FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX Information

12222 MERIT DRIVE, DALLAS, Texas, 75251-2234, (972) 934-9070

Report Date: 03/31/2015

Position Statistics

Total Positions 171
New Positions 3
Increased Positions 32
Decreased Positions 111
Positions with Activity 143
Sold Out Positions 8
Total Mkt Value (in $ millions) 342

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

Sector Weighting

Basic Materials 1.3%
Capital Goods 3.45%
Conglomerates
Consumer Cyclical 1.15%
Consumer/Non-Cyclical 3.72%
Energy 18.23%
Financial 18.41%
Healthcare 9.53%
Services 18.8%
Technology 3.24%
Transportation 3.26%
Utilities 18.15%

3 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BLACKSTONE GROUP L P COM UNIT LTD 261 261 New 6,006
SYSCO CORP COM 237 237 New 6,302
JOHNSON CTLS INC COM 236 236 New 4,588


Create your free portfolio