HYMAN CHARLES D Information

224 PONTE VEDRA PARK DRIVE, PONTE VEDRA BEACH, Florida, 32082,

Report Date: 03/31/2015

Position Statistics

Total Positions 151
New Positions 2
Increased Positions 33
Decreased Positions 55
Positions with Activity 88
Sold Out Positions 2
Total Mkt Value (in $ millions) 635

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

Sector Weighting

Basic Materials 3.53%
Capital Goods 10.85%
Conglomerates
Consumer Cyclical 3.7%
Consumer/Non-Cyclical 10.78%
Energy 8.38%
Financial 22.97%
Healthcare 8.26%
Services 9.16%
Technology 9.26%
Transportation 4.44%
Utilities 6.59%

88 Activity Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 36,321 982 2.78 251,181
JOHNSON & JOHNSON COM 24,957 -156 (0.62) 246,243
GENERAL ELECTRIC CO COM 17,240 -27 (0.16) 622,834
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 15,783 -11 (0.07) 56,211
PEPSICO INC COM 15,488 -24 (0.16) 160,902
EMERSON ELEC CO COM 14,943 -184 (1.22) 241,878
METLIFE INC PFD A FLT RATE 14,534 809 5.89 582,540
CONOCOPHILLIPS COM 14,466 41 .29 222,171
BRISTOL MYERS SQUIBB CO COM 14,449 -95 (0.66) 211,556
PROCTER & GAMBLE CO COM 14,096 134 .96 176,305
3M CO COM 13,833 -191 (1.36) 85,932
MCDONALDS CORP COM 13,453 -45 (0.33) 135,904
FORD MTR CO DEL COM PAR $0.01 13,097 624 5.00 857,715
SOUTHERN CO COM 13,073 -41 (0.32) 302,413
CATERPILLAR INC DEL COM 12,998 -213 (1.61) 146,655
EXXON MOBIL CORP COM 11,298 41 .36 130,584
INTERNATIONAL BUSINESS MACHS COM 11,026 2,705 32.51 64,023
WELLS FARGO & CO NEW COM 10,808 57 .53 193,001
UNITED TECHNOLOGIES CORP COM 10,318 152 1.50 86,987
CSX CORP COM 9,911 96 .98 279,408


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