| |
|
|
| Name: |
Keystone Financial Planning Inc. |
| City: |
Cleveland |
| State: |
OH |
| Zip: |
44130 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
7 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HDV |
Ishares High Dividend Equit... |
3 |
- |
$108.25 |
$10,430,000 |
94,640 |
3.38% |
6,352,000 |
54,652 |
0.105 |
N/A |
|
|
PEG |
Public Service Enterprise G... |
5 |
- |
$70.45 |
$8,310,000 |
124,438 |
2.69% |
953,000 |
4,133 |
0.025 |
Multi Utilities |
|
|
BMY |
Bristol-Myers Squibb Co |
10 |
- |
$43.99 |
$7,263,000 |
133,927 |
2.36% |
948,000 |
10,858 |
0.006 |
Drug Manufacturers - ... |
|
|
UPS |
United Parcel Service Inc |
14 |
- |
$146.43 |
$6,878,000 |
46,276 |
2.23% |
-77,000 |
2,043 |
0.006 |
AirDelivery & Freight... |
|
|
UL |
Unilever Plc (ADR) |
15 |
- |
$52.13 |
$6,457,000 |
128,655 |
2.09% |
4,379,000 |
85,782 |
0.011 |
Food - Major Diversified |
|
|
NJR |
New Jersey Resources Corp |
41 |
- |
$44.70 |
$501,000 |
11,677 |
0.16% |
195,000 |
4,811 |
0.012 |
Gas Utilities |
|
|
TJX |
TJX Companies Inc |
43 |
- |
$95.11 |
$420,000 |
4,137 |
0.14% |
33,000 |
15 |
0 |
Discount, Variety Stores |
|
