$85.6 Million is the total value of WEST CHESTER CAPITAL ADVISORS, INC's 33 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VG | Exit | VONAGE HLDGS CORP | $0 | – | -10,000 | -100.0% | -0.08% | – |
| BGCP | Exit | BGC PARTNERS INCcl a | $0 | – | -10,000 | -100.0% | -0.11% | – |
| GAB | Exit | GABELLI EQUITY TR INC | $0 | – | -15,820 | -100.0% | -0.11% | – |
| CRCM | Exit | CARE COM INC | $0 | – | -10,000 | -100.0% | -0.13% | – |
| FCF | Exit | FIRST COMWLTH FINL CORP PA | $0 | – | -10,440 | -100.0% | -0.13% | – |
| ING | Exit | ING GROEP N Vsponsored adr | $0 | – | -10,000 | -100.0% | -0.16% | – |
| HDSN | Exit | HUDSON TECHNOLOGIES INC | $0 | – | -20,000 | -100.0% | -0.17% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,924 | -100.0% | -0.25% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -5,277 | -100.0% | -0.27% | – |
| WAB | Exit | WABTEC CORP | $0 | – | -2,643 | -100.0% | -0.27% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,532 | -100.0% | -0.28% | – |
| FTV | Exit | FORTIVE CORP | $0 | – | -4,328 | -100.0% | -0.28% | – |
| BIV | Exit | VANGUARD BD INDEX FD INCintermed term | $0 | – | -2,507 | -100.0% | -0.28% | – |
| FISV | Exit | FISERV INC | $0 | – | -2,200 | -100.0% | -0.28% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,776 | -100.0% | -0.28% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -2,126 | -100.0% | -0.28% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,574 | -100.0% | -0.29% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -7,813 | -100.0% | -0.31% | – |
| C | Exit | CITIGROUP INC | $0 | – | -5,480 | -100.0% | -0.33% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -368 | -100.0% | -0.36% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -6,941 | -100.0% | -0.38% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -2,975 | -100.0% | -0.38% | – |
| PCLN | Exit | PRICELINE GRP INC | $0 | – | -207 | -100.0% | -0.39% | – |
| GRX | Exit | GABELLI HLTHCARE & WELLNESS | $0 | – | -31,205 | -100.0% | -0.41% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -5,221 | -100.0% | -0.41% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -4,546 | -100.0% | -0.46% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -4,009 | -100.0% | -0.49% | – |
| WMT | Exit | WAL-MART STORES INC | $0 | – | -5,675 | -100.0% | -0.52% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -3,699 | -100.0% | -0.54% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -3,409 | -100.0% | -0.54% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -629 | -100.0% | -0.67% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -7,021 | -100.0% | -0.67% | – |
| BCR | Exit | BARD C R INC | $0 | – | -2,507 | -100.0% | -0.71% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -6,738 | -100.0% | -0.74% | – |
| V | Exit | VISA INC | $0 | – | -7,188 | -100.0% | -0.75% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -5,173 | -100.0% | -0.84% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -8,276 | -100.0% | -0.84% | – |
| DHR | Exit | DANAHER CORP DEL | $0 | – | -8,682 | -100.0% | -0.86% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -8,649 | -100.0% | -0.86% | – |
| PFF | Exit | ISHARES TRu.s. pfd stk etf | $0 | – | -18,663 | -100.0% | -0.93% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -8,036 | -100.0% | -1.11% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -6,485 | -100.0% | -1.36% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -8,185 | -100.0% | -2.24% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -16,140 | -100.0% | -2.57% | – |
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 2017-01-30
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.