AMERICAN ECONOMIC PLANNING GROUP INC /ADV Information

25 INDEPENDENCE BLVD., WARREN, New Jersey, 07059, (908) 757-5600

Report Date: 06/30/2015

Position Statistics

Total Positions 47
New Positions 4
Increased Positions 15
Decreased Positions 28
Positions with Activity 43
Sold Out Positions 3
Total Mkt Value (in $ millions) 235

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.31%
Energy 0.6%
Financial 86.54%
Healthcare 1.45%
Services 0.11%
Technology 0.43%
Transportation
Utilities 0.13%

3 Sold Out Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MCDONALDS CORP COM -199 Sold Out 0
PEPSICO INC COM -202 Sold Out 0
VALLEY NATL BANCORP COM -153 Sold Out 0


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