MID CONTINENT CAPITAL LLC/IL

data from 30/09/2015

Capitalization

$ 1.543 B -14.77 %

Average holding period

8 ans

Performance

$ 55.608 M 134 566.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MID CONTINENT CAPITAL LLC/IL

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2015/09/30 CVS CVS Health Corp 3.84% 59.203 M $ 613628 2013/06/30 -4.535 M $ -8.01 %
2015/09/30 AAPL Apple Inc 3.52% 54.358 M $ 492817 2013/06/30 -7.817 M $ -12.06 %
2015/09/30 MA Mastercard Inc 3.15% 48.627 M $ 539581 2013/06/30 -1.876 M $ -3.59 %
2015/09/30 ESRX Express Scripts Holding 2.83% 43.676 M $ 539479 2013/06/30 -4.405 M $ -8.97 %
2015/09/30 TMO Thermo Fisher Scientific 2.67% 41.152 M $ 336540 2012/12/31 -2.565 M $ -5.76 %
2015/09/30 DIS Walt Disney Co 2.55% 39.313 M $ 384664 2012/06/30 -3.655 M $ -10.46 %
2015/09/30 SBUX Starbucks Corp 2.48% 38.256 M $ 673060 2013/06/30 2.342 M $ 6.01 %
2015/09/30 JPM JPMorgan Chase 2.33% 35.900 M $ 588819 2013/06/30 -4.040 M $ -10.02 %
2015/09/30 COST Costco Whsl Corp 2.18% 33.604 M $ 232445 2013/06/30 2.198 M $ 7.04 %
2015/09/30 BLK Blackrock Inc Com 2.12% 32.696 M $ 109915 2013/06/30 -5.280 M $ -14.02 %
2015/09/30 KMI Kinder Morgan Inc 2.04% 31.503 M $ 1138118 2013/06/30 -12.931 M $ -27.90 %
2015/09/30 STWD Starwood Ppty Trust 2.02% 31.137 M $ 1517415 2013/06/30 -1.524 M $ -4.87 %
2015/09/30 GOOG Google Inc Cl C 1.96% 30.193 M $ 49625 2014/06/30 4.476 M $ 16.87 %
2015/09/30 Seaspan Corp Pfd C 9.5% 1.89% 29.149 M $ 1148965 2013/06/30 -531.778 K $ -1.78 %
2015/09/30 META Facebook Inc-A 1.87% 28.819 M $ 320565 2013/09/30 459.627 K $ 4.82 %
2015/09/30 AGN Allergan Plc 1.80% 27.714 M $ 101961 2015/06/30 -2.809 M $ -10.43 %
2015/09/30 NVS Novartis ADR 1.79% 27.654 M $ 300845 2013/06/30 -1.814 M $ -6.09 %
2015/09/30 MS Morgan Stanley 1.73% 26.670 M $ 846662 2013/12/31 -6.575 M $ -18.79 %
2015/09/30 GOOGL Google Inc Cl A 1.67% 25.730 M $ 40306 2013/03/31 4.037 M $ 18.22 %
2015/09/30 VTR Ventas Inc 1.67% 25.695 M $ 458340 2014/03/31 598.827 K $ 2.37 %
2015/09/30 ACN Accenture PLC Cl A 1.52% 23.509 M $ 239254 2013/06/30 343.491 K $ 1.53 %
2015/09/30 MET Metlife Inc 1.32% 20.357 M $ 431751 2013/06/30 -3.964 M $ -15.79 %
2015/09/30 MB Financial Ser A 8% 1.27% 19.584 M $ 735301 2014/09/30 -169.464 K $ -0.86 %
2015/09/30 MCK McKesson Inc 1.25% 19.316 M $ 104395 2015/03/31 -1.688 M $ -17.69 %
2015/09/30 Private Banc Pfd 7.125% 1.20% 18.562 M $ 695486 2012/12/31 111.473 K $ 0.60 %
2015/09/30 Royal Bank Scotland Pfd Ser T 1.20% 18.510 M $ 733660 2012/09/30 -101.488 K $ -0.55 %
2015/09/30 EEQ Enbridge Energy 1.08% 16.696 M $ 702074 2013/06/30 -6.628 M $ -27.94 %
2015/09/30 ILMN Illumina Inc 1.08% 16.598 M $ 94407 2014/06/30 -4.003 M $ -18.93 %
2015/09/30 RF-PB Regions Fin Pfd Ser B 6.375 1.07% 16.575 M $ 636765 2014/06/30 197.104 K $ 1.24 %
2015/09/30 Seaspan Corp Pfd D 7.95% 1.07% 16.458 M $ 715260 2013/06/30 -1.242 M $ -7.78 %
2015/09/30 HON Honeywell Intl Inc 1.04% 16.013 M $ 169110 2012/06/30 -1.257 M $ -7.01 %
2015/09/30 WFC Wells Fargo & Co 1.04% 15.979 M $ 311195 2012/06/30 -1.671 M $ -8.69 %
