$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -17,154 | -100.0% | -0.26% | – |
MUE | Exit | BLACKROCK MUNIHLDNGS QLTY II | $0 | – | -17,912 | -100.0% | -0.28% | – |
MPA | Exit | BLACKROCK MUNIYIELD PA QLTY | $0 | – | -17,218 | -100.0% | -0.28% | – |
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.