West Chester Capital Advisors as of March 31, 2014
Portfolio Holdings for West Chester Capital Advisors
West Chester Capital Advisors holds 130 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 |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 17.4 | $17M | 101k | 171.35 | |
Spdr S&p 500 Etf (SPY) | 3.9 | $3.9M | 21k | 187.05 | |
Vanguard Extended Market ETF (VXF) | 2.9 | $2.9M | 34k | 84.98 | |
Apple (AAPL) | 2.5 | $2.5M | 4.7k | 536.81 | |
Johnson & Johnson (JNJ) | 2.2 | $2.2M | 22k | 98.22 | |
Exxon Mobil Corporation (XOM) | 2.1 | $2.1M | 21k | 97.71 | |
AmeriServ Financial (ASRV) | 2.1 | $2.1M | 539k | 3.85 | |
WisdomTree Japan Total Dividend (DXJ) | 2.1 | $2.0M | 43k | 47.34 | |
Calamos Conv. Opptys. & Income Fund (CHI) | 1.8 | $1.8M | 132k | 13.81 | |
Altria (MO) | 1.8 | $1.8M | 48k | 37.43 | |
Visa (V) | 1.7 | $1.7M | 7.8k | 215.85 | |
Bristol Myers Squibb (BMY) | 1.2 | $1.2M | 23k | 51.98 | |
Philip Morris International (PM) | 1.2 | $1.2M | 15k | 81.87 | |
MasterCard Incorporated (MA) | 1.2 | $1.2M | 16k | 74.71 | |
Verizon Communications (VZ) | 1.1 | $1.1M | 23k | 47.59 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 1.1 | $1.1M | 11k | 94.38 | |
E.I. du Pont de Nemours & Company | 1.1 | $1.1M | 16k | 67.09 | |
Microsoft Corporation (MSFT) | 1.0 | $1.0M | 25k | 40.99 | |
SEI Investments Company (SEIC) | 1.0 | $994k | 30k | 33.62 | |
General Electric Company | 1.0 | $970k | 38k | 25.88 | |
T. Rowe Price (TROW) | 1.0 | $964k | 12k | 82.34 | |
Foot Locker (FL) | 0.9 | $940k | 20k | 47.00 | |
Caterpillar (CAT) | 0.9 | $914k | 9.2k | 99.35 | |
Franklin Resources (BEN) | 0.9 | $910k | 17k | 54.17 | |
Fiserv (FI) | 0.9 | $873k | 15k | 56.69 | |
Amazon (AMZN) | 0.9 | $876k | 2.6k | 336.22 | |
Danaher Corporation (DHR) | 0.9 | $862k | 12k | 74.97 | |
Eli Lilly & Co. (LLY) | 0.8 | $851k | 14k | 58.88 | |
Honeywell International (HON) | 0.8 | $847k | 9.1k | 92.76 | |
Boeing Company (BA) | 0.8 | $841k | 6.7k | 125.52 | |
Procter & Gamble Company (PG) | 0.8 | $830k | 10k | 80.60 | |
McDonald's Corporation (MCD) | 0.8 | $821k | 8.4k | 98.01 | |
GlaxoSmithKline | 0.8 | $795k | 15k | 53.41 | |
Gabelli Equity Trust (GAB) | 0.8 | $793k | 102k | 7.74 | |
SPDR FTSE/Macquarie Global Infra (GII) | 0.8 | $797k | 17k | 47.72 | |
Berkshire Hathaway (BRK.B) | 0.8 | $787k | 6.3k | 125.03 | |
Pepsi (PEP) | 0.8 | $779k | 9.3k | 83.51 | |
Bank of America Corporation (BAC) | 0.8 | $770k | 45k | 17.20 | |
Eaton (ETN) | 0.8 | $771k | 10k | 75.07 | |
Goldman Sachs (GS) | 0.8 | $762k | 4.7k | 163.87 | |
Morgan Stanley (MS) | 0.8 | $762k | 25k | 31.17 | |
SPDR Barclays Capital High Yield B | 0.8 | $743k | 18k | 41.34 | |
