PARENTEBEARD WEALTH MANAGEMENT, LLC Information

221 WEST PHILADELPHIA STREET, YORK, Pennsylvania, 17401, (717) 846-6214

Report Date: 09/30/2014

Position Statistics

Total Positions 123
New Positions 21
Increased Positions 70
Decreased Positions 32
Positions with Activity 102
Sold Out Positions 6
Total Mkt Value (in $ millions) 228

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

Sector Weighting

Basic Materials 0.44%
Capital Goods 0.56%
Conglomerates 2.32%
Consumer Cyclical 0.49%
Consumer/Non-Cyclical 9.57%
Energy 9.27%
Financial 29.36%
Healthcare 3.73%
Services 11.15%
Technology 4.49%
Transportation 0.26%
Utilities 23.31%

6 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAXTER INTL INC COM -223 Sold Out 0
ISHARES TR EUROPE ETF -1,162 Sold Out 0
OMNICOM GROUP INC COM -241 Sold Out 0
PEOPLES UNITED FINANCIAL INC COM -481 Sold Out 0
TORONTO DOMINION BK ONT COM NEW -190 Sold Out 0
WALGREEN CO COM -349 Sold Out 0


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