YORKTOWN MANAGEMENT & RESEARCH CO INC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 491
New Positions 41
Increased Positions 91
Decreased Positions 175
Positions with Activity 266
Sold Out Positions 103
Total Mkt Value (in $ millions) 580

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

Sector Weighting

Basic Materials 3.16%
Capital Goods 1.57%
Conglomerates 1.9%
Consumer Cyclical 1.42%
Consumer/Non-Cyclical 2.29%
Energy 1.34%
Financial 43.75%
Healthcare 3.64%
Services 21.92%
Technology 3.79%
Transportation 0.24%
Utilities 3.07%

491 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
2U INC COM -156 Sold Out 0
AETNA INC NEW COM -310 Sold Out 0
AFFILIATED MANAGERS GROUP COM -226 Sold Out 0
ALLISON TRANSMISSION HLDGS INC COM -260 Sold Out 0
AMERICAN CAP LTD COM -193 Sold Out 0
AMERICAN ELEC PWR INC COM -2,131 Sold Out 0
BLACKROCK INC COM -251 Sold Out 0
BLUE CAP REINS HLDGS LTD COM -178 Sold Out 0
BOFI HLDG INC COM -154 Sold Out 0
C H ROBINSON WORLDWIDE INC COM NEW -283 Sold Out 0
CALAMOS ASSET MGMT INC CL A -87 Sold Out 0
CALIFORNIA RES CORP COM -6 Sold Out 0
CALIFORNIA WTR SVC GROUP COM -139 Sold Out 0
CANADIAN PAC RY LTD COM -217 Sold Out 0
CARMAX INC COM -237 Sold Out 0
CHINA MOBILE LIMITED SPONSORED ADR -2,332 Sold Out 0
CIGNA CORPORATION COM -1,399 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUG BLT2018 HY -265 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUG BUL 2020 HY -246 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR ZACKS GRW&INCO -252 Sold Out 0


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