COLONIAL TRUST ADVISORS Information

359 S. PINE STREET, SPARTANBURG, South Carolina, 29302, (864) 582-3356

Report Date: 03/31/2015

Position Statistics

Total Positions 143
New Positions 4
Increased Positions 127
Decreased Positions 12
Positions with Activity 139
Sold Out Positions 5
Total Mkt Value (in $ millions) 328

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

Sector Weighting

Basic Materials 4.38%
Capital Goods 6.04%
Conglomerates
Consumer Cyclical 3.03%
Consumer/Non-Cyclical 11.54%
Energy 6.44%
Financial 20.91%
Healthcare 7.26%
Services 16.92%
Technology 11.81%
Transportation 3.96%
Utilities 7.08%

4 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TYSON FOODS INC CL A 2,326 2,326 New 52,449
PANERA BREAD CO CL A 1,736 1,736 New 8,505
GALLAGHER ARTHUR J & CO COM 788 788 New 16,610
SMUCKER J M CO COM NEW 195 195 New 1,750


Latest News Headlines

View All Latest Headlines
Create your free portfolio