$99.6 Million is the total value of WEST CHESTER CAPITAL ADVISORS, INC's 184 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 33.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | Sell | VANGUARD INDEX FDS | $17,369,000 | +0.7% | 101,364 | -0.6% | 17.44% | +69.5% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $3,861,000 | -35.8% | 20,643 | -36.6% | 3.88% | +8.0% |
VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $2,901,000 | +3.5% | 34,142 | +0.8% | 2.91% | +74.2% |
AAPL | Sell | APPLE INC | $2,535,000 | -44.2% | 4,723 | -41.7% | 2.55% | -6.1% |
JNJ | Sell | JOHNSON & JOHNSON | $2,188,000 | -31.2% | 22,277 | -35.9% | 2.20% | +15.8% |
ASRV | Buy | AMERISERV FINL INC | $2,074,000 | +27.6% | 538,634 | +0.4% | 2.08% | +115.0% |
XOM | Sell | EXXON MOBIL CORP | $2,073,000 | -55.5% | 21,221 | -53.9% | 2.08% | -25.1% |
DXJ | Sell | WISDOMTREE TRjapn hedge eqt | $2,049,000 | -10.2% | 43,277 | -3.6% | 2.06% | +51.2% |
CHI | New | CALAMOS CONV OPP AND INC FDsh ben int | $1,825,000 | – | 132,089 | +100.0% | 1.83% | – |
MO | Sell | ALTRIA GROUP INC | $1,812,000 | -21.8% | 48,406 | -19.8% | 1.82% | +31.8% |
V | Sell | VISA INC | $1,683,000 | -14.2% | 7,799 | -11.5% | 1.69% | +44.4% |
BMY | Sell | BRISTOL MYERS SQUIBB CO | $1,197,000 | -42.9% | 23,031 | -41.6% | 1.20% | -3.9% |
PM | Sell | PHILIP MORRIS INTL INC | $1,195,000 | -43.0% | 14,603 | -39.3% | 1.20% | -4.1% |
MA | Buy | MASTERCARD INCcl a | $1,178,000 | +210.0% | 15,770 | +3365.9% | 1.18% | +421.1% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $1,092,000 | -33.4% | 22,950 | -31.2% | 1.10% | +12.2% |
HYG | Buy | ISHARESiboxx hi yd etf | $1,077,000 | +1.8% | 11,411 | +0.2% | 1.08% | +71.5% |
DD | Sell | DU PONT E I DE NEMOURS & CO | $1,061,000 | +1.3% | 15,807 | -1.9% | 1.06% | +70.7% |
MSFT | Sell | MICROSOFT CORP | $1,022,000 | -63.6% | 24,921 | -66.8% | 1.03% | -38.7% |
SEIC | Sell | SEI INVESTMENTS CO | $994,000 | -58.3% | 29,566 | -56.9% | 1.00% | -29.8% |
GE | Sell | GENERAL ELECTRIC CO | $970,000 | -55.9% | 37,472 | -52.3% | 0.97% | -25.8% |
TROW | Sell | PRICE T ROWE GROUP INC | $964,000 | -61.3% | 11,708 | -60.6% | 0.97% | -34.8% |
FL | Sell | FOOT LOCKER INC | $940,000 | -39.8% | 20,000 | -46.9% | 0.94% | +1.4% |
CAT | Sell | CATERPILLAR INC DEL | $914,000 | -49.0% | 9,200 | -53.4% | 0.92% | -14.0% |
BEN | Sell | FRANKLIN RES INC | $910,000 | -52.9% | 16,800 | -49.9% | 0.91% | -20.8% |
AMZN | Sell | AMAZON COM INC | $876,000 | -20.0% | 2,604 | -5.2% | 0.88% | +34.8% |
FISV | Sell | FISERV INC | $873,000 | -62.9% | 15,400 | -61.3% | 0.88% | -37.4% |
DHR | Sell | DANAHER CORP DEL | $862,000 | -4.5% | 11,500 | -1.7% | 0.87% | +60.7% |
LLY | Sell | LILLY ELI & CO | $850,000 | +15.2% | 14,445 | -0.2% | 0.85% | +94.1% |
HON | Sell | HONEYWELL INTL INC | $847,000 | -46.1% | 9,131 | -46.8% | 0.85% | -9.1% |
BA | Sell | BOEING CO | $841,000 | -53.5% | 6,700 | -49.4% | 0.84% | -21.6% |
