1 | $91k | 685.00 | 132.85 | |
Barclays Bank Plc 8.125% Non C p | 0.1 | $82k | 3.2k | 25.91 | |
Pimco Municipal Income Fund III (PMX) | 0.1 | $89k | 7.4k | 12.02 | |
Norfolk Southern (NSC) | 0.0 | $75k | 905.00 | 82.87 | |
Cummins (CMI) | 0.0 | $78k | 715.00 | 109.09 | |
Banco Santander (SAN) | 0.0 | $71k | 16k | 4.33 | |
Livanova Plc Ord (LIVN) | 0.0 | $80k | 1.5k | 53.33 | |
Federal-Mogul Corporation | 0.0 | $48k | 4.9k | 9.84 | |
Archer Daniels Midland Company (ADM) | 0.0 | $49k | 1.4k | 36.03 | |
Mohawk Industries (MHK) | 0.0 | $46k | 245.00 | 187.76 | |
Southern Company (SO) | 0.0 | $53k | 1.0k | 51.51 | |
TransDigm Group Incorporated (TDG) | 0.0 | $49k | 225.00 | 217.78 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $58k | 1.4k | 42.55 | |
Powershares Senior Loan Portfo mf | 0.0 | $49k | 2.2k | 22.69 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $46k | 995.00 | 46.23 | |
Transocean (RIG) | 0.0 | $43k | 4.7k | 9.14 | |
Mid-America Apartment (MAA) | 0.0 | $30k | 300.00 | 100.00 | |
Toll Brothers (TOL) | 0.0 | $34k | 1.2k | 29.18 | |
Aaron's | 0.0 | $31k | 1.3k | 24.53 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.0 | $37k | 33k | 1.12 | |
MoSys | 0.0 | $41k | 64k | 0.65 | |
SPDR Barclays Capital High Yield B | 0.0 | $36k | 1.1k | 33.96 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.0 | $36k | 389.00 | 92.54 | |
Nuveen Real (JRI) | 0.0 | $30k | 2.0k | 15.31 | |
Restoration Hardware Hldgs I | 0.0 | $32k | 782.00 | 40.92 | |
Cocrystal Pharma | 0.0 | $34k | 50k | 0.68 | |
United Parcel Service (UPS) | 0.0 | $12k | 122.00 | 98.36 | |
PPG Industries (PPG) | 0.0 | $11k | 100.00 | 110.00 | |
Automatic Data Processing (ADP) | 0.0 | $23k | 266.00 | 86.47 | |
BE Aerospace | 0.0 | $22k | 488.00 | 45.08 | |
Marathon Oil Corporation (MRO) | 0.0 | $15k | 1.4k | 10.71 | |
ArcelorMittal | 0.0 | $27k | 6.0k | 4.50 | |
NuStar Energy | 0.0 | $10k | 255.00 | 39.22 | |
HCP | 0.0 | $10k | 310.00 | 32.26 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $12k | 113.00 | 106.19 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $12k | 1.1k | 10.91 | |
Pimco Municipal Income Fund (PMF) | 0.0 | $11k | 725.00 | 15.17 | |
Market Vectors High Yield Muni. Ind | 0.0 | $10k | 325.00 | 30.77 | |
Eaton Vance Pa Mun Bd | 0.0 | $12k | 900.00 | 13.33 | |
PIMCO Strategic Global Government Fund (RCS) | 0.0 | $12k | 1.4k | 8.51 | |
Van Kampen Advantage Muni Incm Tr II (VKI) | 0.0 | $10k | 820.00 | 12.20 | |
Nuveen Ga Div Adv Mun Fd 2 | 0.0 | $10k | 745.00 | 13.42 | |
