WHV Investments, Inc.

data from 31/03/2016

Capitalization

$ 186.699 M -91.76 %

Average holding period

19 ans

Performance

$ 3.065 B 190 088.33 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in WHV Investments, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/03/31 CNI CANADIAN NATL RY CO 6.18% 11.543 M $ 184836 2001/03/31 18.576 M $ 11.78 %
2016/03/31 CP CANADIAN PAC RY LTD 5.87% 10.954 M $ 82526 2005/09/30 6.555 M $ 4.00 %
2016/03/31 SLB SCHLUMBERGER LTD 4.82% 9.004 M $ 122027 2000/09/30 9.108 M $ 5.73 %
2016/03/31 UN UNILEVER N V 4.78% 8.922 M $ 199550 2007/03/31 2.875 M $ 3.14 %
2016/03/31 BHP BHP BILLITON LTD 3.97% 7.406 M $ 285816 2002/03/31 166.129 K $ 0.57 %
2016/03/31 IR INGERSOLL-RAND PLC 3.72% 6.948 M $ 112077 2009/09/30 0.000 $ 0.00 %
2016/03/31 LYB LYONDELLBASELL INDUSTRIES N 3.37% 6.284 M $ 73403 2015/12/31 -476.766 K $ -1.52 %
2016/03/31 BTI BRITISH AMERN TOB PLC 3.35% 6.256 M $ 53512 2005/03/31 5.234 M $ 5.85 %
2016/03/31 ETN EATON CORP PLC 3.33% 6.210 M $ 99198 2012/12/31 19.413 M $ 20.21 %
2016/03/31 AGRIUM INC 3.21% 5.990 M $ 67811 2005/06/30 -71.371 K $ -1.13 %
2016/03/31 SU SUNCOR ENERGY INC NEW 3.03% 5.655 M $ 203577 2009/09/30 8.205 M $ 7.79 %
2016/03/31 RIO RIO TINTO PLC 2.86% 5.337 M $ 188830 2001/12/31 -2.662 M $ -2.92 %
2016/03/31 TS TENARIS S A 2.84% 5.293 M $ 213812 2002/12/31 4.092 M $ 4.03 %
2016/03/31 NABORS INDUSTRIES LTD 2.64% 4.928 M $ 535987 2002/06/30 6.864 M $ 7.99 %
2016/03/31 NICE NICE SYS LTD 2.56% 4.777 M $ 73739 2016/03/31 0.000 $ 0.00 %
2016/03/31 WEATHERFORD INTL PLC 2.48% 4.621 M $ 594279 2014/06/30 -7.840 M $ -7.27 %
2016/03/31 BP BP PLC 2.29% 4.273 M $ 141585 2016/03/31 0.000 $ 0.00 %
2016/03/31 DEO DIAGEO P L C 2.29% 4.268 M $ 39594 2001/12/31 -994.078 K $ -1.10 %
2016/03/31 NVO NOVO-NORDISK A S 2.29% 4.267 M $ 78727 2013/06/30 -18.010 K $ -6.67 %
2016/03/31 CNQ CANADIAN NAT RES LTD 2.27% 4.235 M $ 156737 2004/12/31 15.828 M $ 23.85 %
2016/03/31 POTASH CORP SASK INC 1.99% 3.724 M $ 218971 2002/09/30 -393.949 K $ -0.64 %
2016/03/31 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.89% 3.529 M $ 134708 2016/03/31 0.000 $ 0.00 %
2016/03/31 CLB CORE LABORATORIES N V 1.83% 3.409 M $ 30329 2000/09/30 1.940 M $ 3.38 %
2016/03/31 AMX AMERICA MOVIL SAB DE CV 1.82% 3.397 M $ 218640 2016/03/31 0.000 $ 0.00 %
2016/03/31 IX ORIX CORP 1.78% 3.329 M $ 46631 2016/03/31 0.000 $ 0.00 %
2016/03/31 NVS NOVARTIS A G 1.64% 3.057 M $ 42215 2000/09/30 -14.136 M $ -14.76 %
2016/03/31 BAM BROOKFIELD ASSET MGMT INC 1.61% 3.007 M $ 86396 2005/12/31 0.000 $ 0.00 %
2016/03/31 TLK P T TELEKOMUNIKASI INDONESIA 1.59% 2.964 M $ 58270 2016/03/31 0.000 $ 0.00 %
2016/03/31 NTES NETEASE INC 1.56% 2.915 M $ 20286 2016/03/31 0.000 $ 0.00 %
2016/03/31 ARCELORMITTAL SA LUXEMBOURG 1.54% 2.868 M $ 626200 2016/03/31 0.000 $ 0.00 %
