BUDROS, RUHLIN & ROE, INC. Information

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900

Report Date: 12/31/2014

Position Statistics

Total Positions 113
New Positions 5
Increased Positions 38
Decreased Positions 63
Positions with Activity 101
Sold Out Positions 13
Total Mkt Value (in $ millions) 248

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

Sector Weighting

Basic Materials 0.66%
Capital Goods 1.38%
Conglomerates 0.08%
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 5.35%
Energy 2.09%
Financial 66.37%
Healthcare 5.89%
Services 4.94%
Technology 8.01%
Transportation
Utilities 0.95%

13 Sold Out Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM -284 Sold Out 0
APACHE CORP COM -201 Sold Out 0
CAPSTONE MNG CORP COM -61 Sold Out 0
CONSOLIDATED EDISON INC COM -389 Sold Out 0
HALYARD HEALTH INC COM -47 Sold Out 0
ISHARES TR CORE S&P MCP ETF -346 Sold Out 0
ITC HLDGS CORP COM -211 Sold Out 0
NAM TAI PPTY INC SHS -58 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -181 Sold Out 0
QUALCOMM INC COM -228 Sold Out 0
SCHLUMBERGER LTD COM -194 Sold Out 0
SERGO PLC REIT SHS -88 Sold Out 0
WEYERHAEUSER CO COM -210 Sold Out 0


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