BUCKINGHAM ASSET MANAGEMENT, LLC
8182 MARYLAND AVE., CLAYTON, Missouri, 63105, (314) 725-0455
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 143 |
| New Positions | 11 |
| Increased Positions | 61 |
| Decreased Positions | 61 |
| Positions with Activity | 122 |
| Sold Out Positions | 24 |
| Total Mkt Value (in $ millions) |
167 |
Sector Weighting
| Basic Materials | 1.07% |
| Capital Goods | 1% |
| Conglomerates | |
| Consumer Cyclical | 0.17% |
| Consumer/Non-Cyclical | 2.68% |
| Energy | 4.13% |
| Financial | 68.73% |
| Healthcare | 2.06% |
| Services | 5.45% |
| Technology | 13.22% |
| Transportation | 0.57% |
| Utilities | 0.62% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
143 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 1,799 | -35 | (1.93) | 23,780 |
| INFINERA CORPORATION | COM | 1,674 | -9,320 | (84.78) | 182,907 |
| PROCTER & GAMBLE CO | COM | 1,650 | 29 | 1.78 | 20,969 |
| ISHARES TR | RUSL 2000 VALU | 1,617 | 6 | .38 | 18,677 |
| ISHARES TR | S&P NTL AMTFREE | 1,553 | -238 | (13.28) | 14,029 |
| HCP INC | COM | 1,523 | New | 29,359 | |
| JOHNSON & JOHNSON | COM | 1,375 | 159 | 13.10 | 15,767 |
| VANGUARD INTL EQUITY INDEX FD | FTSE EUROPE ETF | 1,371 | New | 26,349 | |
| GENERAL ELECTRIC CO | COM | 1,348 | 203 | 17.70 | 56,958 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 1,336 | -334 | (20) | 8 |
| PEPSICO INC | COM | 1,246 | -29 | (2.31) | 15,178 |
| INTERNATIONAL BUSINESS MACHS | COM | 1,200 | 103 | 9.42 | 5,822 |
| VANGUARD INTL EQUITY INDEX FD | FTSE EMR MKT ETF | 1,082 | 75 | 7.39 | 25,017 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1,028 | -2,301 | (69.13) | 9,234 |
| AT&T INC | COM | 1,010 | 190 | 23.14 | 27,483 |
| VANGUARD INTL EQUITY INDEX FD | ALLWRLD EX US | 1,008 | 3 | .29 | 21,007 |
| GOOGLE INC | CL A | 922 | -297 | (24.35) | 1,044 |
| MICROSOFT CORP | COM | 864 | 40 | 4.83 | 25,304 |
| ISHARES TR | CORE S&P500 ETF | 853 | New | 5,131 | |
| UNITED TECHNOLOGIES CORP | COM | 851 | 447 | 110.89 | 8,908 |
Latest News Headlines
UPDATE: News Corp Board Approves Split; Company To Take Write-Down 6:43PM ET - Dow Jones Business News
UPDATE: Visa, MasterCard Strike Back at Swipe-Fee Settlement Foes 6:32PM ET - Dow Jones Business News
Berkshire's Weschler Reveals Personal Stakes in DaVita, DirecTV 6:18PM ET - Dow Jones Business News
Peoples Bancorp Announces Cash Dividend 6:14PM ET - GlobeNewswire
StoneMor Partners L.P. Announces Successful Results of the Tender Offer for Its Outstanding 10.25% 5:36PM ET - GlobeNewswire
View All