2016/03/31 NOBLE CORP PLC 1.30% 2.418 M $ 233647 2013/12/31 -1.056 M $ -1.90 %
2016/03/31 ALLE ALLEGION PUB LTD CO 1.25% 2.327 M $ 36520 2013/12/31 -1.533 M $ -3.35 %
2016/03/31 ROYAL DUTCH SHELL PLC 1.09% 2.042 M $ 42154 2016/03/31 0.000 $ 0.00 %
2016/03/31 CBI CHICAGO BRIDGE & IRON CO N V 0.88% 1.652 M $ 45240 2015/12/31 -1.938 M $ -6.15 %
2016/03/31 GOOGL ALPHABET INC 0.88% 1.643 M $ 2153 2016/03/31 0.000 $ 0.00 %
2016/03/31 ING ING GROEP N V 0.88% 1.643 M $ 137704 2016/03/31 0.000 $ 0.00 %
2016/03/31 GPN GLOBAL PMTS INC 0.87% 1.633 M $ 25003 2016/03/31 0.000 $ 0.00 %
2016/03/31 PRICELINE GRP INC 0.87% 1.623 M $ 1259 2016/03/31 0.000 $ 0.00 %
2016/03/31 SHPG SHIRE PLC 0.86% 1.597 M $ 9290 2016/03/31 0.000 $ 0.00 %
2016/03/31 GILD GILEAD SCIENCES INC 0.83% 1.543 M $ 16798 2016/03/31 0.000 $ 0.00 %
2016/03/31 UBS UBS GROUP AG 0.79% 1.474 M $ 91799 2014/12/31 -5.614 M $ -17.30 %
2016/03/31 VALE VALE S A 0.75% 1.407 M $ 334567 2009/06/30 4.437 M $ 27.96 %
2016/03/31 ENSCO PLC 0.67% 1.260 M $ 121372 2012/06/30 -10.276 M $ -32.55 %
2016/03/31 TTM TATA MTRS LTD 0.64% 1.204 M $ 41455 2016/03/31 0.000 $ 0.00 %
2016/03/31 BG BUNGE LIMITED 0.59% 1.108 M $ 19563 2008/12/31 -1.686 M $ -17.00 %
2016/03/31 SYNGENTA AG 0.57% 1.055 M $ 12774 2000/12/31 602.576 K $ 4.88 %
2016/03/31 TECK TECK RESOURCES LTD 0.44% 826.000 K $ 108484 2004/12/31 6.830 M $ 97.08 %
2016/03/31 MFC MANULIFE FINL CORP 0.37% 683.000 K $ 48395 2005/12/31 -1.119 M $ -5.68 %
2016/03/31 FCX FREEPORT-MCMORAN INC 0.07% 138.000 K $ 13185 2005/12/31 281.083 K $ 52.74 %
2016/03/31 PDS PRECISION DRILLING CORP 0.03% 53.000 K $ 12330 2010/06/30 30.614 K $ 6.63 %
2016/03/31 UL UNILEVER PLC 0.00% 0.000 $ 0 2007/09/30 0.000 $ 0.00 %
2016/03/31 PTEN PATTERSON UTI ENERGY INC 0.00% 0.000 $ 0 2001/06/30 0.000 $ 0.00 %
2016/03/31 OFG OFG BANCORP 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2016/03/31 GTLS CHART INDS INC 0.00% 0.000 $ 0 2007/06/30 0.000 $ 0.00 %
2016/03/31 KTOS KRATOS DEFENSE & SEC SOLUTIO 0.00% 0.000 $ 0 2015/06/30 0.000 $ 0.00 %
2016/03/31 EPAY BOTTOMLINE TECH DEL INC 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2016/03/31 EFA ISHARES TR 0.00% 0.000 $ 0 2003/09/30 0.000 $ 0.00 %
2016/03/31 OSIS OSI SYSTEMS INC 0.00% 0.000 $ 0 2011/06/30 0.000 $ 0.00 %
2016/03/31 PARTNERRE LTD 0.00% 0.000 $ 0 2005/03/31 0.000 $ 0.00 %
2016/03/31 CLNY COLONY CAP INC 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2016/03/31 MR ECLIPSE RES CORP 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2016/03/31 ARAY ACCURAY INC 0.00% 0.000 $ 0 2011/09/30 0.000 $ 0.00 %
2016/03/31 BIOS BIOSCRIP INC 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2016/03/31 PLCE CHILDRENS PL INC 0.00% 0.000 $ 0 2010/12/31 0.000 $ 0.00 %
