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  Name: WEST CHESTER CAPITAL ADVISORS INC
  City: WEST CHESTER
  State: PA
  Zip: 19382
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $54,125,000
  Total Value Change : $1,309,000
  Securities Held Change : 0
   
All Securities Held : 43
  New Positions : 5
  Closed Positions : 5
  Increased Positions : 10
  Unchanged Positions : 11
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (XLU)1 Year Chart         XLU SPDR Utilities Select 7 New $68.41 $1,737,000 29,477 3.21% 1,737,000 29,477 0.003    Closed - End Fund - E...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 31 New $92.46 $335,000 3,662 0.62% 335,000 3,662 0.001    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 33 New $122.77 $324,000 3,196 0.6% 324,000 3,196 0    Closed - End Fund - E...
   (UNG)1 Year Chart         UNG United States Natural Gas F... 35 New $5.03 $273,000 40,000 0.5% 273,000 40,000 0.082    Closed - End Fund - E...
   (FDX)1 Year Chart         FDX Fedex Corp 37 New $260.65 $244,000 922 0.45% 244,000 922 0    AirDelivery & Freight...

      5 Records Found
  1    
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