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White River Investment Partners, LLC13F | |
White River Investment Partners, LLC | |
Last update 2014-11-14 | 8 Stocks (1 new) |
Value $72.00 Mil | Turnover 6 % |
White River Investment Partner... Top Holdings of 2014-09-30
View Full List
Ticker |
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ESRX |
LBTYK |
BN |
UPS |
DELISTED:VRX |
PKX |
DELISTED:DTV |
AIG |
USB |
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ESRX | Express Scripts Holding Co | 200,600 | 14,168.0 | +3.67% | 19.740 | +0.70% | 0.040 | -2.38% | +23.70% | 52,061.2 | Healthcare Plans | |
LBTYK | Liberty Global PLC | 382,550 | 13,949.0 | -1.88% | 19.430 | -0.32% | 0.070 | -17.62% | -24.20% | 3,392.2 | Telecommunication Services | |
BN | Brookfield Asset Management Inc | 697,361 | 13,934.0 | +7.16% | 19.410 | +1.30% | 0.020 | +12.23% | +2.71% | 90,497.2 | Asset Management | |
UPS | United Parcel Service Inc | 130,900 | 12,866.0 | -5.53% | 17.920 | -0.90% | 0.020 | -17.12% | -19.67% | 83,197.9 | Transportation | |
DELISTED:VRX | Valeant Pharmaceuticals International | 90,099 | 11,820.0 | +2.39% | 16.470 | +0.38% | - | 0% | 0% | 0 | Drug Manufacturers | |
PKX | POSCO Holdings Inc | 30,000 | 2,277.0 | New Holding | 3.170 | +3.17% | 0.010 | -5.82% | +11.05% | 14,431.3 | Steel | |
DELISTED:DTV | Directv | 25,000 | 2,163.0 | -56.14% | 3.010 | -3.12% | - | 0% | 0% | 0 | Media - Diversified | |
AIG | American International Group Inc | 0 | 0 | Sold Out | 0.000 | -6.12% | 0.000 | +7.98% | +20.55% | 50,336.7 | Insurance | |
USB | U.S. Bancorp | 0 | 0 | Sold Out | 0.000 | -11.77% | 0.000 | +2.09% | -5.28% | 69,752.9 | Banks |
White River Investment Partners, LLC's Historical Top Holdings Breakdowns
White River Investment Partners, LLC Total Holding History ($B)
White River Investment Partners, LLC's Asset Allocation
White River Investment Partners, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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White River Investment Partners, LLC's Hypothetical Growth since 2014-09-30
White River Investment Partners, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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White River Investment Partners, LLC's Holdings Heat Map
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White River Investment Partners, LLC's Holdings Bubble Chart
White River Investment Partners, LLC News
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