ZWEIG ADVISERS LLC

data from 30/06/2016

Capitalization

$ 586.017 M -1.97 %

Average holding period

6 ans

Performance

$ 235.125 M 32 152.75 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ZWEIG ADVISERS LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/06/30 WRK WESTROCK CO 2.08% 12.186 M $ 284000 2016/06/30 0.000 $ 0.00 %
2016/06/30 VZ VERIZON COMMUNICATIONS INC 2.01% 11.802 M $ 213000 2012/09/30 512.160 K $ 3.25 %
2016/06/30 PRU PRUDENTIAL FINL INC 2.00% 11.745 M $ 156000 2015/06/30 -127.599 K $ -1.22 %
2016/06/30 QCOM QUALCOMM INC 1.95% 11.452 M $ 183000 2012/09/30 617.219 K $ 4.75 %
2016/06/30 CSCO CISCO SYS INC 1.93% 11.296 M $ 370000 2015/12/31 103.620 K $ 0.77 %
2016/06/30 ETN EATON CORP PLC 1.92% 11.224 M $ 177000 2016/06/30 0.000 $ 0.00 %
2016/06/30 EMR EMERSON ELEC CO 1.88% 11.012 M $ 197000 2016/03/31 -590.520 K $ -4.08 %
2016/06/30 TGT TARGET CORP 1.88% 10.998 M $ 146000 2015/09/30 0.000 $ 0.00 %
2016/06/30 BA BOEING CO 1.87% 10.960 M $ 82000 2015/09/30 246.120 K $ 2.31 %
2016/06/30 VIAB VIACOM INC NEW 1.87% 10.958 M $ 241000 2016/06/30 0.000 $ 0.00 %
2016/06/30 ADI ANALOG DEVICES INC 1.86% 10.915 M $ 171000 2015/12/31 -538.049 K $ -4.31 %
2016/06/30 WFC WELLS FARGO & CO NEW 1.78% 10.457 M $ 218000 2015/06/30 -238.960 K $ -2.13 %
2016/06/30 JPM JPMORGAN CHASE & CO 1.76% 10.299 M $ 161000 2012/09/30 508.080 K $ 4.93 %
2016/06/30 ADM ARCHER DANIELS MIDLAND CO 1.69% 9.918 M $ 220000 2014/06/30 2.112 M $ 18.12 %
2016/06/30 UPS UNITED PARCEL SERVICE INC 1.66% 9.729 M $ 90000 2015/09/30 234.000 K $ 2.13 %
2016/06/30 MCD MCDONALDS CORP 1.65% 9.647 M $ 82000 2015/09/30 -539.340 K $ -4.25 %
2016/06/30 WMT WAL-MART STORES INC 1.61% 9.413 M $ 129000 2016/03/31 688.560 K $ 6.61 %
2016/06/30 PEP PEPSICO INC 1.58% 9.258 M $ 85000 2012/09/30 439.419 K $ 3.38 %
2016/06/30 AAPL APPLE INC 1.56% 9.170 M $ 88000 2012/03/31 -1.327 M $ -12.29 %
2016/06/30 BLK BLACKROCK INC 1.55% 9.083 M $ 24800 2012/12/31 62.719 K $ 0.58 %
2016/06/30 ABT ABBOTT LABS 1.52% 8.905 M $ 199000 2012/03/31 -627.479 K $ -6.02 %
2016/06/30 PAYX PAYCHEX INC 1.52% 8.892 M $ 150000 2015/12/31 1.356 M $ 10.17 %
2016/06/30 JNJ JOHNSON & JOHNSON 1.52% 8.891 M $ 71000 2016/03/31 1.271 M $ 12.11 %
2016/06/30 MSFT MICROSOFT CORP 1.50% 8.785 M $ 155000 2016/03/31 -803.879 K $ -7.35 %
2016/06/30 CSX CSX CORP 1.48% 8.697 M $ 307000 2016/06/30 0.000 $ 0.00 %
2016/06/30 GD GENERAL DYNAMICS CORP 1.40% 8.226 M $ 56000 2016/03/31 629.600 K $ 5.99 %
2016/06/30 TWX TIME WARNER INC 1.37% 8.048 M $ 105000 2015/09/30 153.450 K $ 1.36 %
