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| Name: |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
| City: |
ROCHESTER |
| State: |
NY |
| Zip: |
14618 |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWD |
iShares Russell 1000 Value |
175 |
New |
$172.79 |
$478,000 |
2,666 |
0.03% |
478,000 |
2,666 |
0.001 |
Closed - End Fund - E... |
|
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NOW |
Servicenow, Inc. |
242 |
New |
$728.58 |
$252,000 |
330 |
0.02% |
252,000 |
330 |
0 |
Information Technolog... |
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SLB |
Schlumberger Ltd |
249 |
New |
$43.00 |
$240,000 |
4,383 |
0.02% |
240,000 |
4,383 |
0.003 |
Oil & Gas Equipment &... |
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SJM |
JM Smucker Company |
260 |
New |
$111.58 |
$225,000 |
1,785 |
0.01% |
225,000 |
1,785 |
0.002 |
Processed & Packaged ... |
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REGN |
Regeneron Pharmaceuticals Inc |
266 |
New |
$1,036.52 |
$217,000 |
225 |
0.01% |
217,000 |
225 |
0 |
Biotechnology |
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TGT |
Target Corp |
267 |
New |
$141.16 |
$217,000 |
1,226 |
0.01% |
217,000 |
1,226 |
0 |
Discount, Variety Stores |
|
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VBR |
Vanguard Small Cap Val VIPER |
271 |
New |
$181.11 |
$206,000 |
1,071 |
0.01% |
206,000 |
1,071 |
0.001 |
Closed - End Fund - E... |
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FISV |
Fiserv Inc |
272 |
New |
$148.94 |
$205,000 |
1,284 |
0.01% |
205,000 |
1,284 |
0 |
Business Software & S... |
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TRP |
TC Energy Corp |
273 |
New |
$46.83 |
$201,000 |
4,990 |
0.01% |
201,000 |
4,990 |
0.001 |
Foreign Utilities |
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NYCB |
New York Community Bancorp Inc |
278 |
New |
$3.05 |
$32,000 |
10,000 |
0% |
32,000 |
10,000 |
0.001 |
Savings & Loans |
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