WP
| |
Winthrop Partners - WNY, LLC13F | |
| Winthrop Partners - WNY, LLC | |
| Last update 2019-10-28 | 245 Stocks (49 new) |
| Value $139.00 Mil | Turnover 7 % |
Winthrop Partners - WNY, LLC Top Holdings of 2019-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 47,484 | 5,588.4 | +2.22% | 4.020 | +0.09% | 0.000 | +27.62% | +23.30% | 799,715.2 | Banks | |
T | AT&T Inc | 143,921 | 5,446.0 | 0% | 3.910 | 0% | 0.000 | +5.01% | +24.26% | 196,979.6 | Telecommunication Services | |
BTI | British American Tobacco PLC | 110,460 | 4,076.0 | 0% | 2.930 | 0% | 0.000 | +23.98% | +47.93% | 113,568.3 | Tobacco Products | |
VZ | Verizon Communications Inc | 66,584 | 4,019.0 | +7.68% | 2.890 | +0.21% | 0.000 | -0.02% | +10.99% | 178,094.6 | Telecommunication Services | |
VB | Vanguard Small Cap ETF | 25,900 | 3,985.8 | +4.19% | 2.860 | +0.11% | 0.010 | +20.95% | +2.23% | 61,496.6 | ||
MRK | Merck & Co Inc | 45,954 | 3,868.4 | +2.15% | 2.780 | +0.06% | 0.000 | +3.62% | -18.21% | 200,556.1 | Drug Manufacturers | |
VNQ | Vanguard Real Estate Index Fund ETF | 38,369 | 3,577.9 | +3.30% | 2.570 | +0.08% | 0.010 | +7.31% | +3.48% | 33,638.7 | ||
BOND | PIMCO Active Bond ETF | 32,030 | 3,488.1 | +9.65% | 2.510 | +0.22% | 0.080 | +3.02% | +3.92% | 5,632.5 | ||
IWR | iShares Russell Mid-Cap ETF | 58,525 | 3,274.5 | +4.62% | 2.350 | +0.10% | 0.010 | +19.98% | +6.98% | 43,101.4 | ||
PFE | Pfizer Inc | 83,883 | 3,013.9 | +3.55% | 2.170 | +0.07% | 0.000 | +13.12% | -4.47% | 139,092.5 | Drug Manufacturers |
Winthrop Partners - WNY, LLC's Historical Top Holdings Breakdowns
Winthrop Partners - WNY, LLC Total Holding History ($B)
Winthrop Partners - WNY, LLC's Asset Allocation
Winthrop Partners - WNY, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Winthrop Partners - WNY, LLC's Hypothetical Growth since 2019-09-30
Winthrop Partners - WNY, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Winthrop Partners - WNY, LLC's Holdings Heat Map
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Winthrop Partners - WNY, LLC's Holdings Bubble Chart
Winthrop Partners - WNY, LLC News
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