PG | Sell | PROCTER & GAMBLE CO | $830,000 | -65.3% | 10,293 | -64.9% | 0.83% | -41.5% |
MCD | Sell | MCDONALDS CORP | $821,000 | -28.7% | 8,381 | -29.3% | 0.82% | +19.9% |
GII | Sell | SPDR INDEX SHS FDSs&p gblinf etf | $797,000 | -36.6% | 16,700 | -40.7% | 0.80% | +6.7% |
GSK | Sell | GLAXOSMITHKLINE PLCsponsored adr | $795,000 | -21.3% | 14,883 | -21.3% | 0.80% | +32.6% |
GAB | Buy | GABELLI EQUITY TR INC | $793,000 | +4.6% | 102,419 | +4.8% | 0.80% | +76.1% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $787,000 | -57.7% | 6,298 | -59.9% | 0.79% | -28.8% |
PEP | Sell | PEPSICO INC | $779,000 | -51.6% | 9,332 | -51.9% | 0.78% | -18.5% |
ETN | Sell | EATON CORP PLC | $771,000 | -3.5% | 10,270 | -2.1% | 0.77% | +62.3% |
BAC | Sell | BANK OF AMERICA CORPORATION | $770,000 | -39.1% | 44,743 | -44.9% | 0.77% | +2.4% |
MS | Sell | MORGAN STANLEY | $763,000 | -1.3% | 24,461 | -0.7% | 0.77% | +66.2% |
GS | Sell | GOLDMAN SACHS GROUP INC | $762,000 | -59.3% | 4,650 | -55.9% | 0.76% | -31.4% |
JNK | Sell | SPDR SERIES TRUSTbrc hgh yld bd | $743,000 | -29.4% | 17,973 | -30.8% | 0.75% | +18.8% |
EFA | Buy | ISHARESmsci eafe etf | $727,000 | +9.8% | 10,809 | +9.6% | 0.73% | +84.8% |
JPM | Sell | JPMORGAN CHASE & CO | $707,000 | -52.1% | 11,650 | -53.9% | 0.71% | -19.4% |
T | Sell | AT&T INC | $702,000 | -24.6% | 20,028 | -24.3% | 0.70% | +27.0% |
ICE | Sell | INTERCONTINENTALEXCHANGE GRO | $691,000 | -61.1% | 3,493 | -55.8% | 0.69% | -34.6% |
HAL | Buy | HALLIBURTON CO | $687,000 | +19.7% | 11,676 | +3.3% | 0.69% | +101.8% |
IXN | Sell | ISHARESglobal tech etf | $678,000 | -40.5% | 8,020 | -41.3% | 0.68% | +0.3% |
UTX | Sell | UNITED TECHNOLOGIES CORP | $619,000 | -55.5% | 5,300 | -56.6% | 0.62% | -25.1% |
GIS | Sell | GENERAL MLS INC | $614,000 | -0.6% | 11,851 | -4.3% | 0.62% | +67.2% |
SO | Sell | SOUTHERN CO | $606,000 | -1.3% | 13,780 | -7.8% | 0.61% | +66.4% |
IR | Sell | INGERSOLL-RAND PLC | $601,000 | -58.0% | 10,500 | -54.8% | 0.60% | -29.3% |
CROP | Sell | INDEXIQ ETF TRglb agri sm cp | $560,000 | -57.1% | 21,150 | -55.4% | 0.56% | -27.8% |
SXL | SUNOCO LOGISTICS PRTNRS L P | $558,000 | +20.5% | 6,135 | 0.0% | 0.56% | +102.9% | |
GILD | Sell | GILEAD SCIENCES INC | $556,000 | -6.2% | 7,841 | -0.7% | 0.56% | +57.6% |
SLB | Sell | SCHLUMBERGER LTD | $536,000 | -60.3% | 5,500 | -63.3% | 0.54% | -33.2% |
BAX | Sell | BAXTER INTL INC | $533,000 | -53.6% | 7,250 | -56.1% | 0.54% | -21.9% |
ITW | Sell | ILLINOIS TOOL WKS INC | $483,000 | -35.8% | 5,940 | -33.6% | 0.48% | +8.0% |
CSX | Sell | CSX CORP | $466,000 | -45.6% | 16,098 | -45.9% | 0.47% | -8.4% |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $458,000 | +10.4% | 6,563 | 0.0% | 0.46% | +85.5% | |
BCR | Sell | BARD C R INC | $450,000 | +3.9% | 3,036 | -6.2% | 0.45% | +75.2% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $444,000 | -56.6% | 5,750 | -54.5% | 0.45% | -26.9% |
