Wall Street Access Asset Management as of Dec. 31, 2016
Portfolio Holdings for Wall Street Access Asset Management
Wall Street Access Asset Management holds 139 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Park-Ohio Holdings (PKOH) | 5.2 | $9.4M | 221k | 42.60 | |
Microsoft Corporation (MSFT) | 4.0 | $7.2M | 116k | 62.13 | |
Fnf (FNF) | 3.5 | $6.2M | 183k | 33.96 | |
Eagle Materials (EXP) | 3.2 | $5.8M | 59k | 98.52 | |
Fidelity National Information Services (FIS) | 2.9 | $5.3M | 70k | 75.64 | |
Main Street Capital Corporation (MAIN) | 2.6 | $4.7M | 127k | 36.77 | |
Abbvie (ABBV) | 2.5 | $4.6M | 73k | 62.61 | |
Luminex Corporation | 2.5 | $4.4M | 219k | 20.23 | |
3D Systems Corporation (DDD) | 2.4 | $4.3M | 321k | 13.29 | |
Exxon Mobil Corporation (XOM) | 2.2 | $4.0M | 44k | 90.24 | |
Procter & Gamble Company (PG) | 2.2 | $3.9M | 47k | 84.07 | |
Cisco Systems (CSCO) | 2.1 | $3.8M | 125k | 30.21 | |
Scholastic Corporation (SCHL) | 2.1 | $3.8M | 79k | 47.48 | |
Eversource Energy (ES) | 1.8 | $3.3M | 59k | 55.23 | |
Psychemedics (PMD) | 1.8 | $3.2M | 131k | 24.68 | |
Kinder Morgan (KMI) | 1.8 | $3.2M | 153k | 20.70 | |
BP (BP) | 1.8 | $3.2M | 84k | 37.37 | |
Manulife Finl Corp (MFC) | 1.7 | $3.0M | 171k | 17.82 | |
Gabelli Global Multimedia Trust (GGT) | 1.7 | $3.0M | 418k | 7.24 | |
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 1.6 | $2.9M | 215k | 13.70 | |
Intercontinental Exchange (ICE) | 1.6 | $2.9M | 51k | 56.42 | |
Pfizer (PFE) | 1.6 | $2.8M | 87k | 32.48 | |
Weyerhaeuser Company (WY) | 1.6 | $2.8M | 93k | 30.08 | |
Avery Dennison Corporation (AVY) | 1.4 | $2.6M | 37k | 70.21 | |
Chemtura Corporation | 1.4 | $2.5M | 76k | 33.19 | |
Digimarc Corporation (DMRC) | 1.4 | $2.5M | 83k | 29.99 | |
CECO Environmental (CECO) | 1.3 | $2.4M | 170k | 13.95 | |
Berkshire Hathaway (BRK.B) | 1.2 | $2.2M | 13k | 162.91 | |
Apple (AAPL) | 1.2 | $2.1M | 18k | 115.78 | |
Pure Cycle Corporation (PCYO) | 1.2 | $2.1M | 381k | 5.50 | |
Flamel Technologies | 1.1 | $2.0M | 194k | 10.39 | |
Berkshire Hathaway (BRK.A) | 1.1 | $2.0M | 8.00 | 244000.00 | |
Oxford Lane Cap Corp (OXLC) | 1.0 | $1.8M | 170k | 10.51 | |
Cincinnati Financial Corporation (CINF) | 1.0 | $1.7M | 23k | 75.74 | |
Chubb (CB) | 0.9 | $1.7M | 13k | 132.09 | |
General Electric Company | 0.9 | $1.7M | 52k | 31.59 | |
Suburban Propane Partners (SPH) | 0.8 | $1.5M | 49k | 30.05 | |
Citigroup (C) | 0.8 | $1.5M | 25k | 59.43 | |
Chevron Corporation (CVX) | 0.8 | $1.5M | 12k | 117.64 | |
Johnson & Johnson (JNJ) | 0.8 | $1.4M | 12k | 115.19 | |
At&t (T) | 0.8 | $1.4M | 32k | 42.51 | |
Darling International (DAR) | 0.8 | $1.4M | 105k | 12.91 | |
Bank of America Corporation (BAC) | 0.7 | $1.3M | 59k | 22.09 | |
Verizon Communications (VZ) | 0.7 | $1.3M | 24k | 53.36 | |
