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) 259

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 0.62%
Energy 2.75%
Financial 4.75%
Healthcare 2.83%
Services 46.13%
Technology 41.64%
Transportation
Utilities 0.35%

49 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COLGATE PALMOLIVE CO COM 282 New 4,000
PFIZER INC COM 273 New 8,700
CHEVRON CORP NEW COM 245 49 25.03 2,163
ADOBE SYS INC COM 239 New 3,200
GLAXOSMITHKLINE PLC SPONSORED ADR 194 New 4,533
CDK GLOBAL INC COM 80 New 1,933
COMCAST CORP NEW CL A -406 Sold Out 0
DTS INC COM -6,187 Sold Out 0
EOG RES INC COM -705 Sold Out 0


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