| |
|
|
| Name: |
WEST CHESTER CAPITAL ADVISORS INC |
| City: |
WEST CHESTER |
| State: |
PA |
| Zip: |
19382 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
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 |
|
LOB |
Live Oak Bancshares, Inc. |
2 |
- |
$35.32 |
$3,252,000 |
112,344 |
6.01% |
296,000 |
0 |
0.294 |
N/A |
|
|
BP |
BP Plc (ADR) |
11 |
- |
$38.70 |
$1,024,000 |
26,457 |
1.89% |
90,000 |
0 |
0.001 |
Integrated Oil & Gas |
|
|
IVV |
iShares Core S&P 500 Etf |
16 |
- |
$513.84 |
$701,000 |
1,632 |
1.3% |
-26,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
CSCO |
Cisco Systems Inc |
22 |
- |
$47.12 |
$499,000 |
9,279 |
0.92% |
19,000 |
0 |
0 |
Networking & Communic... |
|
|
NQP |
Nuveen Pennsylvania Investm... |
30 |
- |
$11.69 |
$338,000 |
33,281 |
0.62% |
-36,000 |
0 |
0.088 |
Closed - End Fund - Debt |
|
|
VOOV |
Vanguard S&P 500 Value Etf |
32 |
- |
$174.26 |
$325,000 |
2,186 |
0.6% |
-15,000 |
0 |
0.018 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
34 |
- |
$116.00 |
$289,000 |
2,457 |
0.53% |
25,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
WMT |
Wal-Mart Stores Inc |
38 |
- |
$60.24 |
$229,000 |
1,431 |
0.42% |
4,000 |
0 |
0.001 |
Discount, Variety Stores |
|
|
VTV |
Vanguard Value VIPERS |
40 |
- |
$157.76 |
$213,000 |
1,544 |
0.39% |
-6,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
MYD |
Blackrock Muniyield Fund Inc |
41 |
- |
$10.69 |
$205,000 |
22,375 |
0.38% |
-29,000 |
0 |
0.048 |
Closed - End Fund - Debt |
|
|
NAD |
Nuveen Dividend Advantage M... |
43 |
- |
$11.08 |
$157,000 |
15,504 |
0.29% |
-18,000 |
0 |
0.008 |
Closed - End Fund - E... |
|