Huntington Bancshares Incorporated (HBAN) | 0.7 | $1.3M | 95k | 13.22 | |
People's United Financial | 0.6 | $1.1M | 57k | 19.33 | |
Intel Corporation (INTC) | 0.6 | $1.1M | 31k | 36.26 | |
Tsakos Energy Navigation | 0.6 | $1.1M | 237k | 4.69 | |
Baidu (BIDU) | 0.6 | $1.1M | 6.4k | 164.26 | |
Biogen Idec (BIIB) | 0.6 | $1.0M | 5.0k | 206.53 | |
ConocoPhillips (COP) | 0.6 | $1.0M | 21k | 50.10 | |
Time Warner | 0.6 | $1.0M | 11k | 96.45 | |
Canadian Natural Resources (CNQ) | 0.6 | $1.0M | 32k | 31.88 | |
Walt Disney Company (DIS) | 0.5 | $971k | 9.3k | 104.17 | |
Aes Tr Iii pfd cv 6.75% | 0.5 | $970k | 19k | 50.39 | |
Baxter International (BAX) | 0.5 | $952k | 22k | 44.30 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $957k | 1.2k | 779.32 | |
International Business Machines (IBM) | 0.5 | $880k | 5.3k | 165.94 | |
TICC Capital | 0.5 | $814k | 123k | 6.60 | |
Tortoise MLP Fund | 0.4 | $788k | 41k | 19.07 | |
Northfield Bancorp (NFBK) | 0.4 | $799k | 40k | 19.95 | |
iShares Russell 2000 Value Index (IWN) | 0.4 | $772k | 6.5k | 118.81 | |
Apollo Global Management 'a' | 0.4 | $774k | 40k | 19.35 | |
Omega Healthcare Investors (OHI) | 0.4 | $733k | 24k | 31.24 | |
Goldman Sachs (GS) | 0.4 | $686k | 2.9k | 239.44 | |
Broadridge Financial Solutions (BR) | 0.4 | $663k | 10k | 66.30 | |
Mondelez Int (MDLZ) | 0.3 | $610k | 14k | 44.30 | |
Huntsman Corporation (HUN) | 0.3 | $590k | 31k | 19.08 | |
Bristol Myers Squibb (BMY) | 0.3 | $583k | 10k | 58.41 | |
Main Str Cap Corp equities | 0.3 | $574k | 22k | 25.68 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $552k | 6.4k | 86.29 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $565k | 5.0k | 113.00 | |
American International (AIG) | 0.3 | $539k | 8.3k | 65.22 | |
New York Community Ban | 0.3 | $526k | 33k | 15.91 | |
AEGEAN MARINE PETROLEUM Networ Com Stk | 0.3 | $527k | 52k | 10.13 | |
Materalise Nv (MTLS) | 0.3 | $527k | 69k | 7.67 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $508k | 14k | 37.15 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $483k | 2.2k | 223.40 | |
Amgen (AMGN) | 0.3 | $490k | 3.3k | 146.31 | |
Aerojet Rocketdy | 0.3 | $477k | 27k | 17.94 | |
Amorepacific Corp Pfd Shs Non p | 0.3 | $484k | 2.9k | 169.82 | |
Titan International (TWI) | 0.3 | $459k | 41k | 11.20 | |
Phillips 66 (PSX) | 0.3 | $473k | 5.5k | 86.35 | |
Annaly Capital Management | 0.2 | $456k | 46k | 9.96 | |
Dow Chemical Company | 0.2 | $428k | 7.5k | 57.21 | |
Merck & Co (MRK) | 0.2 | $407k | 6.9k | 58.82 | |
Allergan | 0.2 | $419k | 2.0k | 210.03 | |
Alphabet Inc Class A cs (GOOGL) | 0.2 | $420k | 530.00 | 792.45 | |
Altria (MO) | 0.2 | $402k | 6.0k | 67.56 | |
Scorpio Tankers | 0.2 | $399k | 88k | 4.52 | |
General Motors Company (GM) | 0.2 | $387k | 11k | 34.84 | |
Ameriprise Financial (AMP) | 0.2 | $375k | 3.4k | 110.65 | |
