OBERMEYER WOOD INVESTMENT COUNSEL, LLLP Information

501 RIO GRANDE PLACE #107, ASPEN, Colorado, 81611, (970) 925-8747

Report Date: 12/31/2014

Position Statistics

Total Positions 142
New Positions 75
Increased Positions 121
Decreased Positions 16
Positions with Activity 137
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,133

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

Sector Weighting

Basic Materials 4.49%
Capital Goods 4.02%
Conglomerates
Consumer Cyclical 4.01%
Consumer/Non-Cyclical 0.51%
Energy 9.26%
Financial 27.01%
Healthcare 20.11%
Services 15.08%
Technology 10.55%
Transportation 0.27%
Utilities 4.69%

121 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HARMAN INTL INDS INC COM 16,008 16,008 New 121,325
DU PONT E I DE NEMOURS & CO COM 15,417 15,417 New 214,040
CABOT OIL & GAS CORP COM 15,404 15,404 New 525,718
EQT CORP COM 14,957 14,957 New 184,448
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 14,875 14,875 New 238,848
EATON CORP PLC SHS 14,777 14,777 New 221,177
CONTINENTAL RESOURCES INC COM 14,291 14,291 New 348,738
VENTAS INC COM 14,164 125 .89 196,720
CISCO SYS INC COM 13,795 484 3.64 502,368
LYONDELLBASELL INDUSTRIES N V SHS - A - 13,158 402 3.15 154,074
BCE INC COM NEW 11,588 195 1.71 270,485
EMERSON ELEC CO COM 10,726 10,726 New 189,497
QUALCOMM INC COM 10,659 124 1.17 158,595
AEROVIRONMENT INC COM 10,022 387 4.02 372,025
CATERPILLAR INC DEL COM 9,186 9,186 New 115,027
ENTERPRISE PRODS PARTNERS L P COM 8,480 8,080 2,019.23 260,920
APACHE CORP COM 8,157 528 6.92 136,335
GOOGLE INC CL C 7,979 2,379 42.49 14,280
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 6,437 5,895 1,087.57 137,402
ACCELERATE DIAGNOSTICS INC COM 5,675 5,675 New 276,549


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