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $727k | 11k | 67.26 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $707k | 12k | 60.69 | |
At&t (T) | 0.7 | $703k | 20k | 35.08 | |
Halliburton Company (HAL) | 0.7 | $687k | 12k | 58.86 | |
Intercontinental Exchange (ICE) | 0.7 | $691k | 3.5k | 197.82 | |
iShares S&P Global Technology Sect. (IXN) | 0.7 | $678k | 8.0k | 84.54 | |
General Mills (GIS) | 0.6 | $614k | 12k | 51.82 | |
United Technologies Corporation | 0.6 | $619k | 5.3k | 116.79 | |
Southern Company (SO) | 0.6 | $606k | 14k | 43.98 | |
Ingersoll-rand Co Ltd-cl A | 0.6 | $601k | 11k | 57.24 | |
Gilead Sciences (GILD) | 0.6 | $556k | 7.8k | 70.88 | |
Sunoco Logistics Partners | 0.6 | $558k | 6.1k | 90.95 | |
Indexiq Global Agribusiness Sm | 0.6 | $560k | 21k | 26.48 | |
Schlumberger (SLB) | 0.5 | $536k | 5.5k | 97.45 | |
Baxter International (BAX) | 0.5 | $533k | 7.3k | 73.52 | |
Enterprise Products Partners (EPD) | 0.5 | $501k | 5.8k | 86.96 | |
Illinois Tool Works (ITW) | 0.5 | $483k | 5.9k | 81.31 | |
CSX Corporation (CSX) | 0.5 | $466k | 16k | 28.94 | |
Magellan Midstream Partners | 0.5 | $458k | 6.6k | 69.79 | |
Automatic Data Processing (ADP) | 0.5 | $444k | 5.8k | 77.22 | |
C.R. Bard | 0.5 | $450k | 3.0k | 148.10 | |
Icahn Enterprises (IEP) | 0.5 | $444k | 4.3k | 102.80 | |
Colgate-Palmolive Company (CL) | 0.4 | $441k | 6.8k | 64.85 | |
F.N.B. Corporation (FNB) | 0.4 | $435k | 33k | 13.39 | |
Market Vectors Indonesia Index | 0.4 | $437k | 17k | 25.15 | |
3D Systems Corporation (DDD) | 0.4 | $426k | 7.2k | 59.19 | |
Clorox Company (CLX) | 0.4 | $415k | 4.7k | 88.02 | |
Energy Select Sector SPDR (XLE) | 0.4 | $420k | 4.7k | 88.98 | |
SPDR DJ International Real Estate ETF (RWX) | 0.4 | $391k | 9.5k | 41.16 | |
Vulcan Materials Company (VMC) | 0.4 | $379k | 5.7k | 66.49 | |
Berkshire Hathaway (BRK.A) | 0.4 | $375k | 2.00 | 187500.00 | |
Merck & Co (MRK) | 0.4 | $377k | 6.6k | 56.82 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $374k | 11k | 33.10 | |
iShares MSCI Malaysia Index Fund | 0.4 | $366k | 23k | 15.64 | |
Mondelez Int (MDLZ) | 0.4 | $373k | 11k | 34.54 | |
Intel Corporation (INTC) | 0.4 | $361k | 14k | 25.78 | |
Air Products & Chemicals (APD) | 0.4 | $357k | 3.0k | 119.00 | |
Duke Energy (DUK) | 0.4 | $359k | 5.0k | 71.22 | |
Stanley Black & Decker (SWK) | 0.3 | $338k | 4.2k | 81.21 | |
0.3 | $341k | 306.00 | 1113.45 | ||
Kimberly-Clark Corporation (KMB) | 0.3 | $325k | 2.9k | 110.43 | |
United States Steel Corporation (X) | 0.3 | $327k | 12k | 27.66 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $325k | 8.0k | 40.62 | |
Wells Fargo & Company (WFC) | 0.3 | $323k | 6.5k | 49.69 | |
