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 148
New Positions 7
Increased Positions 43
Decreased Positions 66
Positions with Activity 109
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,166

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

Sector Weighting

Basic Materials 2.31%
Capital Goods 3.34%
Conglomerates
Consumer Cyclical 4.81%
Consumer/Non-Cyclical 0.46%
Energy 9.58%
Financial 24.58%
Healthcare 23.81%
Services 14.81%
Technology 12.92%
Transportation 0.21%
Utilities 3.07%

7 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CHAMBERS STR PPTYS COM 127 127 New 17,172
FISERV INC COM 226 226 New 2,600
INTEL CORP COM 21,629 21,629 New 747,100
RITE AID CORP COM 89 89 New 10,000
SUMMIT MATLS INC CL A 376 376 New 15,000
VERIZON COMMUNICATIONS INC COM 197 197 New 4,203
WHITING PETE CORP NEW COM 135 135 New 6,568


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