BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 112
New Positions 13
Increased Positions 52
Decreased Positions 48
Positions with Activity 100
Sold Out Positions 6
Total Mkt Value (in $ millions) 3,767

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

Sector Weighting

Basic Materials 0.07%
Capital Goods 0.08%
Conglomerates 0%
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.34%
Energy 0.15%
Financial 97.76%
Healthcare 0.4%
Services 0.34%
Technology 0.49%
Transportation
Utilities 0.07%

112 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CAPSTONE MNG CORP COM 106 106 New 44,955
NAM TAI PPTY INC SHS 93 -91 (49.48) 13,783
SERGO PLC REIT SHS 87 New 14,055
NAVIDEA BIOPHARMACEUTICALS INC COM 62 -6 (9.49) 47,700
SIRIUS XM HLDGS INC COM 54 New 15,000
PRECISION AEROSPACE COMPONENTS COM NEW 3 New 17,100
DOMINION RES INC VA NEW COM -725 Sold Out 0
GOOGLE INC CL C -118 Sold Out 0
GOOGLE INC CL A -120 Sold Out 0
MILLER HERMAN INC COM -195 Sold Out 0
ROYAL DUTCH SHELL PLC SPONS ADR A -982 Sold Out 0
TIME INC NEW COM -25 Sold Out 0


Latest News Headlines

View All
Create your free portfolio