priceline.com Incorporated | 0.3 | $318k | 267.00 | 1191.11 | |
Spectra Energy Partners | 0.3 | $320k | 6.5k | 48.97 | |
Plains All American Pipeline (PAA) | 0.3 | $305k | 5.5k | 55.10 | |
Directv | 0.3 | $305k | 4.0k | 76.41 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.3 | $304k | 4.5k | 67.56 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $288k | 7.0k | 41.05 | |
Targa Resources Partners | 0.3 | $285k | 5.1k | 56.35 | |
PowerShares QQQ Trust, Series 1 | 0.3 | $293k | 3.3k | 87.65 | |
Cisco Systems (CSCO) | 0.3 | $282k | 13k | 22.38 | |
Market Vectors Agribusiness | 0.3 | $277k | 5.1k | 54.31 | |
Home Depot (HD) | 0.3 | $268k | 3.4k | 79.15 | |
UnitedHealth (UNH) | 0.3 | $271k | 3.3k | 82.12 | |
Kinder Morgan Energy Partners | 0.3 | $268k | 3.6k | 74.05 | |
New York Mortgage Trust | 0.3 | $269k | 35k | 7.79 | |
Chevron Corporation (CVX) | 0.3 | $262k | 2.2k | 119.09 | |
Exelon Corporation (EXC) | 0.3 | $257k | 7.6k | 33.61 | |
Fifth Third Ban (FITB) | 0.3 | $263k | 12k | 22.92 | |
Fresenius Medical Care AG & Co. (FMS) | 0.3 | $258k | 7.4k | 34.92 | |
Bunge | 0.2 | $254k | 3.2k | 79.38 | |
Allegion Plc equity (ALLE) | 0.2 | $248k | 4.7k | 52.22 | |
America Movil Sab De Cv spon adr l | 0.2 | $241k | 12k | 19.92 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.2 | $237k | 6.6k | 35.77 | |
Wal-Mart Stores (WMT) | 0.2 | $238k | 3.1k | 76.24 | |
Service Corporation International (SCI) | 0.2 | $239k | 12k | 19.92 | |
SPDR S&P Emerging Europe | 0.2 | $235k | 6.4k | 36.72 | |
Ralph Lauren Corp (RL) | 0.2 | $241k | 1.5k | 160.77 | |
Regency Energy Partners | 0.2 | $234k | 8.6k | 27.17 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $227k | 2.0k | 113.50 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $232k | 2.1k | 113.17 | |
Gladstone Ld (LAND) | 0.2 | $228k | 16k | 14.16 | |
PPG Industries (PPG) | 0.2 | $219k | 1.1k | 193.29 | |
Dcp Midstream Partners | 0.2 | $217k | 4.3k | 50.13 | |
Celgene Corporation | 0.2 | $217k | 1.6k | 139.97 | |
Ega Emerging Global Shs Tr emrg gl dj | 0.2 | $223k | 8.4k | 26.55 | |
SPDR S&P Emerging Middle Est & Afrca ETF | 0.2 | $222k | 3.2k | 70.03 | |
Abbvie (ABBV) | 0.2 | $221k | 4.3k | 51.40 | |
Huntington Bancshares Incorporated (HBAN) | 0.2 | $186k | 19k | 9.94 | |
Gabelli Utility Trust (GUT) | 0.2 | $184k | 27k | 6.76 | |
Xerox Corporation | 0.2 | $173k | 15k | 11.32 | |
Annaly Capital Management | 0.1 | $154k | 14k | 10.98 | |
Templeton Emerging Markets Income Fund (TEI) | 0.1 | $140k | 10k | 14.00 | |
Cbre Clarion Global Real Estat re (IGR) | 0.1 | $98k | 12k | 8.38 | |
First Commonwealth Financial (FCF) | 0.1 | $94k | 10k | 9.00 | |
Hudson Technologies (HDSN) | 0.1 | $56k | 20k | 2.80 |