VALMARK ADVISERS, INC. Information

130 SPRINGSIDE DRIVE, AKRON, Ohio, 44333, (330) 576-1234

Report Date: 09/30/2014

Position Statistics

Total Positions 55
New Positions 1
Increased Positions 29
Decreased Positions 17
Positions with Activity 46
Sold Out Positions 3
Total Mkt Value (in $ millions) 4,228

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

Sector Weighting

Basic Materials 0.14%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.01%
Energy 0.01%
Financial 89.76%
Healthcare
Services
Technology 0.04%
Transportation
Utilities 0.01%

1 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WISDOMTREE TR EMG MKTS SMCAP 20,462 20,462 New 476,294


Create your free portfolio