ParenteBeard Wealth Management, LLC 13F 持仓 · 最近申报 2014年Q4

ParenteBeard Wealth Management 在 2014年Q4（报告期截至 2014-12-31）的 SEC 13F 申报中报告了 102 只证券，申报市值合计 844.83 万美元。前几大持仓：VER（21.40%）、NYRT（11.33%）、KMI（8.70%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 21 只。

排名	代码	公司	市值	占组合	股数	变动
1	VER	American Realty Capital Properties, Inc.	$1.8M	21.40%	16,364	减持
2	NYRT	ARC NY Recovery REIT	$957,542	11.33%	10,140	减持
3	KMI	Kinder Morgan Inc.	$734,762	8.70%	31,088	增持
4	HCT	ARC Healthcare Trust Inc.	$727,809	8.61%	8,661	减持
5	CSQ	Calamos Strategic Total Return Fund	$533,826	6.32%	6,107	减持
6	AMLP	ALPS Alerian MLP ETF	$500,649	5.93%	8,771	减持
7	CUBI	Customers Bancorp, Inc.	$294,637	3.49%	5,734	减持
8	MO	Altria Group Inc.	$216,819	2.57%	10,683	减持
9	APU	AmeriGas Partners LP	$202,392	2.40%	9,699	减持
10	IBND	SPDR Barclays International Corp. Bond	$201,625	2.39%	6,930	新建仓
11	EPD	Enterprise Products Partners LP	$201,116	2.38%	7,264	减持
12	CHY	Calamos Convertible & High Income Fd	$200,017	2.37%	2,766	减持
13	MWE	MarkWest Energy Partners L.P.	$175,583	2.08%	11,797	减持
14	SDY	SPDR S&P Dividend ETF	$141,056	1.67%	11,115	减持
15	GSY	Guggenheim Enhanced Short Duration Bond	$108,523	1.28%	5,417	增持
16	PGX	PowerShares Preferred	$103,197	1.22%	1,517	减持
17	GE	General Electric Co.	$65,791	0.78%	1,663	减持
18	DCP	DCP Midstream Partners LP	$54,555	0.65%	2,478	减持
19	FMO	Fiduciary-Claymore MLP Oppty Fund	$51,177	0.61%	1,337	减持
20	T	AT&T, Inc.	$50,919	0.60%	1,710	减持
21	BKLN	PowerShares Senior Loan Port	$49,812	0.59%	1,197	新建仓
22	PG	Procter & Gamble Co.	$47,205	0.56%	4,300	减持
23	XRAY	Dentsply Intl Inc	$46,646	0.55%	2,485	减持
24	EEQ	Enbridge Energy Management LLC	$43,145	0.51%	1,674	减持
25	MPA	BlackRock MuniYield PA	$37,970	0.45%	544	减持

来源：SEC 13F 申报文件 · 截至 2014-12-31

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR