WEST OAK CAPITAL, LLC
2535 TOWNSGATE ROAD, SUITE 310, WESTLAKE VILLAGE, California, 91361, (805) 230-8282
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 306 |
| New Positions | 8 |
| Increased Positions | 59 |
| Decreased Positions | 43 |
| Positions with Activity | 102 |
| Sold Out Positions | 2 |
| Total Mkt Value (in $ millions) |
136 |
Sector Weighting
| Basic Materials | 26.03% |
| Capital Goods | 3.67% |
| Conglomerates | 0.02% |
| Consumer Cyclical | 1.11% |
| Consumer/Non-Cyclical | 7.23% |
| Energy | 6.24% |
| Financial | 14.44% |
| Healthcare | 9.27% |
| Services | 13.03% |
| Technology | 14.16% |
| Transportation | 1.04% |
| Utilities | 3.75% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
306 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| AMAZON COM INC | COM | 13 | New | 45 | |
| CROWN CASTLE INTL CORP | COM | 12 | 6 | 100 | 172 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 12 | New | 375 | |
| V F CORP | COM | 11 | New | 59 | |
| TRAVELERS COMPANIES INC | COM | 11 | New | 127 | |
| NIKE INC | CL B | 10 | New | 168 | |
| TJX COS INC NEW | COM | 10 | New | 200 | |
| ABERCROMBIE & FITCH CO | CL A | 10 | New | 200 | |
| REYNOLDS AMERICAN INC | COM | 10 | New | 198 | |
| LAUDER ESTEE COS INC | CL A | 9 | New | 132 | |
| WEYERHAEUSER CO | COM | 9 | New | 325 | |
| GOOGLE INC | CL A | 9 | New | 10 | |
| EQUINIX INC | COM NEW | 9 | 4 | 100 | 46 |
| PPG INDS INC | COM | 9 | New | 56 | |
| L-3 COMMUNICATIONS HLDGS INC | COM | 9 | New | 100 | |
| DOW CHEM CO | COM | 9 | New | 250 | |
| PENTAIR LTD | SHS | 9 | New | 143 | |
| HSBC HLDGS PLC | SPON ADR NEW | 8 | New | 139 | |
| SBA COMMUNICATIONS CORP | COM | 7 | 7 | New | 96 |
| PNC FINL SVCS GROUP INC | COM | 7 | New | 101 |
Latest News Headlines
Correction to Jabil Circuit Earnings Story 6:06PM ET - Dow Jones Business News
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Zion Oil & Gas to Conduct In-Well Testing Operations at Its Elijah #3 Well 5:15PM ET - GlobeNewswire
Guggenheim Investments Announces Final Liquidation Amount Per Share for the Liquidation of Guggenhe 5:00PM ET - GlobeNewswire
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