COBBLESTONE CAPITAL ADVISORS LLC /NY/
140 ALLENS CREEK ROAD, ROCHESTER, New York, 14618, (585) 473-3333
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 156 |
| New Positions | 8 |
| Increased Positions | 71 |
| Decreased Positions | 66 |
| Positions with Activity | 137 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
471 |
Sector Weighting
| Basic Materials | 4.8% |
| Capital Goods | 2.87% |
| Conglomerates | |
| Consumer Cyclical | 2% |
| Consumer/Non-Cyclical | 5.36% |
| Energy | 7.73% |
| Financial | 45.43% |
| Healthcare | 7.11% |
| Services | 7.13% |
| Technology | 15.94% |
| Transportation | 1.44% |
| Utilities | 0.17% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
8 New Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BOEING CO | COM | 653 | 653 | New | 6,608 |
| CONSTELLATION BRANDS INC | CL A | 257 | 257 | New | 4,960 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 238 | 238 | New | 5,883 |
| BAIDU INC | SPON ADR REP A | 228 | 228 | New | 2,300 |
| NEXTERA ENERGY INC | COM | 228 | 228 | New | 2,829 |
| KRAFT FOODS GROUP INC | COM | 224 | 224 | New | 3,964 |
| TARGET CORP | COM | 217 | 217 | New | 3,050 |
| PROBE MINES LTD | COM NEW | 31 | 31 | New | 25,000 |
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