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) 249

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

Sector Weighting

Basic Materials 0.67%
Capital Goods 1.35%
Conglomerates 0.08%
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 5.23%
Energy 2.12%
Financial 66.66%
Healthcare 5.8%
Services 4.83%
Technology 7.96%
Transportation
Utilities 0.91%

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 -268 Sold Out 0
APACHE CORP COM -206 Sold Out 0
CAPSTONE MNG CORP COM -72 Sold Out 0
CONSOLIDATED EDISON INC COM -379 Sold Out 0
HALYARD HEALTH INC COM -43 Sold Out 0
ISHARES TR CORE S&P MCP ETF -339 Sold Out 0
ITC HLDGS CORP COM -209 Sold Out 0
NAM TAI PPTY INC SHS -72 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -179 Sold Out 0
QUALCOMM INC COM -228 Sold Out 0
SCHLUMBERGER LTD COM -195 Sold Out 0
SERGO PLC REIT SHS -92 Sold Out 0
WEYERHAEUSER CO COM -202 Sold Out 0
BOB EVANS FARMS INC COM 390 -1,177 (75.12) 8,666
BARCLAYS BK PLC IPTH PURE BRD 2,446 -4,254 (63.49) 74,613
WORTHINGTON INDS INC COM 323 -362 (52.86) 12,066
HUNTINGTON BANCSHARES INC COM 206 -172 (45.54) 18,729
EXXON MOBIL CORP COM 1,025 -711 (40.96) 11,565
AMERICAN TOWER CORP NEW COM 211 -83 (28.19) 2,267
BANK NEW YORK MELLON CORP COM 228 -86 (27.34) 5,315