| |
|
|
| Name: |
OSBORNE PARTNERS CAPITAL MANAGEMENT |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94104 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Closed 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 |
|
EWZ |
iShares MSCI-Brazil |
211 |
Closed |
$31.61 |
$0 |
0 |
0% |
-368,000 |
-10,540 |
0 |
Closed - End Fund - E... |
|
|
UPS |
United Parcel Service Inc |
204 |
Closed |
$147.37 |
$0 |
0 |
0% |
-209,000 |
-1,329 |
0 |
AirDelivery & Freight... |
|
|
LEN |
Lennar Corp |
210 |
Closed |
$162.93 |
$0 |
0 |
0% |
-256,000 |
-1,715 |
0 |
Residential Construct... |
|
|
SBUX |
Starbucks Corp |
203 |
Closed |
$76.11 |
$0 |
0 |
0% |
-212,000 |
-2,210 |
0 |
Specialty Eateries |
|
|
BKLN |
Powershares Senior Loan Por... |
209 |
Closed |
$21.20 |
$0 |
0 |
0% |
-328,000 |
-15,507 |
0 |
N/A |
|
|
BIIB |
Biogen Idec Inc |
202 |
Closed |
$221.50 |
$0 |
0 |
0% |
-239,000 |
-925 |
0 |
Biotechnology |
|
|
MCHI |
Ishares Msci China Index Fund |
208 |
Closed |
$45.18 |
$0 |
0 |
0% |
-905,000 |
-22,215 |
0 |
N/A |
|
|
XLE |
SPDR Energy Sector |
207 |
Closed |
$93.83 |
$0 |
0 |
0% |
-212,000 |
-2,534 |
0 |
Closed - End Fund - E... |
|
|
TFI |
Spdr Brcly Cap Muni Bond |
213 |
Closed |
$45.99 |
$0 |
0 |
0% |
-298,000 |
-6,339 |
0 |
Closed - End Fund - E... |
|
|
ADBE |
Adobe Systems Inc |
206 |
Closed |
$482.29 |
$0 |
0 |
0% |
-223,000 |
-374 |
0 |
Application Software |
|
|
MCD |
McDonalds Corp |
212 |
Closed |
$275.00 |
$0 |
0 |
0% |
-295,000 |
-995 |
0 |
Restaurants |
|
|
DLTR |
Dollar Tree Stores Inc |
205 |
Closed |
$121.04 |
$0 |
0 |
0% |
-280,000 |
-1,970 |
0 |
Discount, Variety Stores |
|