2015/09/30 TWX Time Warner 1.01% 15.565 M $ 226400 2013/06/30 -4.528 M $ -21.35 %
2015/09/30 C Citigroup Inc 0.98% 15.108 M $ 304545 2012/12/31 -1.212 M $ -10.19 %
2015/09/30 STT-PD State Street Pfd Ser D 5.90% 0.98% 15.089 M $ 581250 2014/12/31 166.126 K $ 1.13 %
2015/09/30 TGNA Tegna Inc 0.96% 14.777 M $ 659984 2015/06/30 -10.223 M $ -30.21 %
2015/09/30 HD Home Depot Inc 0.95% 14.676 M $ 127075 2013/06/30 540.007 K $ 3.92 %
2015/09/30 Northstar Realty Ser E 8.75% 0.95% 14.594 M $ 602275 2014/06/30 -584.643 K $ -3.89 %
2015/09/30 WDAY Workday Inc 0.93% 14.359 M $ 208526 2013/06/30 -1.720 M $ -9.86 %
2015/09/30 CHI Calamos Conv Opp Inc 0.91% 14.106 M $ 1426297 2013/06/30 -3.300 M $ -19.00 %
2015/09/30 M Macys Inc 0.81% 12.430 M $ 242200 2013/09/30 -4.446 M $ -23.94 %
2015/09/30 AES Tr Cvt Pfd Ser C 6.75% 0.78% 12.057 M $ 242999 2013/06/30 -310.327 K $ -2.42 %
2015/09/30 Comcast Cl A-Spec 0.78% 12.036 M $ 210274 2013/06/30 -582.265 K $ -4.50 %
2015/09/30 MAR Marriott Intl Inc 0.77% 11.947 M $ 175180 2015/03/31 -395.262 K $ -8.32 %
2015/09/30 UAA Under Armour Inc 0.69% 10.713 M $ 110695 2014/03/31 1.896 M $ 15.99 %
2015/09/30 OXY Occidental Pete Corp 0.68% 10.529 M $ 159177 2013/06/30 -3.504 M $ -14.94 %
2015/09/30 Hilton Hotels Corp 0.66% 10.136 M $ 441860 2015/03/31 -3.631 M $ -16.73 %
2015/09/30 C-PJ Citigrp Pfd Ser J 7.125% 0.64% 9.935 M $ 369070 2013/12/31 -146.708 K $ -1.64 %
2015/09/30 PEP Pepsico 0.62% 9.493 M $ 100665 2012/06/30 95.128 K $ 1.03 %
2015/09/30 TEL TE Connectivity Ltd 0.58% 8.931 M $ 149120 2015/03/31 -802.443 K $ -6.86 %
2015/09/30 Citigrp Pfd Ser N 7.875% 0.57% 8.851 M $ 344525 2014/03/31 -95.465 K $ -1.04 %
2015/09/30 SYK Stryker Corp 0.57% 8.828 M $ 93810 2013/06/30 -58.226 K $ -1.54 %
2015/09/30 JNJ Johnson & Johnson 0.51% 7.872 M $ 84322 2012/06/30 -349.477 K $ -4.22 %
2015/09/30 Aegon AEK Pfd 8% 0.49% 7.578 M $ 275450 2013/06/30 -47.123 K $ -0.61 %
2015/09/30 First Niagara Fin Pfd Ser B 8. 0.48% 7.466 M $ 281650 2013/06/30 -136.170 K $ -1.81 %
2015/09/30 Colony Pfd Ser A 8.5% 0.48% 7.351 M $ 287725 2013/06/30 -75.593 K $ -1.20 %
2015/09/30 MS-PI Morgan Stanley Pfd Ser I 6.375 0.47% 7.282 M $ 286245 2015/06/30 -1.686 K $ -0.08 %
2015/09/30 Guggenheim Spin-Off ETF 0.45% 6.965 M $ 182677 2013/06/30 -1.396 M $ -16.87 %
2015/09/30 Plains GP Holdings 0.42% 6.538 M $ 373600 2014/09/30 -3.170 M $ -32.27 %
2015/09/30 LaSalle Hotel Pptys Pfd Ser H 0.41% 6.403 M $ 253200 2012/03/31 -17.724 K $ -0.28 %
2015/09/30 Royal Bank Scotland Pfd Ser S 0.40% 6.132 M $ 245090 2012/03/31 19.447 K $ 0.32 %
2015/09/30 MFA Fin Pfd 8.0% 0.40% 6.101 M $ 239150 2013/06/30 -152.511 K $ -2.45 %
2015/09/30 WTFCM WinTrust Fin Ser D Pfd 6.5% 0.39% 6.072 M $ 238100 2015/06/30 172.125 K $ 3.45 %
2015/09/30 Zions Bancorp Pfd Ser F 7.90% 0.39% 6.060 M $ 224125 2012/06/30 -137.936 K $ -2.21 %
2015/09/30 HEDJ WisdomTree Europe Hedged Equit 0.37% 5.724 M $ 104750 2014/06/30 -1.581 M $ -11.27 %
2015/09/30 LBRDK Liberty Broadband-C 0.36% 5.610 M $ 109633 2014/12/31 1.196 K $ 0.02 %
