OBERMEYER WOOD INVESTMENT COUNSEL, LLLP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 147
New Positions 7
Increased Positions 43
Decreased Positions 65
Positions with Activity 108
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,182

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

Sector Weighting

Basic Materials 2.59%
Capital Goods 3.53%
Conglomerates
Consumer Cyclical 5.09%
Consumer/Non-Cyclical 0.46%
Energy 10.63%
Financial 23.84%
Healthcare 23.32%
Services 14.3%
Technology 13.05%
Transportation 0.22%
Utilities 2.94%

7 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTEL CORP COM 22,723 22,723 New 747,100
SUMMIT MATLS INC CL A 383 383 New 15,000
WHITING PETE CORP NEW COM 221 221 New 6,568
FISERV INC COM 215 215 New 2,600
VERIZON COMMUNICATIONS INC COM 196 196 New 4,203
CHAMBERS STR PPTYS COM 137 137 New 17,172
RITE AID CORP COM 84 84 New 10,000


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