West Chester Capital Advisors as of Sept. 30, 2016
Portfolio Holdings for West Chester Capital Advisors
West Chester Capital Advisors holds 74 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 |
---|---|---|---|---|---|
Blackrock Build America Bond Trust (BBN) | 34.0 | $27M | 1.1M | 23.97 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 6.2 | $4.9M | 58k | 85.04 | |
Vanguard S&p 500 Etf idx (VOO) | 5.5 | $4.3M | 22k | 198.66 | |
SPDR Gold Trust (GLD) | 2.6 | $2.0M | 16k | 125.65 | |
Johnson & Johnson (JNJ) | 2.3 | $1.8M | 15k | 117.67 | |
Spdr S&p 500 Etf (SPY) | 2.2 | $1.8M | 8.2k | 216.16 | |
Altria (MO) | 2.1 | $1.6M | 26k | 63.23 | |
Live Oak Bancshares (LOB) | 2.0 | $1.6M | 110k | 14.42 | |
AmeriServ Financial (ASRV) | 1.9 | $1.5M | 442k | 3.32 | |
iShares MSCI Brazil Index (EWZ) | 1.6 | $1.3M | 37k | 33.72 | |
BlackRock MuniYield Pennsylvania Insured (MPA) | 1.6 | $1.3M | 79k | 16.01 | |
Nike (NKE) | 1.4 | $1.1M | 21k | 52.64 | |
Annaly Capital Management | 1.4 | $1.1M | 105k | 10.50 | |
At&t (T) | 1.4 | $1.1M | 27k | 40.52 | |
Verizon Communications (VZ) | 1.4 | $1.1M | 21k | 51.83 | |
Amgen (AMGN) | 1.4 | $1.1M | 6.5k | 166.23 | |
BP (BP) | 1.2 | $948k | 27k | 35.15 | |
Trinity Industries (TRN) | 1.2 | $932k | 39k | 24.18 | |
Ford Motor Company (F) | 1.1 | $909k | 75k | 12.07 | |
Blackrock Muniholdings Insured Fund II (MUE) | 1.1 | $901k | 61k | 14.75 | |
Pepsi (PEP) | 1.1 | $874k | 8.0k | 108.76 | |
General Mills (GIS) | 1.0 | $805k | 13k | 63.91 | |
Apple (AAPL) | 0.9 | $738k | 6.5k | 113.05 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.9 | $737k | 19k | 39.49 | |
Danaher Corporation (DHR) | 0.9 | $681k | 8.7k | 78.44 | |
Gilead Sciences (GILD) | 0.9 | $682k | 8.6k | 78.85 | |
Microsoft Corporation (MSFT) | 0.8 | $667k | 12k | 57.98 | |
Eli Lilly & Co. (LLY) | 0.8 | $664k | 8.3k | 80.23 | |
Facebook Inc cl a (META) | 0.8 | $664k | 5.2k | 128.36 | |
Visa (V) | 0.8 | $594k | 7.2k | 82.64 | |
Exxon Mobil Corporation (XOM) | 0.7 | $588k | 6.7k | 87.27 | |
Pfizer (PFE) | 0.7 | $578k | 17k | 33.87 | |
Bristol Myers Squibb (BMY) | 0.7 | $565k | 11k | 53.89 | |
C.R. Bard | 0.7 | $562k | 2.5k | 224.17 | |
Coca-Cola Company (KO) | 0.7 | $556k | 13k | 42.27 | |
General Electric Company | 0.7 | $553k | 19k | 29.61 | |
Cincinnati Financial Corporation (CINF) | 0.7 | $529k | 7.0k | 75.35 | |
Amazon (AMZN) | 0.7 | $527k | 629.00 | 837.84 | |
F.N.B. Corporation (FNB) | 0.7 | $519k | 42k | 12.30 | |
SPDR Barclays Capital High Yield B | 0.6 | $435k | 12k | 36.74 | |
McDonald's Corporation (MCD) | 0.5 | $427k | 3.7k | 115.44 | |
Chubb (CB) | 0.5 | $428k | 3.4k | 125.55 | |
Wal-Mart Stores (WMT) | 0.5 | $409k | 5.7k | 72.07 | |
Exelon Corporation (EXC) | 0.5 | $407k | 12k | 33.32 | |
Philip Morris International (PM) | 0.5 | $390k | 4.0k | 97.28 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $362k | 33k | 10.87 | |
Duke Energy (DUK) | 0.5 | $364k | 4.5k | 80.07 | |
Merck & Co (MRK) | 0.4 | $326k | 5.2k | 62.44 | |
MUTUAL FUND Gabelli Healthcare & Wellnessr*x (GRX) | 0.4 | $325k | 31k | 10.41 | |
priceline.com Incorporated | 0.4 | $305k | 207.00 | 1473.43 | |
MasterCard Incorporated (MA) | 0.4 | $303k | 3.0k | 101.85 | |
GlaxoSmithKline | 0.4 | $299k | 6.9k | 43.08 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $286k | 368.00 | 777.17 | |
Citigroup (C) | 0.3 | $259k | 5.5k | 47.26 | |
Cisco Systems (CSCO) | 0.3 | $246k | 7.8k | 31.49 | |
Berkshire Hathaway (BRK.B) | 0.3 | $227k | 1.6k | 144.22 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $227k | 805.00 | 281.99 | |
Clorox Company (CLX) | 0.3 | $222k | 1.8k | 125.00 | |
Fiserv (FI) | 0.3 | $220k | 2.2k | 100.00 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $220k | 2.5k | 87.75 | |
Celgene Corporation | 0.3 | $222k | 2.1k | 104.42 | |
Medtronic (MDT) | 0.3 | $219k | 2.5k | 86.49 | |
Fortive (FTV) | 0.3 | $220k | 4.3k | 50.83 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $210k | 5.3k | 39.80 | |
Wabtec Corporation (WAB) | 0.3 | $216k | 2.6k | 81.73 | |
Southern Company (SO) | 0.2 | $201k | 3.9k | 51.22 | |
Huntington Bancshares Incorporated (HBAN) | 0.2 | $169k | 17k | 9.85 | |
Hudson Technologies (HDSN) | 0.2 | $133k | 20k | 6.65 | |
ING Groep (ING) | 0.2 | $123k | 10k | 12.30 | |
First Commonwealth Financial (FCF) | 0.1 | $105k | 10k | 10.06 | |
Care | 0.1 | $100k | 10k | 10.00 | |
BGC Partners | 0.1 | $88k | 10k | 8.80 | |
Gabelli Equity Trust (GAB) | 0.1 | $89k | 16k | 5.63 | |
Vonage Holdings | 0.1 | $66k | 10k | 6.60 |