IEP | Sell | ICAHN ENTERPRISES LPdepositary unit | $444,000 | -64.0% | 4,319 | -61.7% | 0.45% | -39.4% |
CL | Sell | COLGATE PALMOLIVE CO | $441,000 | -52.9% | 6,800 | -52.6% | 0.44% | -20.6% |
IDX | Sell | MARKET VECTORS ETF TRindonesia etf | $437,000 | -26.6% | 17,375 | -37.9% | 0.44% | +23.7% |
FNB | FNB CORP PA | $435,000 | +6.1% | 32,486 | 0.0% | 0.44% | +78.4% | |
DDD | Sell | 3-D SYS CORP DEL | $426,000 | -40.5% | 7,201 | -6.5% | 0.43% | +0.2% |
XLE | Sell | SELECT SECTOR SPDR TRsbi int-energy | $420,000 | -63.7% | 4,720 | -63.9% | 0.42% | -38.8% |
CLX | Sell | CLOROX CO DEL | $415,000 | -40.2% | 4,719 | -36.9% | 0.42% | +0.7% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $400,000 | +2.8% | 5,765 | -1.7% | 0.40% | +73.3% |
RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $391,000 | -37.1% | 9,500 | -37.1% | 0.39% | +5.9% |
VMC | Sell | VULCAN MATLS CO | $379,000 | -41.8% | 5,700 | -47.9% | 0.38% | -1.8% |
MRK | Sell | MERCK & CO INC NEW | $377,000 | -54.5% | 6,631 | -59.9% | 0.38% | -23.3% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $375,000 | +5.3% | 2 | 0.0% | 0.38% | +77.8% | |
FCX | Sell | FREEPORT-MCMORAN COPPER & GO | $374,000 | -59.3% | 11,300 | -53.6% | 0.38% | -31.4% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $373,000 | -56.1% | 10,800 | -55.1% | 0.38% | -25.9% |
EWM | Sell | ISHARESmsci malaysi etf | $366,000 | -57.0% | 23,400 | -56.5% | 0.37% | -27.6% |
INTC | Sell | INTEL CORP | $361,000 | -74.1% | 14,001 | -74.0% | 0.36% | -56.4% |
DUK | Sell | DUKE ENERGY CORP NEW | $359,000 | 0.0% | 5,044 | -2.9% | 0.36% | +68.7% |
APD | Sell | AIR PRODS & CHEMS INC | $357,000 | -47.2% | 3,000 | -50.4% | 0.36% | -10.9% |
GOOGL | Buy | GOOGLE INCcl a | $341,000 | +9.6% | 306 | +10.5% | 0.34% | +84.9% |
SWK | Sell | STANLEY BLACK & DECKER INC | $338,000 | -56.7% | 4,162 | -56.9% | 0.34% | -27.1% |
X | Buy | UNITED STATES STL CORP NEW | $327,000 | +13.1% | 11,836 | +20.8% | 0.33% | +90.7% |
KMB | Sell | KIMBERLY CLARK CORP | $325,000 | -2.4% | 2,943 | -7.6% | 0.33% | +63.8% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $325,000 | -32.9% | 8,000 | -32.0% | 0.33% | +12.8% |
WFC | Sell | WELLS FARGO & CO NEW | $323,000 | -53.2% | 6,500 | -57.2% | 0.32% | -21.4% |
SEP | SPECTRA ENERGY PARTNERS LP | $320,000 | +8.1% | 6,535 | 0.0% | 0.32% | +81.4% | |
PCLN | Sell | PRICELINE COM INC | $318,000 | +1.3% | 267 | -1.1% | 0.32% | +70.6% |
PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $305,000 | +6.3% | 5,535 | 0.0% | 0.31% | +78.9% | |
A309PS | Sell | DIRECTV | $305,000 | +10.1% | 3,996 | -0.4% | 0.31% | +85.5% |
TBT | Buy | PROSHARES TR | $304,000 | +3.8% | 4,500 | +21.6% | 0.30% | +74.3% |
QQQ | Sell | POWERSHARES QQQ TRUSTunit ser 1 | $293,000 | -7.3% | 3,340 | -7.0% | 0.29% | +56.4% |
EEM | Sell | ISHARESmsci emg mkt etf | $288,000 | -68.5% | 7,015 | -67.9% | 0.29% | -47.1% |
NGLS | TARGA RESOURCES PARTNERS LP | $285,000 | +7.5% | 5,058 | 0.0% | 0.29% | +81.0% | |
