$76.5 Million is the total value of WEST CHESTER CAPITAL ADVISORS, INC's 30 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SSO | Buy | PROSHARES TR | $7,249,000 | +41.4% | 85,448 | +27.0% | 9.48% | +58.4% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,327,000 | +21.6% | 17,050 | +17.4% | 6.97% | +36.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,970,000 | -6.2% | 57,404 | +85.5% | 5.19% | +5.0% |
| AAPL | Buy | APPLE INC | $2,346,000 | +47.7% | 16,325 | +19.1% | 3.07% | +65.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,261,000 | +14.5% | 18,202 | +5.8% | 2.96% | +28.2% |
| MO | Buy | ALTRIA GROUP INC | $1,923,000 | +9.3% | 26,932 | +3.5% | 2.52% | +22.3% |
| EWZ | Buy | ISHARESmsci brz cap etf | $1,471,000 | +17.9% | 39,272 | +4.9% | 1.92% | +32.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,376,000 | -3.8% | 28,247 | +5.1% | 1.80% | +7.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $845,000 | -4.3% | 15,530 | +2.6% | 1.10% | +7.2% |
| MSFT | Buy | MICROSOFT CORP | $824,000 | +12.6% | 12,499 | +6.4% | 1.08% | +26.1% |
| GIS | Buy | GENERAL MLS INC | $750,000 | -3.1% | 12,705 | +1.4% | 0.98% | +8.5% |
| NLY | Buy | ANNALY CAP MGMT INC | $595,000 | +16.4% | 53,527 | +4.5% | 0.78% | +30.3% |
| KO | Buy | COCA COLA CO | $571,000 | +5.4% | 13,468 | +2.9% | 0.75% | +18.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $457,000 | +4.8% | 34,209 | +3.4% | 0.60% | +17.5% |
| EXC | Buy | EXELON CORP | $453,000 | +5.1% | 12,583 | +3.6% | 0.59% | +17.7% |
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 2017-05-12
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.