BARTON INVESTMENT MANAGEMENT Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 51
New Positions 1
Increased Positions 4
Decreased Positions 26
Positions with Activity 30
Sold Out Positions 5
Total Mkt Value (in $ millions) 253

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 2.87%
Consumer/Non-Cyclical 0.68%
Energy 3.57%
Financial 4.34%
Healthcare 2.71%
Services 49.53%
Technology 36.08%
Transportation 0%
Utilities 0.24%

5 Sold Out Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHEVRON CORP NEW COM -476 Sold Out 0
CSX CORP COM -223 Sold Out 0
GENERAL ELECTRIC CO COM -218 Sold Out 0
HESS CORP COM -299 Sold Out 0
UNION PAC CORP COM -370 Sold Out 0