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) 1,152

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

Sector Weighting

Basic Materials 4.72%
Capital Goods 4.13%
Conglomerates
Consumer Cyclical 4.08%
Consumer/Non-Cyclical 0.51%
Energy 9.3%
Financial 26.76%
Healthcare 19.98%
Services 14.74%
Technology 10.73%
Transportation 0.28%
Utilities 4.76%

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 16,742 16,742 New 121,325
DU PONT E I DE NEMOURS & CO COM 16,663 16,663 New 214,040
EATON CORP PLC SHS 15,706 15,706 New 221,177
CONTINENTAL RESOURCES INC COM 15,515 15,515 New 348,738
MARKWEST ENERGY PARTNERS L P UNIT LTD PARTN 15,513 15,513 New 238,848
CABOT OIL & GAS CORP COM 15,246 15,246 New 525,718
CISCO SYS INC COM 14,825 520 3.64 502,368
EQT CORP COM 14,721 14,721 New 184,448
VENTAS INC COM 14,650 130 .89 196,720
LYONDELLBASELL INDUSTRIES N V SHS - A - 13,236 404 3.15 154,074
BCE INC COM NEW 11,850 199 1.71 270,485
QUALCOMM INC COM 11,500 133 1.17 158,595
EMERSON ELEC CO COM 10,976 10,976 New 189,497
AEROVIRONMENT INC COM 10,197 394 4.02 372,025
CATERPILLAR INC DEL COM 9,536 9,536 New 115,027
APACHE CORP COM 8,976 581 6.92 136,335
ENTERPRISE PRODS PARTNERS L P COM 8,699 8,289 2,019.23 260,920
GOOGLE INC CL C 7,974 2,378 42.49 14,280
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 6,855 6,278 1,087.57 137,402
ACCELERATE DIAGNOSTICS INC COM 5,531 5,531 New 276,549


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