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) 1,182

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 3.24%
Conglomerates
Consumer Cyclical 4.7%
Consumer/Non-Cyclical 0.44%
Energy 9.39%
Financial 24.01%
Healthcare 25.53%
Services 14.5%
Technology 12.62%
Transportation 0.21%
Utilities 2.97%

7 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
FISERV INC COM 224 224 New 2,600
VERIZON COMMUNICATIONS INC COM 194 194 New 4,203
WHITING PETE CORP NEW COM 151 151 New 6,568
RITE AID CORP COM 87 87 New 10,000
SUMMIT MATLS INC CL A 374 374 New 15,000
CHAMBERS STR PPTYS COM 126 126 New 17,172
INTEL CORP COM 20,964 20,964 New 747,100


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