BARTON INVESTMENT MANAGEMENT Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 46
New Positions 1
Increased Positions 8
Decreased Positions 19
Positions with Activity 27
Sold Out Positions 3
Total Mkt Value (in $ millions) 302

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 0.5%
Energy 1.83%
Financial 3.06%
Healthcare 2.33%
Services 54.13%
Technology 33.03%
Transportation
Utilities 0.33%

3 Sold Out Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A -1,445 Sold Out 0
INTERNATIONAL BUSINESS MACHS COM -278 Sold Out 0
KINDER MORGAN INC DEL COM -1,063 Sold Out 0