IRONWOOD INVESTMENT COUNSEL, LLC Information

14646 NORTH KIERLAND BLVD., SUITE 135, SCOTTSDALE, Arizona, 85254, (602) 493-4042

Report Date: 03/31/2015

Position Statistics

Total Positions 145
New Positions 3
Increased Positions 35
Decreased Positions 55
Positions with Activity 90
Sold Out Positions 4
Total Mkt Value (in $ millions) 193

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

Sector Weighting

Basic Materials 1.48%
Capital Goods 1.7%
Conglomerates
Consumer Cyclical 0.48%
Consumer/Non-Cyclical 11.2%
Energy 9.64%
Financial 28.32%
Healthcare 10.35%
Services 15.48%
Technology 13.89%
Transportation 3.29%
Utilities 3.68%

145 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALPS ETF TR VELOSH VOLA HDGD 15,028 1,048 7.49 500,947
EXXON MOBIL CORP COM 9,600 14 .15 121,116
MICROSOFT CORP COM 7,041 -6 (0.08) 155,259
PROCTER & GAMBLE CO COM 5,725 451 8.55 71,589
JOHNSON & JOHNSON COM 5,667 -26 (0.45) 57,661
GENERAL ELECTRIC CO COM 5,337 15 .29 205,651
APPLE INC COM 5,191 781 17.71 42,281
PEPSICO INC COM 3,993 -19 (0.48) 41,740
CISCO SYS INC COM 3,815 -547 (12.54) 135,223
INTERNATIONAL BUSINESS MACHS COM 3,686 644 21.15 23,172
WESTERN UN CO COM 3,574 -42 (1.17) 194,671
WALGREENS BOOTS ALLIANCE INC COM 3,556 New 37,675
MONDELEZ INTL INC CL A 3,471 -233 (6.3) 82,582
SYSCO CORP COM 3,461 423 13.92 96,731
PFIZER INC COM 3,186 5 .17 92,773
WAL-MART STORES INC COM 2,854 -22 (0.75) 39,987
US BANCORP DEL COM NEW 2,853 11 .39 63,675
KINDER MORGAN INC DEL COM 2,837 32 1.13 80,556
MEDTRONIC PLC SHS 2,790 -837 (23.07) 36,882
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 2,776 New 40,200


Latest News Headlines

View All Latest Headlines
Create your free portfolio