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) 251

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

Sector Weighting

Basic Materials 0.68%
Capital Goods 1.35%
Conglomerates 0.08%
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 5.23%
Energy 2.1%
Financial 66.69%
Healthcare 5.79%
Services 4.84%
Technology 8.01%
Transportation
Utilities 0.92%

113 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 -269 Sold Out 0
APACHE CORP COM -208 Sold Out 0
CAPSTONE MNG CORP COM -71 Sold Out 0
CONSOLIDATED EDISON INC COM -387 Sold Out 0
HALYARD HEALTH INC COM -44 Sold Out 0
ISHARES TR CORE S&P MCP ETF -343 Sold Out 0
ITC HLDGS CORP COM -212 Sold Out 0
NAM TAI PPTY INC SHS -71 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -177 Sold Out 0
QUALCOMM INC COM -231 Sold Out 0
SCHLUMBERGER LTD COM -197 Sold Out 0
SERGO PLC REIT SHS -92 Sold Out 0
WEYERHAEUSER CO COM -206 Sold Out 0


Latest News Headlines

View All Latest Headlines
Create your free portfolio