2016/03/31 DIN DINEEQUITY INC 0.00% 0.000 $ 0 2012/06/30 0.000 $ 0.00 %
2016/03/31 ENCANA CORP 0.00% 0.000 $ 0 2002/06/30 0.000 $ 0.00 %
2016/03/31 BGC GENERAL CABLE CORP DEL NEW 0.00% 0.000 $ 0 2011/09/30 0.000 $ 0.00 %
2016/03/31 HXL HEXCEL CORP NEW 0.00% 0.000 $ 0 2009/06/30 0.000 $ 0.00 %
2016/03/31 IWM ISHARES TR 0.00% 0.000 $ 0 2015/12/31 0.000 $ 0.00 %
2016/03/31 NGHC NATIONAL GEN HLDGS CORP 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/03/31 PRAA PRA GROUP INC 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2016/03/31 CVE CENOVUS ENERGY INC 0.00% 0.000 $ 0 2009/12/31 0.000 $ 0.00 %
2016/03/31 RDEN ELIZABETH ARDEN INC 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2016/03/31 FIRST CASH FINL SVCS INC 0.00% 0.000 $ 0 2010/03/31 0.000 $ 0.00 %
2016/03/31 RUBICON PROJ INC 0.00% 0.000 $ 0 2014/09/30 0.000 $ 0.00 %
2016/03/31 VERIFONE SYS INC 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2016/03/31 ABCB AMERIS BANCORP 0.00% 0.000 $ 0 2015/06/30 0.000 $ 0.00 %
2016/03/31 CVLG COVENANT TRANSN GROUP INC 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/03/31 FUEL ROCKET FUEL INC 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/03/31 DLX DELUXE CORP 0.00% 0.000 $ 0 2008/09/30 0.000 $ 0.00 %
2016/03/31 DY DYCOM INDS INC 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2016/03/31 KOPN KOPIN CORP 0.00% 0.000 $ 0 2004/06/30 0.000 $ 0.00 %
2016/03/31 MDCA MDC PARTNERS INC 0.00% 0.000 $ 0 2015/06/30 0.000 $ 0.00 %
2016/03/31 MAXWELL TECHNOLOGIES INC 0.00% 0.000 $ 0 2015/06/30 0.000 $ 0.00 %
2016/03/31 NOV NATIONAL OILWELL VARCO INC 0.00% 0.000 $ 0 2000/09/30 0.000 $ 0.00 %
2016/03/31 OFFICE DEPOT INC 0.00% 0.000 $ 0 2011/06/30 0.000 $ 0.00 %
2016/03/31 VEA VANGUARD TAX MANAGED INTL FD 0.00% 0.000 $ 0 2015/12/31 0.000 $ 0.00 %
2016/03/31 MARKET VECTORS ETF TR 0.00% 0.000 $ 0 2015/12/31 0.000 $ 0.00 %
2016/03/31 SALE RETAILMENOT INC 0.00% 0.000 $ 0 2015/06/30 0.000 $ 0.00 %
2016/03/31 BHLB BERKSHIRE HILLS BANCORP INC 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2016/03/31 CARDTRONICS INC 0.00% 0.000 $ 0 2010/03/31 0.000 $ 0.00 %
2016/03/31 DSW INC 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2016/03/31 FAF FIRST AMERN FINL CORP 0.00% 0.000 $ 0 2013/03/31 0.000 $ 0.00 %
2016/03/31 J G WENTWORTH CO 0.00% 0.000 $ 0 2014/09/30 0.000 $ 0.00 %
2016/03/31 INWK INNERWORKINGS INC 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2016/03/31 SHUTTERFLY INC 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %
2016/03/31 SSNI SILVER SPRING NETWORKS INC 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2016/03/31 VG VONAGE HLDGS CORP 0.00% 0.000 $ 0 2015/03/31 0.000 $ 0.00 %
2016/03/31 WD WALKER & DUNLOP INC 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %
2016/03/31 HNGR HANGER INC 0.00% 0.000 $ 0 2015/06/30 0.000 $ 0.00 %