$73.5 Million is the total value of WEST CHESTER CAPITAL ADVISORS, INC's 68 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRCM | Exit | CARE COM INC | $0 | – | -10,000 | -100.0% | -0.14% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,127 | -100.0% | -0.27% | – |
| BIO | Exit | BIO RAD LABS INCcl a | $0 | – | -700 | -100.0% | -0.29% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -4,346 | -100.0% | -0.29% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -5,000 | -100.0% | -0.30% | – |
| ROKU | Exit | ROKU INC | $0 | – | -3,000 | -100.0% | -0.36% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -4,100 | -100.0% | -0.40% | – |
| IOO | Exit | ISHARES TRglobal 100 etf | $0 | – | -6,300 | -100.0% | -0.40% | – |
| KRNT | Exit | KORNIT DIGITAL LTD | $0 | – | -10,000 | -100.0% | -0.41% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,055 | -100.0% | -0.49% | – |
| SPLV | Exit | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $0 | – | -41,118 | -100.0% | -2.95% | – |
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 2019-11-08
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.