YORKTOWN MANAGEMENT & RESEARCH CO INC Information

2303 YORKTOWN AVE, LYNCHBURG, Virginia, 24501, (800) 544-6060

Report Date: 03/31/2016

Position Statistics

Total Positions 430
New Positions 42
Increased Positions 77
Decreased Positions 117
Positions with Activity 194
Sold Out Positions 73
Total Mkt Value (in $ millions) 527

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

Sector Weighting

Basic Materials 0.39%
Capital Goods 0.83%
Conglomerates 2.24%
Consumer Cyclical 0.65%
Consumer/Non-Cyclical 0.25%
Energy 0.47%
Financial 55.74%
Healthcare 0.94%
Services 20.97%
Technology 2.14%
Transportation 0.27%
Utilities 3.19%

430 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
8X8 INC NEW COM -188 Sold Out 0
ABBVIE INC COM -3,568 Sold Out 0
ALCENTRA CAP CORP COM -260 Sold Out 0
ALKERMES PLC SHS -185 Sold Out 0
ALTRIA GROUP INC COM -1,631 Sold Out 0
AMERICAN CAP SR FLOATING LTD COM -1,189 Sold Out 0
ASTRAZENECA PLC SPONSORED ADR -1,386 Sold Out 0
BB&T CORP COM -211 Sold Out 0
BHP BILLITON PLC SPONSORED ADR -2,139 Sold Out 0
BLACKROCK TAX MUNICPAL BD TR SHS -1,388 Sold Out 0
BLUEROCK RESIDENTIAL GRW REIT COM CL A -1,694 Sold Out 0
BOEING CO COM -1,680 Sold Out 0
BRISTOL MYERS SQUIBB CO COM -214 Sold Out 0
CANADIAN NATL RY CO COM -228 Sold Out 0
CISCO SYS INC COM -2,611 Sold Out 0
CM FIN INC COM -82 Sold Out 0
CME GROUP INC COM -1,312 Sold Out 0
CMS ENERGY CORP COM -270 Sold Out 0
COCA COLA CO COM -2,369 Sold Out 0
DEERE & CO COM -2,367 Sold Out 0


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