Wall Street Access Asset Management as of Sept. 30, 2016
Portfolio Holdings for Wall Street Access Asset Management
Wall Street Access Asset Management holds 147 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Park-Ohio Holdings (PKOH) | 4.6 | $8.1M | 222k | 36.45 | |
Fnf (FNF) | 3.9 | $6.9M | 186k | 36.91 | |
3D Systems Corporation (DDD) | 3.7 | $6.6M | 366k | 17.95 | |
Luminex Corporation | 3.1 | $5.6M | 245k | 22.72 | |
Microsoft Corporation (MSFT) | 3.1 | $5.5M | 96k | 57.60 | |
Fidelity National Information Services (FIS) | 3.1 | $5.5M | 71k | 77.02 | |
Eagle Materials (EXP) | 2.7 | $4.7M | 61k | 77.28 | |
Abbvie (ABBV) | 2.6 | $4.6M | 73k | 63.07 | |
Procter & Gamble Company (PG) | 2.5 | $4.4M | 49k | 89.74 | |
Main Street Capital Corporation (MAIN) | 2.5 | $4.4M | 127k | 34.33 | |
Kinder Morgan (KMI) | 2.3 | $4.1M | 176k | 23.13 | |
Cisco Systems (CSCO) | 2.2 | $4.0M | 125k | 31.72 | |
Exxon Mobil Corporation (XOM) | 2.2 | $3.9M | 44k | 87.27 | |
Eversource Energy (ES) | 1.8 | $3.2M | 59k | 54.16 | |
Teva Pharmaceutical Industries (TEVA) | 1.8 | $3.2M | 69k | 46.01 | |
Digimarc Corporation (DMRC) | 1.8 | $3.2M | 84k | 38.35 | |
BP (BP) | 1.8 | $3.1M | 89k | 35.15 | |
Scholastic Corporation (SCHL) | 1.8 | $3.1M | 80k | 39.36 | |
Gabelli Global Multimedia Trust (GGT) | 1.7 | $3.0M | 389k | 7.69 | |
Weyerhaeuser Company (WY) | 1.7 | $3.0M | 93k | 31.93 | |
Pfizer (PFE) | 1.7 | $2.9M | 87k | 33.87 | |
Avery Dennison Corporation (AVY) | 1.6 | $2.9M | 37k | 77.76 | |
Chemtura Corporation | 1.6 | $2.8M | 85k | 32.80 | |
Intercontinental Exchange (ICE) | 1.5 | $2.7M | 10k | 269.33 | |
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 1.5 | $2.7M | 216k | 12.48 | |
Psychemedics (PMD) | 1.5 | $2.7M | 135k | 19.82 | |
Manulife Finl Corp (MFC) | 1.4 | $2.4M | 170k | 14.11 | |
Flamel Technologies | 1.3 | $2.3M | 187k | 12.40 | |
Suburban Propane Partners (SPH) | 1.3 | $2.3M | 68k | 33.29 | |
Pure Cycle Corporation (PCYO) | 1.2 | $2.2M | 382k | 5.74 | |
Apple (AAPL) | 1.2 | $2.1M | 18k | 113.04 | |
Oxford Lane Cap Corp (OXLC) | 1.2 | $2.0M | 195k | 10.47 | |
Berkshire Hathaway (BRK.B) | 1.1 | $2.0M | 14k | 144.42 | |
CECO Environmental (CECO) | 1.1 | $1.9M | 173k | 11.27 | |
Darling International (DAR) | 1.1 | $1.9M | 139k | 13.51 | |
Cincinnati Financial Corporation (CINF) | 1.0 | $1.8M | 23k | 75.41 | |
Berkshire Hathaway (BRK.A) | 1.0 | $1.7M | 8.00 | 216125.00 | |
Chubb (CB) | 0.9 | $1.6M | 13k | 125.60 | |
Johnson & Johnson (JNJ) | 0.8 | $1.4M | 12k | 118.12 | |
Chevron Corporation (CVX) | 0.7 | $1.3M | 13k | 102.89 | |
Tsakos Energy Navigation | 0.6 | $1.1M | 236k | 4.82 | |
Baidu (BIDU) | 0.6 | $1.1M | 5.8k | 182.07 | |
Baxter International (BAX) | 0.6 | $1.0M | 22k | 47.59 | |
Canadian Natural Resources (CNQ) | 0.6 | $1.0M | 32k | 32.04 | |
Aes Tr Iii pfd cv 6.75% | 0.6 | $981k | 19k | 50.96 | |
Huntington Bancshares Incorporated (HBAN) | 0.5 | $949k | 96k | 9.86 | |
