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) 458

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

Sector Weighting

Basic Materials 0.79%
Capital Goods 0.73%
Conglomerates
Consumer Cyclical 1.6%
Consumer/Non-Cyclical 1.39%
Energy 7.96%
Financial 48.11%
Healthcare 6.16%
Services 7.4%
Technology 10.87%
Transportation 5.5%
Utilities 4.49%

115 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR 1-3 YR TR BD ETF 3,205 New 37,800
ISHARES TR 20+ YR TR BD ETF 7,326 401 5.79 59,080
TEVA PHARMACEUTICAL INDS LTD ADR -3,509 Sold Out 0
JPMORGAN CHASE & CO ALERIAN ML ETN 6,179 5,905 2,152.04 135,235
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 9,046 -71 (0.78) 176,001
POWERSHARES ETF TR II ASIA PAC BD PR 11,391 -15,048 (56.91) 467,630
POWERSHARES ETF TR II BUILD AMER ETF 273 -18 (6.34) 9,165
CENTRAL FD CDA LTD CL A 3,052 -3,809 (55.52) 255,160
DREAMWORKS ANIMATION SKG INC CL A 3,151 41 1.33 126,395
GOOGLE INC CL A 2,456 -34 (1.37) 4,456
UNITED PARCEL SERVICE INC CL B 3,376 12 .36 33,301
BERKSHIRE HATHAWAY INC DEL CL B NEW 5,425 -86 (1.56) 37,840
GOOGLE INC CL C 3,050 288 10.44 5,670
ABBVIE INC COM 263 -50 (15.83) 4,095
AIRGAS INC COM 204 New 2,000
AMERICAN EXPRESS CO COM 2,766 2,766 New 35,606
ANNALY CAP MGMT INC COM 205 -7,481 (97.33) 20,250
APPLE INC COM 13,259 -2,996 (18.43) 102,823
AT&T INC COM 212 -26 (10.96) 6,149
BANK NEW YORK MELLON CORP COM 3,435 -2,169 (38.7) 80,380


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