HIRTLE CALLAGHAN & CO LLC Information

300 BARR HARBOR DRIVE STE 500, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 828-7200

Report Date: 03/31/2015

Position Statistics

Total Positions 528
New Positions 6
Increased Positions 6
Decreased Positions 516
Positions with Activity 522
Sold Out Positions 514
Total Mkt Value (in $ millions) 171

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

Sector Weighting

Basic Materials 0%
Capital Goods 0%
Conglomerates 0%
Consumer Cyclical 0%
Consumer/Non-Cyclical 0%
Energy 0%
Financial 100%
Healthcare 0%
Services 0%
Technology 0%
Transportation 0%
Utilities 0%

528 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
PHILIP MORRIS INTL INC COM -74,370 Sold Out 0
ALTRIA GROUP INC COM -47,346 Sold Out 0
MONDELEZ INTL INC CL A -20,815 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A -20,567 Sold Out 0
EXXON MOBIL CORP COM -13,191 Sold Out 0
KRAFT HEINZ CO COM -12,664 Sold Out 0
APPLE INC COM -10,824 Sold Out 0
TELEDYNE TECHNOLOGIES INC COM -7,541 Sold Out 0
HARLEY-DAVIDSON INC COM -7,111 Sold Out 0
STRYKER CORP COM -6,044 Sold Out 0
PROCTER & GAMBLE CO COM -5,376 Sold Out 0
GOLDMAN SACHS GROUP INC COM -5,361 Sold Out 0
NESTLE S A SPONSORED ADR -5,342 Sold Out 0
SEI INVESTMENTS CO COM -5,225 Sold Out 0
JOHNSON & JOHNSON COM -5,006 Sold Out 0
GENERAL ELECTRIC CO COM -4,994 Sold Out 0
KINDER MORGAN INC DEL COM -4,199 Sold Out 0
COCA COLA CO COM -3,731 Sold Out 0
DISNEY WALT CO COM DISNEY -3,558 Sold Out 0
UNION PAC CORP COM -3,529 Sold Out 0


Create your free portfolio