Walt Disney Company (DIS) | 0.5 | $938k | 10k | 92.77 | |
Omega Healthcare Investors (OHI) | 0.5 | $920k | 26k | 35.43 | |
People's United Financial | 0.5 | $906k | 57k | 15.82 | |
ConocoPhillips (COP) | 0.5 | $901k | 21k | 43.45 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $873k | 1.1k | 803.13 | |
Time Warner | 0.5 | $838k | 11k | 79.55 | |
International Business Machines (IBM) | 0.5 | $826k | 5.2k | 158.79 | |
Tortoise MLP Fund | 0.5 | $826k | 41k | 19.98 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $817k | 1.1k | 776.62 | |
General Electric Company | 0.5 | $799k | 27k | 29.61 | |
TICC Capital | 0.4 | $779k | 134k | 5.82 | |
Biogen Idec (BIIB) | 0.4 | $751k | 2.4k | 312.92 | |
iShares Russell 2000 Value Index (IWN) | 0.4 | $685k | 6.5k | 104.69 | |
Boeing Company (BA) | 0.4 | $652k | 5.0k | 131.72 | |
Northfield Bancorp (NFBK) | 0.4 | $644k | 40k | 16.08 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $613k | 16k | 39.45 | |
Materalise Nv (MTLS) | 0.3 | $627k | 82k | 7.70 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $582k | 5.0k | 116.40 | |
Mondelez Int (MDLZ) | 0.3 | $582k | 13k | 43.86 | |
Main Str Cap Corp equities | 0.3 | $580k | 22k | 25.95 | |
Amgen (AMGN) | 0.3 | $558k | 3.3k | 166.67 | |
Bristol Myers Squibb (BMY) | 0.3 | $548k | 10k | 53.83 | |
Amorepacific Corp Pfd Shs Non p | 0.3 | $548k | 2.9k | 192.28 | |
Goldman Sachs (GS) | 0.3 | $511k | 3.2k | 161.36 | |
AEGEAN MARINE PETROLEUM Networ Com Stk | 0.3 | $520k | 52k | 10.00 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $489k | 2.3k | 216.18 | |
At&t (T) | 0.3 | $493k | 12k | 40.56 | |
Huntsman Corporation (HUN) | 0.3 | $503k | 31k | 16.27 | |
American International (AIG) | 0.3 | $490k | 8.3k | 59.29 | |
Scorpio Tankers | 0.3 | $497k | 108k | 4.62 | |
New York Community Ban | 0.3 | $470k | 16k | 29.92 | |
Annaly Capital Management | 0.3 | $453k | 43k | 10.51 | |
Aerojet Rocketdy | 0.3 | $467k | 27k | 17.56 | |
Phillips 66 (PSX) | 0.2 | $441k | 5.5k | 80.50 | |
Merck & Co (MRK) | 0.2 | $431k | 6.9k | 62.28 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $406k | 6.1k | 66.59 | |
Yahoo! | 0.2 | $403k | 9.4k | 43.06 | |
Titan International (TWI) | 0.2 | $415k | 41k | 10.13 | |
Dow Chemical Company | 0.2 | $388k | 7.5k | 51.86 | |
Intel Corporation (INTC) | 0.2 | $397k | 11k | 37.70 | |
Chipotle Mexican Grill (CMG) | 0.2 | $397k | 939.00 | 422.79 | |
Allergan | 0.2 | $383k | 1.7k | 230.03 | |
Altria (MO) | 0.2 | $376k | 6.0k | 63.19 | |
Ameriprise Financial (AMP) | 0.2 | $353k | 3.5k | 99.75 | |
Redwood Trust (RWT) | 0.2 | $356k | 25k | 14.13 | |
Universal Display Corporation (OLED) | 0.2 | $345k | 6.2k | 55.41 | |
Caterpillar (CAT) | 0.2 | $330k | 3.7k | 88.90 | |
Verizon Communications (VZ) | 0.2 | $331k | 6.4k | 51.97 | |
AmeriGas Partners | 0.2 | $335k | 7.4k | 45.58 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $339k | 3.0k | 112.66 | |
General Motors Company (GM) | 0.2 | $333k | 11k | 31.69 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $318k | 1.8k | 174.63 | |
