WALDRON, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 141
New Positions 13
Increased Positions 53
Decreased Positions 59
Positions with Activity 112
Sold Out Positions 9
Total Mkt Value (in $ millions) 241

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

Sector Weighting

Basic Materials 0.55%
Capital Goods 0.29%
Conglomerates
Consumer Cyclical 0.32%
Consumer/Non-Cyclical 2.05%
Energy 1.34%
Financial 75.53%
Healthcare 6.93%
Services 2.6%
Technology 6.09%
Transportation 0.37%
Utilities

141 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
3M CO COM -198 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A -1,457,374 Sold Out 0
CA INC COM -219 Sold Out 0
EXPRESS SCRIPTS HLDG CO COM -227 Sold Out 0
HARTFORD FINL SVCS GROUP INC COM -274 Sold Out 0
INVENTRUST PPTYS CORP COM -65 Sold Out 0
ISHARES TR IBOXX INV CP ETF -963 Sold Out 0
PARADIGM OIL & GAS INC COM PAR $.0001 184.31 3,008,000
SANDISK CORP COM -182 Sold Out 0
THERMO TECH TECHNOLOGIES INC COM New 250,000
TORTOISE ENERGY INFRSTRCTR CP COM -696 Sold Out 0
WORLDGATE COMMUNICATIONS INC COM (16.67) 100,000
STRATEGIC GLOBAL INVTS INC COM NEW New 300
TASEKO MINES LTD COM 6 New 12,000
PROTEA BIOSCIENCES GROUP INC COM 10 New 20,000
METRO AG ADR 73 73 New 11,707
MICHAEL KORS HLDGS LTD SHS 126 22 20.71 3,217
LINN ENERGY LLC UNIT LTD LIAB 132 New 23,900
EOG RES INC COM 168 168 New 2,293
SOUTHWEST AIRLS CO COM 192 192 New 5,459


Latest News Headlines

View All Latest Headlines
Create your free portfolio