EVERGREEN CAPITAL MANAGEMENT LLC Information

10500 NE 8TH STREET, SUITE 950, BELLEVUE, Washington, 98004, (425) 467-4600

Report Date: 03/31/2015

Position Statistics

Total Positions 115
New Positions 16
Increased Positions 48
Decreased Positions 61
Positions with Activity 109
Sold Out Positions 10
Total Mkt Value (in $ millions) 457

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

Sector Weighting

Basic Materials 0.72%
Capital Goods 0.75%
Conglomerates
Consumer Cyclical 1.58%
Consumer/Non-Cyclical 1.39%
Energy 7.72%
Financial 48.44%
Healthcare 6.27%
Services 7.55%
Technology 10.92%
Transportation 5.15%
Utilities 4.43%

115 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 558 -5,790 (91.21) 14,230
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 424 -6,195 (93.6) 5,300
INTEL CORP COM 414 -2,805 (87.15) 12,367
BRISTOL MYERS SQUIBB CO COM 392 New 5,733
YAMANA GOLD INC COM 376 -774 (67.31) 99,490
BUCKEYE PARTNERS L P UNIT LTD PARTN 373 161 76.02 4,631
KINDER MORGAN INC DEL COM 351 351 New 8,228
HOME LN SERVICING SOLUTIONS LT ORD SHS 327 19 6.19 476,895
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 319 319 New 7,200
BOEING CO COM 316 4 1.40 2,180
SPDR SERIES TRUST NUVN BRCLY MUNI 301 New 12,700
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 294 New 3,546
ABBVIE INC COM 268 -50 (15.83) 4,095
POWERSHARES ETF TR II BUILD AMER ETF 265 -18 (6.34) 9,165
ORACLE CORP COM 258 -6,666 (96.27) 5,875
SUNOCO LOGISTICS PRTNRS L P COM UNITS 253 New 6,213
SPROTT PHYSICAL GOLD TRUST UNIT 246 -12,515 (98.07) 24,735
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 235 9 3.85 4,050
ISHARES MRG RL ES CP ETF 228 -21 (8.47) 19,610
COSTCO WHSL CORP NEW COM 218 218 New 1,515


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