| |
|
|
| Name: |
WIMMER ASSOCIATES 1 LLC |
| City: |
Pasadena |
| State: |
CA |
| Zip: |
91101 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
20 |
|
View All Holdings |
Currently
Viewing:
Unchanged 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 |
|
MCD |
McDonalds Corp |
25 |
- |
$271.32 |
$2,221,000 |
7,491 |
1.25% |
248,000 |
0 |
0.001 |
Restaurants |
|
|
BR |
Broadridge Financial Soluti... |
27 |
- |
$197.80 |
$2,133,000 |
10,366 |
1.2% |
277,000 |
0 |
0.009 |
Business Services |
|
|
BRK.A |
Berkshire Hathaway Inc |
43 |
- |
$621,000.00 |
$1,085,000 |
2 |
0.61% |
22,000 |
0 |
0 |
Property & Casualty I... |
|
|
TMO |
Thermo Fisher Scientific |
49 |
- |
$590.70 |
$856,000 |
1,612 |
0.48% |
40,000 |
0 |
0 |
Medical Laboratories ... |
|
|
AMD |
Advanced Micro Devices Inc |
54 |
- |
$150.56 |
$781,000 |
5,297 |
0.44% |
236,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
CAT |
Caterpillar Inc |
61 |
- |
$356.68 |
$705,000 |
2,385 |
0.4% |
54,000 |
0 |
0 |
Farm & Construction M... |
|
|
UNP |
Union Pacific Corp |
62 |
- |
$245.68 |
$695,000 |
2,828 |
0.39% |
119,000 |
0 |
0 |
Railroads |
|
|
WFC |
Wells Fargo & Co |
67 |
- |
$61.26 |
$647,000 |
13,141 |
0.36% |
110,000 |
0 |
0 |
Domestic Money Center... |
|
|
IVV |
iShares Core S&P 500 Etf |
69 |
- |
$523.57 |
$609,000 |
1,275 |
0.34% |
61,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
BX |
Blackstone Group LP |
73 |
- |
$120.62 |
$569,000 |
4,343 |
0.32% |
104,000 |
0 |
0.001 |
Asset Management |
|
|
VEA |
Vanguard Europe Pacific ETF |
74 |
- |
$49.56 |
$554,000 |
11,565 |
0.31% |
48,000 |
0 |
0.001 |
Closed - End Fund - F... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
78 |
- |
$84.75 |
$489,000 |
6,515 |
0.28% |
43,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
FAF |
First American Financial Co... |
86 |
- |
$55.91 |
$348,000 |
5,405 |
0.2% |
43,000 |
0 |
0.005 |
Surety & Title Insurance |
|
|
MAR |
Marriott International Inc |
89 |
- |
$237.50 |
$316,000 |
1,400 |
0.18% |
41,000 |
0 |
0 |
Lodging |
|
|
HSY |
Hershey Foods Corp |
90 |
- |
$209.51 |
$315,000 |
1,690 |
0.18% |
-23,000 |
0 |
0.001 |
Confectioners |
|
|
WM |
Waste Management Inc |
93 |
- |
$210.82 |
$304,000 |
1,700 |
0.17% |
45,000 |
0 |
0 |
Waste Management |
|
|
IVE |
iShares S&P 500/BARRA Value |
95 |
- |
$184.16 |
$287,000 |
1,650 |
0.16% |
33,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
AXP |
American Express Co |
96 |
- |
$238.65 |
$281,000 |
1,500 |
0.16% |
57,000 |
0 |
0 |
Credit Services |
|
|
CP |
Canadian Pacific Railway Li... |
100 |
- |
$82.03 |
$254,000 |
3,218 |
0.14% |
15,000 |
0 |
0 |
Railroads |
|
|
GILD |
Gilead Sciences Inc |
102 |
- |
$67.54 |
$252,000 |
3,110 |
0.14% |
19,000 |
0 |
0 |
Biotechnology |
|
