David Winters

David Winters

Last Update: 2014-05-15
Related: Wintergreen Fund

Number of Stocks: 11
Number of New Stocks: 0

Total Value: $855 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

David Winters Latest Trades these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
KO Coca-Cola Co 2014-03-31 Add0.13%$37.1 - $41.31
($38.72)
$ 39.622%Add 1.17%2,508,827
MA MasterCard Inc 2014-03-31 Reduce-6.38%$72.84 - $84.36
($78.35)
$ 75.91-3%Reduce -48.34%737,848
BRK.B Berkshire Hathaway I... 2014-03-31 Reduce-0.19%$108.78 - $125.2
($116.77)
$ 127.749%Reduce -1.18%1,207,613
CNQ Canadian Natural Res... 2014-03-31 Reduce-0.15%$31.8 - $38.07
($34.87)
$ 44.7928%Reduce -1.33%3,059,253
MO Altria Group Inc 2014-03-31 Reduce-0.13%$34 - $38.39
($36.39)
$ 41.1213%Reduce -1.5%1,940,705
RAI Reynolds American In... 2014-03-31 Reduce-0.12%$46.96 - $56.31
($50.3)
$ 57.1514%Reduce -1.03%2,113,817
KO Coca-Cola Co 2013-12-31 Add1.75%$37.05 - $41.09
($39.43)
$ 39.620%Add 18.28%2,479,843
CNQ Canadian Natural Res... 2013-12-31 Add0.25%$30.61 - $33.52
($32.14)
$ 44.7939%Add 2.2%3,100,495
PM Philip Morris Intern... 2013-12-31 Sold Out -10.6%$84.16 - $91.64
($87.33)
$ 83.19-5%Sold Out0
NSC Norfolk Southern Cor... 2013-12-31 Reduce-1.34%$76.27 - $92.87
($85.82)
$ 103.6521%Reduce -89.65%19,199
MA MasterCard Incorpora... 2013-12-31 Reduce-1.13%$65.387 - $83.33
($74.22)
$ 75.912%Reduce -10.02%142,826
LO Lorillard, Inc. 2013-12-31 Sold Out -1.1%$44.18 - $53
($49.89)
$ 61.2123%Sold Out0
NVE NV Energy Inc 2013-12-31 Sold Out -0.53%$23.6 - $23.85
($23.73)
$ 23.740%Sold Out0
BRK.B Berkshire Hathaway I... 2013-12-31 Reduce-0.21%$111.37 - $118.04
($115.61)
$ 127.7410%Reduce -1.43%1,222,090
LO Lorillard, Inc. 2013-09-30 Buy 1.1%$41.86 - $46.53
($44.05)
$ 61.2139%New holding, 237590 sh.237,590
KO Coca-Cola Co 2013-09-30 Add0.28%$37.9 - $41.09
($39.54)
$ 39.620%Add 3.45%2,096,639
MCD McDonald's Corporati... 2013-09-30 Sold Out -1.4%$94.36 - $101.58
($97.61)
$ 95.95-2%Sold Out0
MO Altria Group Inc. 2013-09-30 Reduce-0.39%$33.46 - $37.23
($35.25)
$ 41.1217%Reduce -4.89%1,984,460
BRK.B Berkshire Hathaway I... 2013-09-30 Reduce-0.19%$111.22 - $118.94
($115.43)
$ 127.7411%Reduce -1.22%1,239,817
UNP Union Pacific Corp 2013-06-30 Buy 1.6%$67.88 - $79.96
($75.35)
$ 99.4732%New holding, 95218 sh.95,218
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

David Winters's Profile:

Manager of Wintergreen Fund, David J. Winters, was formerly chief executive officer and chief investment officer of Franklin Mutual Advisers. Winters resigned from that $35 billion fund behemoth in order to found his own mutual fund. The Wintergreen Fund (WRGNX), incepted in October 2005.



David Winters's Performance:

Average Annual Return of Wintergreen Fund
5 Yrs Since Inception
15.2% 7.6%
» More Profile & Performance

David Winters's Current Portfolio:

Ticker Shares Value ($1000)
BRK.B1,207,613150,915
BEN2,314,263125,387
CNQ3,059,253117,251
RAI2,113,817112,920
KO2,508,82796,991
MO1,940,70572,641
CTO1,543,07562,155
MA737,84855,117
GOOGL36,76321,817
GOOG36,76319,157
» More Current Portfolio

David Winters's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 38.8% 38.8%
Consumer Defensive 33% 33%
Energy 13.7% 13.7%
Real Estate 7.3% 7.3%
Technology 2.4% 2.4%
» More Sector Weightings

David Winters's News:

» More Related News


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