2015/09/30 DHR Danaher Corp 0.36% 5.542 M $ 65044 2013/03/31 -24.016 K $ -0.43 %
2015/09/30 WETF WisdomTree Investments, Inc. 0.35% 5.372 M $ 333070 2015/03/31 -986.084 K $ -13.29 %
2015/09/30 MS-PE Morgan Stanley Pfd Ser E 7.125 0.35% 5.327 M $ 194075 2013/09/30 -99.987 K $ -1.79 %
2015/09/30 MDLZ Mondelez Int'l 0.34% 5.238 M $ 125110 2013/06/30 92.543 K $ 1.77 %
2015/09/30 FFC FFC Preferred Port 0.34% 5.182 M $ 276364 2013/06/30 25.307 K $ 0.48 %
2015/09/30 GE General Electric 0.33% 5.111 M $ 202660 2013/06/30 -312.267 K $ -3.16 %
2015/09/30 PYPL PayPal Holdings Inc 0.33% 5.085 M $ 163822 2015/09/30 0.000 $ 0.00 %
2015/09/30 GS-PJ Goldman Pfd Ser J 5.5% 0.33% 5.049 M $ 206275 2014/06/30 -6.940 K $ -0.16 %
2015/09/30 CHCT Community Healthcare Trust Inc 0.31% 4.738 M $ 297975 2015/06/30 -974.347 K $ -17.40 %
2015/09/30 PNC PNC Finl Services Grp 0.31% 4.715 M $ 52864 2012/06/30 -343.552 K $ -6.74 %
2015/09/30 Annaly Cap Mgmt Inc Pfd Ser A 0.26% 3.952 M $ 157400 2013/06/30 6.323 K $ 0.16 %
2015/09/30 BTZ Blackrock Credit Allocation In 0.25% 3.856 M $ 316826 2013/06/30 -159.163 K $ -3.95 %
2015/09/30 ITW Illinois Tool Works 0.25% 3.852 M $ 46801 2012/06/30 -444.858 K $ -10.33 %
2015/09/30 EPD Enterprise Prods LP 0.25% 3.789 M $ 152192 2012/03/31 -571.065 K $ -16.69 %
2015/09/30 EBAY Ebay Inc 0.24% 3.770 M $ 154270 2012/09/30 -662.252 K $ -3.59 %
2015/09/30 XOM Exxon Mobil Corp 0.24% 3.766 M $ 50654 2013/06/30 -462.226 K $ -10.64 %
2015/09/30 AAL American Airlines Group Inc. 0.24% 3.761 M $ 96875 2014/06/30 -115.245 K $ -2.78 %
2015/09/30 Private Banc Pfd 10% 0.24% 3.735 M $ 139116 2013/06/30 65.384 K $ 1.78 %
2015/09/30 COF Capital One Finl 0.24% 3.715 M $ 51225 2013/06/30 -794.902 K $ -17.56 %
2015/09/30 CCP Care Capital Properties, Inc. 0.23% 3.566 M $ 108299 2015/09/30 0.000 $ 0.00 %
2015/09/30 INTU Intuit 0.23% 3.541 M $ 39900 2013/06/30 -448.946 K $ -11.93 %
2015/09/30 DLR Digital Realty Trust 0.22% 3.449 M $ 52795 2014/06/30 -70.781 K $ -2.04 %
2015/09/30 ES Eversource Energy 0.22% 3.435 M $ 67850 2015/03/31 352.065 K $ 11.47 %
2015/09/30 INTC Intel Corp 0.20% 3.158 M $ 104791 2012/12/31 -33.199 K $ -0.92 %
2015/09/30 ABT Abbott Labs 0.20% 3.124 M $ 77668 2013/06/30 -790.914 K $ -18.05 %
2015/09/30 LMT Lockheed Martin 0.20% 3.110 M $ 15000 2012/06/30 345.771 K $ 11.52 %
2015/09/30 LBTYK Liberty Global PLC Cl C 0.20% 3.075 M $ 74960 2013/06/30 -582.504 K $ -6.20 %
2015/09/30 Citigrp Pfd Ser P 8.125% 0.20% 3.062 M $ 106900 2013/06/30 -6.371 K $ -0.21 %
2015/09/30 VOO Vanguard S&P 500 ETF 0.20% 3.022 M $ 17200 2015/03/31 -223.866 K $ -6.95 %
2015/09/30 PwrShr Buyback Achver 0.20% 3.014 M $ 68841 2013/06/30 -338.901 K $ -9.94 %
2015/09/30 DUK Duke Energy 0.17% 2.632 M $ 36591 2013/06/30 47.772 K $ 1.87 %
2015/09/30 C-PK Citigrp Pfd Ser K 6.875% 0.17% 2.625 M $ 98425 2014/06/30 537.000 $ 0.04 %
2015/09/30 SRCL Stericycle 0.17% 2.585 M $ 18559 2012/06/30 99.138 K $ 4.03 %
2015/09/30 NVO Novo Nordisk AS Adr 0.17% 2.557 M $ 47145 2012/06/30 -24.320 K $ -0.95 %