$136 Billion is the total value of West Oak Capital, LLC's 306 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AUY | Exit | Yamana Gold Inc | $0 | – | -66 | -100.0% | 0.00% | – |
| IRM | Exit | Iron Mountain Inc New | $0 | – | -190 | -100.0% | -0.00% | – |
| AMGZO | Exit | AMG Capital Trust (Conv Pfd) | $0 | – | -99 | -100.0% | -0.01% | – |
| SMTC | Exit | Semtech Corp | $0 | – | -250 | -100.0% | -0.01% | – |
| TRV | Exit | Travelers Companies Inc | $0 | – | -127 | -100.0% | -0.01% | – |
| EWZ | Exit | iShares MSCI Brazil Index | $0 | – | -300 | -100.0% | -0.01% | – |
| LPS | Exit | Lender Processing Services Inc | $0 | – | -7,300 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NextEra Energy | 42 | Q3 2023 | 2.5% |
| Apple Computer Inc | 42 | Q3 2023 | 2.7% |
| Auto Data Processing | 42 | Q3 2023 | 2.2% |
| Home Depot Inc | 42 | Q3 2023 | 1.9% |
| Johnson & Johnson | 42 | Q3 2023 | 1.9% |
| J P Morgan Chase & Co | 42 | Q3 2023 | 1.8% |
| Chevrontexaco Corp | 42 | Q3 2023 | 1.9% |
| Accenture Ltd Cl A | 42 | Q3 2023 | 1.7% |
| Danaher Corp Del | 42 | Q3 2023 | 1.8% |
| US Bancorp Del New | 42 | Q3 2023 | 1.7% |
View West Oak Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-05 |
| 13F-HR/A | 2022-11-14 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-20 |
View West Oak Capital, LLC'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.