CSCO | Sell | CISCO SYS INC | $282,000 | -64.5% | 12,600 | -64.5% | 0.28% | -40.3% |
MOO | Sell | MARKET VECTORS ETF TRagribus etf | $277,000 | -57.5% | 5,100 | -57.3% | 0.28% | -28.4% |
UNH | Sell | UNITEDHEALTH GROUP INC | $271,000 | -26.8% | 3,300 | -32.9% | 0.27% | +23.1% |
NYMT | Buy | NEW YORK MTG TR INC | $269,000 | +11.6% | 34,520 | +0.3% | 0.27% | +87.5% |
HD | Sell | HOME DEPOT INC | $268,000 | -53.4% | 3,386 | -51.5% | 0.27% | -21.6% |
4945SC | Sell | KINDER MORGAN ENERGY PARTNERut ltd partner | $268,000 | -13.0% | 3,619 | -5.1% | 0.27% | +46.2% |
FITB | Buy | FIFTH THIRD BANCORP | $263,000 | +22.9% | 11,466 | +12.8% | 0.26% | +106.2% |
CVX | Sell | CHEVRON CORP NEW | $262,000 | -76.3% | 2,200 | -75.2% | 0.26% | -60.2% |
FMS | Sell | FRESENIUS MED CARE AG&CO KGAsponsored adr | $258,000 | -4.1% | 7,389 | -2.3% | 0.26% | +61.9% |
EXC | New | EXELON CORP | $257,000 | – | 7,636 | +100.0% | 0.26% | – |
BG | Sell | BUNGE LIMITED | $254,000 | -66.8% | 3,200 | -65.6% | 0.26% | -44.1% |
ALLE | Sell | ALLEGION PUB LTD CO | $248,000 | -27.5% | 4,749 | -38.6% | 0.25% | +22.1% |
RL | Sell | RALPH LAUREN CORPcl a | $241,000 | -60.4% | 1,499 | -56.5% | 0.24% | -33.3% |
AMX | Sell | AMERICA MOVIL SAB DE CV | $241,000 | -37.9% | 12,100 | -27.1% | 0.24% | +4.8% |
SCI | Buy | SERVICE CORP INTL | $239,000 | +20.1% | 12,000 | +9.1% | 0.24% | +101.7% |
WMT | Sell | WAL-MART STORES INC | $238,000 | -59.7% | 3,116 | -58.5% | 0.24% | -32.3% |
FXI | Sell | ISHARESchina lg-cap etf | $237,000 | -57.5% | 6,625 | -54.4% | 0.24% | -28.5% |
GUR | Sell | SPDR INDEX SHS FDSeurope etf | $235,000 | -46.5% | 6,400 | -41.3% | 0.24% | -9.9% |
RGP | New | REGENCY ENERGY PARTNERS L P | $234,000 | – | 8,611 | +100.0% | 0.24% | – |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $232,000 | -52.6% | 2,050 | -53.9% | 0.23% | -20.2% |
LAND | Sell | GLADSTONE LD CORP | $228,000 | -57.9% | 16,100 | -51.8% | 0.23% | -29.1% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $227,000 | -60.7% | 2,000 | -61.9% | 0.23% | -33.9% |
ECON | Sell | EGA EMERGING GLOBAL SHS TRegs emktcons etf | $223,000 | -57.9% | 8,400 | -57.4% | 0.22% | -29.1% |
GAF | Sell | SPDR INDEX SHS FDSmideast africa | $222,000 | -58.0% | 3,170 | -58.9% | 0.22% | -29.4% |
ABBV | Sell | ABBVIE INC | $221,000 | -70.0% | 4,300 | -69.2% | 0.22% | -49.5% |
PPG | Sell | PPG INDS INC | $219,000 | -79.7% | 1,133 | -80.1% | 0.22% | -65.8% |
DCP | DCP MIDSTREAM PARTNERS LP | $217,000 | -0.5% | 4,329 | 0.0% | 0.22% | +67.7% | |
CELG | New | CELGENE CORP | $217,000 | – | 1,551 | +100.0% | 0.22% | – |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $186,000 | +1.1% | 18,704 | -1.9% | 0.19% | +70.0% |
GUT | Sell | GABELLI UTIL TR | $184,000 | +4.5% | 27,211 | -1.1% | 0.18% | +76.2% |
XRX | Sell | XEROX CORP | $173,000 | -51.8% | 15,280 | -48.1% | 0.17% | -18.7% |
