BARTON INVESTMENT MANAGEMENT Information

ONE TOWER BRIDGE, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 226-4040

Report Date: 09/30/2014

Position Statistics

Total Positions 49
New Positions 1
Increased Positions 17
Decreased Positions 11
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 255

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 0%
Consumer/Non-Cyclical 0.64%
Energy 2.96%
Financial 4.66%
Healthcare 2.92%
Services 48.8%
Technology 38.68%
Transportation
Utilities 0.4%

11 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMERICAN TOWER CORP NEW COM 27,416 -207 (0.75) 267,549
RACKSPACE HOSTING INC COM 9,166 -365 (3.83) 201,175
AMERICAN EXPRESS CO COM 3,064 -72 (2.29) 33,656
JOHNSON & JOHNSON COM 2,937 -95 (3.14) 27,475
ICU MED INC COM 1,513 -276 (15.44) 18,075
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 1,020 -344 (25.23) 16,000
APPLE INC COM 644 -249 (27.91) 5,425
INTERNATIONAL BUSINESS MACHS COM 354 -21 (5.7) 2,186
COMCAST CORP NEW CL A -385 Sold Out 0
DTS INC COM -6,399 Sold Out 0
EOG RES INC COM -747 Sold Out 0


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