Facebook Inc cl a (META) | 0.2 | $313k | 2.4k | 127.96 | |
Monsanto Company | 0.2 | $304k | 3.0k | 102.18 | |
Wells Fargo & Company (WFC) | 0.2 | $303k | 6.9k | 44.23 | |
Koninklijke Philips Electronics NV (PHG) | 0.2 | $298k | 10k | 29.62 | |
McDonald's Corporation (MCD) | 0.2 | $278k | 2.4k | 114.97 | |
KBR (KBR) | 0.2 | $285k | 19k | 15.11 | |
Gilead Sciences (GILD) | 0.2 | $289k | 3.7k | 79.00 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $276k | 2.6k | 105.63 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.2 | $278k | 20k | 14.07 | |
Citigroup (C) | 0.2 | $281k | 6.0k | 47.18 | |
Abbott Laboratories (ABT) | 0.1 | $257k | 6.1k | 42.13 | |
Barrick Gold Corp (GOLD) | 0.1 | $255k | 14k | 17.68 | |
E.I. du Pont de Nemours & Company | 0.1 | $241k | 3.6k | 66.83 | |
EOG Resources (EOG) | 0.1 | $222k | 2.3k | 96.52 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $225k | 2.7k | 84.84 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.1 | $228k | 2.3k | 99.35 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $207k | 5.5k | 37.36 | |
Leucadia National | 0.1 | $210k | 11k | 19.00 | |
3M Company (MMM) | 0.1 | $220k | 1.3k | 176.00 | |
Intuitive Surgical (ISRG) | 0.1 | $217k | 300.00 | 723.33 | |
Royal Dutch Shell | 0.1 | $215k | 4.3k | 50.00 | |
National Fuel Gas (NFG) | 0.1 | $207k | 3.8k | 53.95 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $213k | 1.9k | 111.17 | |
HSBC Holdings (HSBC) | 0.1 | $200k | 5.3k | 37.56 | |
Eastman Chemical Company (EMN) | 0.1 | $186k | 2.8k | 67.51 | |
Hess (HES) | 0.1 | $203k | 3.8k | 53.63 | |
Marsh & McLennan Companies (MMC) | 0.1 | $201k | 3.0k | 67.13 | |
Energy Select Sector SPDR (XLE) | 0.1 | $201k | 2.9k | 70.38 | |
Kraft Heinz (KHC) | 0.1 | $202k | 2.3k | 89.22 | |
Rstk Northfield Bancorp Inc De | 0.1 | $172k | 11k | 16.07 | |
Rolls-royce Hldgs Ord F ufo (RYCEF) | 0.1 | $133k | 14k | 9.30 | |
Qualcomm (QCOM) | 0.1 | $120k | 1.8k | 68.38 | |
Central Park Group Carlyle Fun | 0.1 | $116k | 116k | 1.00 | |
American Railcar Industries | 0.1 | $103k | 2.5k | 41.62 | |
Central Park Group Carlyle Equ | 0.1 | $103k | 103k | 1.00 | |
Banco Santander (SAN) | 0.0 | $62k | 14k | 4.38 | |
Triumph (TGI) | 0.0 | $66k | 2.4k | 27.85 | |
Kinnevik Ab Shs B | 0.0 | $69k | 2.8k | 24.64 | |
Archer Daniels Midland Company (ADM) | 0.0 | $57k | 1.4k | 41.91 | |
Transocean (RIG) | 0.0 | $50k | 4.7k | 10.63 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.0 | $52k | 43k | 1.21 | |
MoSys | 0.0 | $47k | 64k | 0.74 | |
Xplore Technologies Corporation | 0.0 | $47k | 20k | 2.35 | |
ArcelorMittal | 0.0 | $36k | 6.0k | 6.00 | |
Cocrystal Pharma | 0.0 | $24k | 50k | 0.48 | |
Cytosorbents (CTSO) | 0.0 | $16k | 2.5k | 6.40 | |
Non Invasive Monitoring System (NIMU) | 0.0 | $4.8k | 40k | 0.12 | |
Kinder Morgan Inc/delaware Wts | 0.0 | $3.0k | 299k | 0.01 | |
Abtech Holdings | 0.0 | $6.8k | 225k | 0.03 |