BOLTON LP Information

10 GLENVILLE STREET, GREENWICH, Connecticut, 06831, (203) 588-2821

Report Date: 03/31/2014

Position Statistics

Total Positions 155
New Positions 31
Increased Positions 58
Decreased Positions 90
Positions with Activity 148
Sold Out Positions 61
Total Mkt Value (in $ millions) 281

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

Sector Weighting

Basic Materials 5.77%
Capital Goods 2.98%
Conglomerates 1.21%
Consumer Cyclical 6.07%
Consumer/Non-Cyclical 0.2%
Energy 9.87%
Financial 31.29%
Healthcare 3.69%
Services 8.11%
Technology 20.85%
Transportation 1.05%
Utilities 1.94%

155 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CITIGROUP INC COM NEW -2,146 Sold Out 0
COCA COLA CO COM -987 Sold Out 0
CREDIT SUISSE AG NASSAU BRH EXCHTRADE SHTERM -28 Sold Out 0
DENISON MINES CORP COM -89 Sold Out 0
DISH NETWORK CORP CL A -11,333 Sold Out 0
EBIX INC COM NEW -2,002 Sold Out 0
EZCHIP SEMICONDUCTOR LIMITED ORD -602 Sold Out 0
FIRST SOLAR INC COM -2,298 Sold Out 0
FREEPORT-MCMORAN INC CL B -182 Sold Out 0
FRONTIER COMMUNICATIONS CORP COM -736 Sold Out 0
GENERAL MTRS CO COM -208 Sold Out 0
GEVO INC COM -46 Sold Out 0
GROUPON INC COM CL A -156 Sold Out 0
HEWLETT PACKARD CO COM -161 Sold Out 0
INTREPID POTASH INC COM -504 Sold Out 0
ISHARES IBOXX INV CP ETF -23,866 Sold Out 0
KINDER MORGAN INC DEL COM -719 Sold Out 0
MBIA INC COM -241 Sold Out 0
MELLANOX TECHNOLOGIES LTD SHS -137 Sold Out 0
MERCK & CO INC NEW COM -205 Sold Out 0


Create your free portfolio