NLY | Sell | ANNALY CAP MGMT INC | $154,000 | -4.3% | 13,992 | -13.4% | 0.16% | +61.5% |
TEI | Sell | TEMPLETON EMERG MKTS INCOME | $140,000 | -14.6% | 10,000 | -16.7% | 0.14% | +43.9% |
IGR | Sell | CBRE CLARION GLOBAL REAL EST | $98,000 | -18.3% | 11,700 | -22.5% | 0.10% | +36.1% |
FCF | FIRST COMWLTH FINL CORP PA | $94,000 | +2.2% | 10,440 | 0.0% | 0.09% | +70.9% | |
HDSN | Buy | HUDSON TECHNOLOGIES INC | $56,000 | +51.4% | 20,000 | +100.0% | 0.06% | +154.5% |
Q | Exit | QUINTILES TRANSNATIO HLDGS I | $0 | – | -3,100 | -100.0% | -0.09% | – |
IAU | Exit | ISHARES GOLD TRUSTishares | $0 | – | -13,500 | -100.0% | -0.09% | – |
COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -2,200 | -100.0% | -0.10% | – |
SLV | Exit | ISHARES SILVER TRUSTishares | $0 | – | -9,500 | -100.0% | -0.11% | – |
ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -2,762 | -100.0% | -0.12% | – |
SYY | Exit | SYSCO CORP | $0 | – | -5,600 | -100.0% | -0.12% | – |
WITE | Exit | ETFS WHITE METALS BASKET TR | $0 | – | -5,300 | -100.0% | -0.12% | – |
IJJ | Exit | ISHARESs&p mc 400vl etf | $0 | – | -1,780 | -100.0% | -0.12% | – |
VIG | Exit | VANGUARD SPECIALIZED PORTFOLdiv app etf | $0 | – | -2,830 | -100.0% | -0.13% | – |
PCAR | Exit | PACCAR INC | $0 | – | -3,600 | -100.0% | -0.13% | – |
NPBC | Exit | NATIONAL PENN BANCSHARES INC | $0 | – | -19,299 | -100.0% | -0.13% | – |
IJR | Exit | ISHAREScore s&p scp etf | $0 | – | -2,030 | -100.0% | -0.13% | – |
ARTNA | Exit | ARTESIAN RESOURCES CORPcl a | $0 | – | -9,699 | -100.0% | -0.13% | – |
LM | Exit | LEGG MASON INC | $0 | – | -5,150 | -100.0% | -0.13% | – |
PVR | Exit | PVR PARTNERS L P | $0 | – | -8,540 | -100.0% | -0.14% | – |
ARCC | Exit | ARES CAP CORP | $0 | – | -13,737 | -100.0% | -0.15% | – |
BLK | Exit | BLACKROCK INC | $0 | – | -775 | -100.0% | -0.15% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -3,231 | -100.0% | -0.15% | – |
UN | Exit | UNILEVER N V | $0 | – | -6,308 | -100.0% | -0.15% | – |
ICF | Exit | ISHAREScohen&steer reit | $0 | – | -3,530 | -100.0% | -0.16% | – |
EEP | Exit | ENBRIDGE ENERGY PARTNERS L P | $0 | – | -8,798 | -100.0% | -0.16% | – |
IWC | Exit | ISHARESmicro-cap etf | $0 | – | -3,600 | -100.0% | -0.16% | – |
PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -3,527 | -100.0% | -0.16% | – |
GULF | Exit | WISDOMTREE TRmid east divd | $0 | – | -13,875 | -100.0% | -0.16% | – |
HP | Exit | HELMERICH & PAYNE INC | $0 | – | -3,300 | -100.0% | -0.16% | – |
RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -3,925 | -100.0% | -0.17% | – |
CBI | Exit | CHICAGO BRIDGE & IRON CO N V | $0 | – | -3,400 | -100.0% | -0.17% | – |
BRXX | Exit | EGA EMERGING GLOBAL SHS TRegs braz inf etf | $0 | – | -17,280 | -100.0% | -0.18% | – |
REMX | Exit | MARKET VECTORS ETF TRminor metals | $0 | – | -8,375 | -100.0% | -0.18% | – |
IJS | Exit | ISHARESsp smcp600vl etf | $0 | – | -2,700 | -100.0% | -0.18% | – |