2016/06/30 UNH UNITEDHEALTH GROUP INC 1.37% 8.019 M $ 56000 2012/09/30 1.082 M $ 9.54 %
2016/06/30 HD HOME DEPOT INC 1.37% 8.018 M $ 58000 2015/12/31 -505.120 K $ -4.30 %
2016/06/30 CLX CLOROX CO DEL 1.34% 7.864 M $ 60000 2016/06/30 0.000 $ 0.00 %
2016/06/30 FLR FLUOR CORP NEW 1.30% 7.600 M $ 142000 2016/06/30 0.000 $ 0.00 %
2016/06/30 0HVP.L CENTURYLINK INC 1.29% 7.577 M $ 241000 2016/06/30 0.000 $ 0.00 %
2016/06/30 IP INTL PAPER CO 1.27% 7.467 M $ 163000 2016/06/30 0.000 $ 0.00 %
2016/06/30 BDX BECTON DICKINSON & CO 1.26% 7.392 M $ 42000 2015/03/31 1.385 M $ 11.69 %
2016/06/30 CMI CUMMINS INC 1.26% 7.366 M $ 60000 2016/06/30 0.000 $ 0.00 %
2016/06/30 PFE PFIZER INC 1.25% 7.341 M $ 199000 2014/03/31 500.860 K $ 18.77 %
2016/06/30 HST HOST HOTELS & RESORTS INC 1.25% 7.327 M $ 413000 2016/06/30 0.000 $ 0.00 %
2016/06/30 GILD GILEAD SCIENCES INC 1.25% 7.311 M $ 92000 2015/03/31 -877.759 K $ -9.19 %
2016/06/30 GSK GLAXOSMITHKLINE PLC 1.25% 7.301 M $ 162000 2013/12/31 160.704 K $ 5.50 %
2016/06/30 PG PROCTER & GAMBLE CO 1.24% 7.275 M $ 85000 2015/12/31 94.399 K $ 2.87 %
2016/06/30 MA MASTERCARD INC 1.24% 7.238 M $ 76000 2012/09/30 -714.839 K $ -6.81 %
2016/06/30 SO SOUTHERN CO 1.22% 7.169 M $ 134000 2015/03/31 129.200 K $ 3.67 %
2016/06/30 T AT&T INC 1.22% 7.143 M $ 165000 2012/03/31 367.753 K $ 10.32 %
2016/06/30 GE GENERAL ELECTRIC CO 1.22% 7.131 M $ 229000 2013/06/30 -19.432 K $ -0.61 %
2016/06/30 BNS BANK N S HALIFAX 1.21% 7.108 M $ 140000 2016/06/30 0.000 $ 0.00 %
2016/06/30 DUK DUKE ENERGY CORP NEW 1.21% 7.104 M $ 83000 2015/12/31 224.839 K $ 6.33 %
2016/06/30 AES AES CORP 1.21% 7.101 M $ 575000 2016/06/30 0.000 $ 0.00 %
2016/06/30 DOW DOW CHEM CO 1.21% 7.084 M $ 132000 2015/12/31 0.000 $ 0.00 %
2016/06/30 FIVE FIVE BELOW INC 1.20% 7.039 M $ 138000 2015/12/31 1.288 M $ 12.26 %
2016/06/30 AA ALCOA INC 1.19% 6.977 M $ 657000 2015/12/31 -354.515 K $ -3.04 %
2016/06/30 CVX CHEVRON CORP NEW 1.19% 6.969 M $ 68000 2015/12/31 301.759 K $ 9.88 %
2016/06/30 GOOG ALPHABET INC 1.18% 6.919 M $ 9000 2015/12/31 -712.107 K $ -7.11 %
2016/06/30 MO ALTRIA GROUP INC 1.18% 6.905 M $ 102000 2012/03/31 327.599 K $ 10.06 %
2016/06/30 MHK MOHAWK INDS INC 1.18% 6.895 M $ 33000 2015/06/30 -55.860 K $ -0.60 %
2016/06/30 GDX VANECK VECTORS ETF TR 1.17% 6.852 M $ 224000 2016/06/30 0.000 $ 0.00 %
2016/06/30 RY ROYAL BK CDA MONTREAL QUE 1.17% 6.828 M $ 112000 2013/12/31 79.560 K $ 2.66 %
2016/06/30 META FACEBOOK INC 1.16% 6.817 M $ 55000 2014/12/31 13.860 K $ 0.16 %
2016/06/30 HCA HCA HOLDINGS INC 1.15% 6.710 M $ 87000 2014/09/30 -134.159 K $ -1.33 %
