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ParenteBeard Wealth Management, LLC

13F
ParenteBeard Wealth Management, LLC
Last update 2015-01-28 98 Stocks (6 new)
Value $8.00 Mil Turnover 5 %
Countries:
Top Holdings: undefined(undefined%)
ParenteBeard Wealth Management... Top Holdings of 2014-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VER
VEREIT Inc
3,273
1,808.2
-99.33%
22.660
-12.76%
0.010
+3.66%
+36.77%
11,526.2
REITs
NYRT CALL
New York REIT Inc
10,140
957.5
0%
12.000
0%
0.060
-22.43%
-0.69%
238.1
REITs
KMI
Kinder Morgan Inc
31,088
734.8
+81.67%
9.210
+4.14%
0.000
+4.00%
+3.95%
61,970.9
Oil & Gas
DELISTED:HCT
American Realty Capital Healthcare Trust Inc
American Realty Capital Healthcare Trust Inc
8,661
727.8
-99.10%
9.120
-4.33%
-
0%
0%
0
REITs
AMLP
Alerian MLP ETF
1,754
500.6
-98.33%
6.270
-4.32%
0.010
+2.99%
+5.99%
10,502.5
 
CUBI
Customers Bancorp Inc
5,734
294.6
-97.86%
3.690
-2.06%
0.020
+40.84%
+31.70%
2,025.1
Banks
MO
Altria Group Inc
10,683
216.8
-95.06%
2.720
-4.11%
0.000
+1.49%
+14.92%
97,731.9
Tobacco Products
APU
AmeriGas Partners LP
9,699
202.4
-95.21%
2.540
-3.83%
0.010
-7.13%
+34.66%
2,903.4
Utilities - Regulated
EPD
Enterprise Products Partners LP
7,264
201.1
-96.39%
2.520
-3.40%
0.000
+2.85%
+3.36%
67,995.1
Oil & Gas
MWE
MarkWest Energy Partners LP
11,797
175.6
-93.28%
2.200
-5.48%
0.010
-22.09%
-32.74%
9,884.1
Oil & Gas

ParenteBeard Wealth Management, LLC's Historical Top Holdings Breakdowns

ParenteBeard Wealth Management, LLC Total Holding History ($B)

To

ParenteBeard Wealth Management, LLC's Asset Allocation

To

ParenteBeard Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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ParenteBeard Wealth Management, LLC's Hypothetical Growth since 2014-12-31

ParenteBeard Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ParenteBeard Wealth Management, LLC's Holdings Heat Map

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ParenteBeard Wealth Management, LLC's Holdings Bubble Chart

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