Wells Fargo & Company (WFC) | 0.2 | $377k | 6.9k | 55.04 | |
Redwood Trust (RWT) | 0.2 | $375k | 25k | 15.18 | |
Yahoo! | 0.2 | $362k | 9.4k | 38.68 | |
AmeriGas Partners | 0.2 | $352k | 7.4k | 47.89 | |
Chipotle Mexican Grill (CMG) | 0.2 | $364k | 967.00 | 376.42 | |
Caterpillar (CAT) | 0.2 | $344k | 3.7k | 92.67 | |
Universal Display Corporation (OLED) | 0.2 | $350k | 6.2k | 56.22 | |
KBR (KBR) | 0.2 | $321k | 19k | 16.68 | |
iShares S&P MidCap 400 Growth (IJK) | 0.2 | $328k | 1.8k | 181.92 | |
Boeing Company (BA) | 0.2 | $299k | 1.9k | 155.32 | |
Facebook Inc cl a (META) | 0.2 | $303k | 2.6k | 114.73 | |
McDonald's Corporation (MCD) | 0.2 | $294k | 2.4k | 121.59 | |
Monsanto Company | 0.2 | $288k | 2.7k | 104.92 | |
Cantel Medical | 0.2 | $283k | 3.6k | 78.61 | |
Vanguard REIT ETF (VNQ) | 0.2 | $282k | 3.4k | 82.41 | |
Leucadia National | 0.1 | $262k | 11k | 23.26 | |
E.I. du Pont de Nemours & Company | 0.1 | $264k | 3.6k | 73.21 | |
Gilead Sciences (GILD) | 0.1 | $270k | 3.8k | 71.71 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $274k | 2.6k | 104.86 | |
Abbott Laboratories (ABT) | 0.1 | $245k | 6.4k | 38.28 | |
Triumph (TGI) | 0.1 | $245k | 9.2k | 26.51 | |
Barrick Gold Corp (GOLD) | 0.1 | $230k | 14k | 15.95 | |
Hess (HES) | 0.1 | $242k | 3.9k | 62.18 | |
Royal Dutch Shell | 0.1 | $233k | 4.3k | 54.19 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $238k | 2.2k | 107.74 | |
Stratus Properties (STRS) | 0.1 | $229k | 7.0k | 32.71 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $226k | 1.1k | 205.08 | |
HSBC Holdings (HSBC) | 0.1 | $216k | 5.4k | 40.11 | |
3M Company (MMM) | 0.1 | $223k | 1.3k | 178.40 | |
Eastman Chemical Company (EMN) | 0.1 | $207k | 2.8k | 75.14 | |
Energy Select Sector SPDR (XLE) | 0.1 | $215k | 2.9k | 75.28 | |
National Fuel Gas (NFG) | 0.1 | $221k | 3.9k | 56.71 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $216k | 1.9k | 115.14 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $223k | 2.7k | 84.09 | |
Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $208k | 16k | 12.76 | |
Rstk Northfield Bancorp Inc De | 0.1 | $213k | 11k | 19.91 | |
Kraft Heinz (KHC) | 0.1 | $210k | 2.4k | 86.99 | |
Marsh & McLennan Companies (MMC) | 0.1 | $202k | 3.0k | 67.47 | |
Builders FirstSource (BLDR) | 0.1 | $131k | 12k | 10.92 | |
Corning Incorporated (GLW) | 0.1 | $109k | 4.5k | 24.22 | |
Rolls-royce Hldgs Ord F ufo (RYCEF) | 0.1 | $85k | 10k | 8.25 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $72k | 68k | 1.07 | |
Banco Santander (SAN) | 0.0 | $74k | 14k | 5.17 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.0 | $59k | 42k | 1.40 | |
MoSys | 0.0 | $18k | 64k | 0.28 | |
Kinder Morgan Inc/delaware Wts | 0.0 | $0 | 91k | 0.00 | |
Abtech Holdings | 0.0 | $750.000000 | 75k | 0.01 |