2016/06/30 BABA ALIBABA GROUP HLDG LTD 1.14% 6.681 M $ 81000 2015/12/31 58.500 K $ 0.63 %
2016/06/30 POTASH CORP SASK INC 1.12% 6.583 M $ 422000 2016/06/30 0.000 $ 0.00 %
2016/06/30 KO COCA COLA CO 1.12% 6.545 M $ 150000 2016/06/30 0.000 $ 0.00 %
2016/06/30 CRM SALESFORCE COM INC 1.10% 6.462 M $ 79000 2015/12/31 680.759 K $ 7.56 %
2016/06/30 LUV SOUTHWEST AIRLS CO 1.08% 6.329 M $ 171000 2014/12/31 -1.202 M $ -12.48 %
2016/06/30 SLB SCHLUMBERGER LTD 0.99% 5.797 M $ 72000 2012/12/31 548.989 K $ 7.23 %
2016/06/30 PPC PILGRIMS PRIDE CORP NEW 0.97% 5.673 M $ 244000 2016/06/30 0.000 $ 0.00 %
2016/06/30 TTE TOTAL S A 0.95% 5.580 M $ 116000 2012/09/30 160.799 K $ 5.90 %
2016/06/30 DHR DANAHER CORP DEL 0.93% 5.456 M $ 67000 2015/12/31 637.506 K $ 6.46 %
2016/06/30 HOG HARLEY DAVIDSON INC 0.89% 5.186 M $ 98000 2016/06/30 0.000 $ 0.00 %
2016/06/30 COLUMBIA PIPELINE PARTNERS L 0.88% 5.165 M $ 345000 2015/12/31 136.900 K $ 2.53 %
2016/06/30 HP HELMERICH & PAYNE INC 0.88% 5.144 M $ 83000 2016/06/30 0.000 $ 0.00 %
2016/06/30 TDF TEMPLETON DRAGON FD INC 0.74% 4.365 M $ 241000 2012/09/30 54.599 K $ 1.23 %
2016/06/30 OMC OMNICOM GROUP INC 0.73% 4.279 M $ 52000 2016/06/30 0.000 $ 0.00 %
2016/06/30 DVN DEVON ENERGY CORP NEW 0.67% 3.905 M $ 102000 2016/06/30 0.000 $ 0.00 %
2016/06/30 GWW GRAINGER W W INC 0.63% 3.677 M $ 16800 2016/03/31 -313.944 K $ -2.65 %
2016/06/30 NFX NEWFIELD EXPL CO 0.58% 3.377 M $ 78000 2016/06/30 0.000 $ 0.00 %
2016/06/30 GT GOODYEAR TIRE & RUBR CO 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/06/30 GS GOLDMAN SACHS GROUP INC 0.00% 0.000 $ 0 2012/03/31 0.000 $ 0.00 %
2016/06/30 CAJ CANON INC 0.00% 0.000 $ 0 2015/03/31 0.000 $ 0.00 %
2016/06/30 UBS UBS GROUP AG 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/06/30 PGR PROGRESSIVE CORP OHIO 0.00% 0.000 $ 0 2015/06/30 0.000 $ 0.00 %
2016/06/30 KR KROGER CO 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2016/06/30 MARKET VECTORS ETF TR 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %
2016/06/30 XLNX XILINX INC 0.00% 0.000 $ 0 2015/12/31 0.000 $ 0.00 %
2016/06/30 GM GENERAL MTRS CO 0.00% 0.000 $ 0 2015/03/31 0.000 $ 0.00 %
2016/06/30 ALK ALASKA AIR GROUP INC 0.00% 0.000 $ 0 2012/03/31 0.000 $ 0.00 %
2016/06/30 TARGET CORP 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2016/06/30 VOD VODAFONE GROUP PLC NEW 0.00% 0.000 $ 0 2015/12/31 0.000 $ 0.00 %
2016/06/30 LNC LINCOLN NATL CORP IND 0.00% 0.000 $ 0 2012/09/30 0.000 $ 0.00 %
2016/06/30 BIIB BIOGEN INC 0.00% 0.000 $ 0 2012/03/31 0.000 $ 0.00 %