WALDRON, LP Information

1150 OLD POND ROAD, BRIDGEVILLE, Pennsylvania, 15017, (412) 221-1005

Report Date: 12/31/2014

Position Statistics

Total Positions 141
New Positions 21
Increased Positions 73
Decreased Positions 46
Positions with Activity 119
Sold Out Positions 13
Total Mkt Value (in $ millions) 1,742

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

Sector Weighting

Basic Materials 0.08%
Capital Goods 0.06%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.31%
Energy 0.22%
Financial 96.66%
Healthcare 0.91%
Services 0.39%
Technology 0.86%
Transportation 0.03%
Utilities

119 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 1,500,772 31,899 2.17 6,916
ISHARES TR RUS 1000 VAL ETF 57,849 592 1.04 564,433
ISHARES TR RUS 1000 GRW ETF 57,079 -41 (0.07) 578,427
SPDR S&P 500 ETF TR TR UNIT 11,881 751 6.75 57,749
ISHARES TR MSCI EAFE ETF 11,102 6,715 153.07 170,430
ISHARES TR RUS 2000 GRW ETF 9,728 1,487 18.05 64,833
STRYKER CORP COM 8,488 46 .55 91,699
BARCLAYS BK PLC DJUBS CMDT ETN36 7,703 2,697 53.88 274,235
UNITED BANKSHARES INC WEST VA COM 4,913 1,554 46.29 132,450
ISHARES TR RUSSELL 3000 ETF 4,741 2,126 81.26 38,435
ISHARES TR RUS 2000 VAL ETF 4,520 -27 (0.58) 44,235
ISHARES MSCI ACWI US ETF 3,998 1,770 79.41 88,834
APPLE INC COM 3,283 387 13.35 26,636
ISHARES TR MSCI EMG MKT ETF 3,079 1,866 153.69 78,039
FACEBOOK INC CL A 2,576 -42 (1.59) 30,930
CAMPBELL SOUP CO COM 2,566 1 .05 55,920
BIOGEN INC COM 1,353 -44 (3.17) 3,148
WORKDAY INC CL A 1,335 4 .27 15,694
SPDR SERIES TRUST BRC HGH YLD BD 1,102 403 57.70 28,150
ISHARES TR U.S. REAL ES ETF 988 .01 12,504


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