IJT | Exit | ISHARESsp smcp600gr etf | $0 | – | -2,550 | -100.0% | -0.18% | – |
CVS | Exit | CVS CAREMARK CORPORATION | $0 | – | -4,200 | -100.0% | -0.18% | – |
PAG | Exit | PENSKE AUTOMOTIVE GRP INC | $0 | – | -6,450 | -100.0% | -0.18% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,778 | -100.0% | -0.20% | – |
BKF | Exit | ISHARESmsci bric indx | $0 | – | -8,950 | -100.0% | -0.20% | – |
KRFT | Exit | KRAFT FOODS GROUP INC | $0 | – | -6,515 | -100.0% | -0.21% | – |
PIO | Exit | POWERSHARES GLOBAL ETF TRUSTgbl wtr port | $0 | – | -15,500 | -100.0% | -0.21% | – |
NSP | Exit | INSPERITY INC | $0 | – | -10,100 | -100.0% | -0.22% | – |
IWS | Exit | ISHARESrus mdcp val etf | $0 | – | -5,630 | -100.0% | -0.22% | – |
MOS | Exit | MOSAIC CO NEW | $0 | – | -8,350 | -100.0% | -0.24% | – |
EPP | Exit | ISHARESmsci pac jp etf | $0 | – | -8,900 | -100.0% | -0.25% | – |
GLFMQ | Exit | GULFMARK OFFSHORE INCcl a new | $0 | – | -9,200 | -100.0% | -0.26% | – |
IWR | Exit | ISHARESrus mid-cap etf | $0 | – | -2,930 | -100.0% | -0.26% | – |
HSY | Exit | HERSHEY CO | $0 | – | -4,700 | -100.0% | -0.27% | – |
HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -4,300 | -100.0% | -0.27% | – |
IWM | Exit | ISHARESrussell 2000 etf | $0 | – | -4,290 | -100.0% | -0.30% | – |
YUM | Exit | YUM BRANDS INC | $0 | – | -6,900 | -100.0% | -0.31% | – |
BHI | Exit | BAKER HUGHES INC | $0 | – | -9,550 | -100.0% | -0.32% | – |
PXD | Exit | PIONEER NAT RES CO | $0 | – | -3,059 | -100.0% | -0.34% | – |
KMT | Exit | KENNAMETAL INC | $0 | – | -10,843 | -100.0% | -0.34% | – |
KO | Exit | COCA COLA CO | $0 | – | -13,691 | -100.0% | -0.34% | – |
PFE | Exit | PFIZER INC | $0 | – | -18,822 | -100.0% | -0.34% | – |
ILF | Exit | ISHARESlatn amer 40 etf | $0 | – | -16,725 | -100.0% | -0.37% | – |
IBB | Exit | ISHARESnasdq biotec etf | $0 | – | -2,840 | -100.0% | -0.38% | – |
TEX | Exit | TEREX CORP NEW | $0 | – | -17,500 | -100.0% | -0.44% | – |
MMM | Exit | 3M CO | $0 | – | -6,640 | -100.0% | -0.56% | – |
DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -21,154 | -100.0% | -0.58% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMERISERV FINL INC | 36 | Q3 2023 | 5.7% |
ALTRIA GROUP INC | 36 | Q3 2023 | 4.1% |
MICROSOFT CORP | 36 | Q3 2023 | 2.4% |
BRISTOL-MYERS SQUIBB CO | 36 | Q3 2023 | 2.3% |
FNB CORP PA | 36 | Q3 2023 | 1.4% |
APPLE INC | 34 | Q3 2023 | 7.9% |
VANGUARD INDEX FDS | 33 | Q3 2023 | 40.4% |
JOHNSON & JOHNSON | 33 | Q4 2022 | 4.3% |
VERIZON COMMUNICATIONS INC | 33 | Q4 2022 | 1.9% |
EXELON CORP | 33 | Q3 2023 | 1.9% |
View WEST CHESTER CAPITAL ADVISORS, INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-11-09 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-06 |
13F-HR | 2022-10-31 |
13F-HR | 2022-07-28 |
13F-HR | 2022-05-03 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-05 |
13F-HR | 2021-07-15 |
View WEST CHESTER CAPITAL ADVISORS, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.