ParenteBeard Wealth Management, LLC

Q4 2014 13F Holdings

  • Location
    york, PA
  • Num holdings

    102

  • Value ($000)

    $8,448,331

  • Date Filed
    01/28/2015
  • Form type
    13F-HR
  • CIK
    0001515072
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2014 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

American Realty Capital Properties, Inc.

COM
02917T104
$1.81 B
21 %

16,364

---

ARC NY Recovery REIT

CALL
64976L109
$957.54 M
11 %

10,140

KMI
KMI

Kinder Morgan Inc.

COM
49456B101
$734.76 M
9 %

31,088

HCT
HCT

ARC Healthcare Trust Inc.

COM
02917R108
$727.81 M
9 %

8,661

CSQ
CSQ

Calamos Strategic Total Return Fund

COM SH BEN INT
128125101
$533.83 M
6 %

6,107

AMLP
AMLP

ALPS Alerian MLP ETF

ALERIAN MLP
00162Q866
$500.65 M
6 %

8,771

CUBI
CUBI

Customers Bancorp, Inc.

COM
23204G100
$294.64 M
4 %

5,734

MO
MO

Altria Group Inc.

COM
02209S103
$216.82 M
3 %

10,683

APU
APU

AmeriGas Partners LP

UNIT L P INT
030975106
$202.39 M
2 %

9,699

IBND
IBND

SPDR Barclays International Corp. Bond

BRCLY INTL CRP
78464A151
$201.63 M
2 %

6,930

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