Nuveen Municipal Income Fund (NMI) | 0.0 | $12k | 1.0k | 12.00 | |
Apollo Sr Floating Rate Fd I (AFT) | 0.0 | $19k | 1.3k | 14.87 | |
Kinder Morgan Inc/delaware Wts | 0.0 | $11k | 273k | 0.04 | |
Highland Fds i hi ld iboxx srln | 0.0 | $23k | 1.3k | 18.04 | |
Doubleline Income Solutions (DSL) | 0.0 | $24k | 1.5k | 16.27 | |
Doubleline Total Etf etf (TOTL) | 0.0 | $26k | 530.00 | 49.06 | |
Loews Corporation (L) | 0.0 | $9.0k | 241.00 | 37.34 | |
Western Union Company (WU) | 0.0 | $8.0k | 450.00 | 17.78 | |
Consolidated Edison (ED) | 0.0 | $3.0k | 50.00 | 60.00 | |
Union Pacific Corporation (UNP) | 0.0 | $7.0k | 100.00 | 70.00 | |
Lockheed Martin Corporation (LMT) | 0.0 | $5.0k | 23.00 | 217.39 | |
Pepsi (PEP) | 0.0 | $3.0k | 30.00 | 100.00 | |
Nortel Networks Corporation | 0.0 | $0 | 18k | 0.00 | |
St. Joe Company (JOE) | 0.0 | $3.0k | 215.00 | 13.95 | |
Frontier Communications | 0.0 | $0 | 144.00 | 0.00 | |
C.H. Robinson Worldwide (CHRW) | 0.0 | $4.0k | 56.00 | 71.43 | |
First Horizon National Corporation (FHN) | 0.0 | $0 | 20.00 | 0.00 | |
Enterprise Products Partners (EPD) | 0.0 | $3.0k | 160.00 | 18.75 | |
DTE Energy Company (DTE) | 0.0 | $3.0k | 35.00 | 85.71 | |
Post Properties | 0.0 | $6.0k | 117.00 | 51.28 | |
Ferrellgas Partners | 0.0 | $3.0k | 175.00 | 17.14 | |
Winthrop Realty Trust | 0.0 | $0 | 50.00 | 0.00 | |
Oilsands Quest | 0.0 | $0 | 18k | 0.00 | |
SPDR S&P Oil & Gas Explore & Prod. | 0.0 | $3.0k | 120.00 | 25.00 | |
PowerShares Preferred Portfolio | 0.0 | $2.0k | 200.00 | 10.00 | |
Nuveen Muni Value Fund (NUV) | 0.0 | $5.0k | 530.00 | 9.43 | |
Enerplus Corp | 0.0 | $0 | 225.00 | 0.00 | |
Invesco Van Kampen Penn Vl MI Trust (VPV) | 0.0 | $9.0k | 735.00 | 12.24 | |
PIMCO High Income Fund (PHK) | 0.0 | $2.0k | 250.00 | 8.00 | |
American Intl Group | 0.0 | $0 | 6.00 | 0.00 | |
Non Invasive Monitoring System (NIMU) | 0.0 | $4.8k | 40k | 0.12 | |
Abtech Holdings | 0.0 | $4.5k | 225k | 0.02 | |
Salient Midstream & M | 0.0 | $4.0k | 500.00 | 8.00 | |
Nuveen Preferred And equity (JPI) | 0.0 | $5.0k | 218.00 | 22.94 | |
Mainstay Definedterm Mn Opp (MMD) | 0.0 | $5.0k | 283.00 | 17.67 | |
Goldman Sachs Mlp Inc Opp | 0.0 | $4.0k | 550.00 | 7.27 | |
California Resources | 0.0 | $0 | 392.00 | 0.00 | |
Cytosorbents (CTSO) | 0.0 | $9.0k | 2.5k | 3.60 | |
Neomedia Technologies (NEOM) | 0.0 | $0 | 33k | 0.00 | |
Kraft Heinz (KHC) | 0.0 | $1.0k | 25.00 | 40.00 | |
Chemours (CC) | 0.0 | $4.0k | 600.00 | 6.67 | |
Ardic Expl & Dev Inc Ltd Cap S | 0.0 | $0 | 36k | 0.00 | |
Ncoat Inc Com No Stockholders | 0.0 | $0 | 50k | 0.00 |