Wood Investment Counsel LLC

data from 30/09/2014

Capitalization

$ 668.620 M -0.52 %

Average holding period

5 ans

Performance

$ 177.855 M 31.32 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Wood Investment Counsel LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 CELG CELGENE CORP 17.22% 115.106 M $ 1214456 2013/06/30 10.823 M $ 10.36 %
2014/09/30 BAC BANK AMER CORP 4.56% 30.475 M $ 1787404 2013/06/30 3.006 M $ 10.93 %
2014/09/30 MA MASTERCARD INC 4.48% 29.943 M $ 405070 2013/06/30 183.980 K $ 0.61 %
2014/09/30 PSX PHILLIPS 66 3.97% 26.543 M $ 326439 2013/06/30 289.472 K $ 1.09 %
2014/09/30 CBRE CBRE GROUP INC 3.74% 25.009 M $ 840933 2013/09/30 -1.937 M $ -7.18 %
2014/09/30 AIG AMERICAN INTL GROUP INC 3.44% 23.003 M $ 425818 2013/06/30 -243.985 K $ -1.03 %
2014/09/30 CLR CONTINENTAL RESOURCES INC 3.39% 22.642 M $ 340588 2013/06/30 -4.307 M $ -15.87 %
2014/09/30 TEVA TEVA PHARMACEUTICAL INDS LTD 3.27% 21.844 M $ 406400 2014/06/30 540.345 K $ 2.54 %
2014/09/30 HOT STARWOOD HOTELS&RESORTS WRLD 3.13% 20.897 M $ 251135 2013/06/30 601.383 K $ 2.96 %
2014/09/30 GM GENERAL MTRS CO 2.96% 19.809 M $ 620201 2014/03/31 -2.709 M $ -12.01 %
2014/09/30 QUIDEL CORP 2.95% 19.707 M $ 733418 2013/06/30 3.494 M $ 21.53 %
2014/09/30 LOW LOWES COS INC 2.92% 19.537 M $ 369172 2013/06/30 1.825 M $ 10.27 %
2014/09/30 PXD PIONEER NAT RES CO 2.81% 18.800 M $ 95448 2013/12/31 -3.139 M $ -14.29 %
2014/09/30 MARKWEST ENERGY PARTNERS L P 2.75% 18.410 M $ 239648 2013/06/30 1.259 M $ 7.32 %
2014/09/30 ADI ANALOG DEVICES INC 2.72% 18.210 M $ 367951 2013/06/30 -1.965 M $ -8.47 %
2014/09/30 C CITIGROUP INC 2.62% 17.504 M $ 337775 2014/03/31 1.597 M $ 10.02 %
2014/09/30 CTRA CABOT OIL & GAS CORP 2.61% 17.453 M $ 533908 2013/06/30 -775.428 K $ -4.25 %
2014/09/30 EQT EQT CORP 2.57% 17.163 M $ 187488 2013/06/30 -2.896 M $ -14.37 %
2014/09/30 CMI CUMMINS INC 2.49% 16.639 M $ 126071 2013/06/30 -2.832 M $ -14.46 %
2014/09/30 AMRI ALBANY MOLECULAR RESH INC 2.42% 16.185 M $ 733328 2014/09/30 0.000 $ 0.00 %
2014/09/30 ORCL ORACLE CORP 2.40% 16.069 M $ 419764 2014/03/31 -946.460 K $ -5.55 %
2014/09/30 DD DU PONT E I DE NEMOURS & CO 2.32% 15.518 M $ 216246 2013/06/30 218.676 K $ 1.49 %
2014/09/30 EMR EMERSON ELEC CO 1.83% 12.256 M $ 195842 2013/06/30 -790.258 K $ -5.70 %
2014/09/30 HARMAN INTL INDS INC 1.82% 12.138 M $ 123803 2013/06/30 -1.288 M $ -8.74 %
2014/09/30 ET ENERGY TRANSFER EQUITY L P 1.74% 11.637 M $ 188640 2013/06/30 520.646 K $ 4.68 %
2014/09/30 CAT CATERPILLAR INC DEL 1.71% 11.421 M $ 115332 2013/06/30 -1.166 M $ -8.87 %
2014/09/30 EPD ENTERPRISE PRODS PARTNERS L 1.50% 10.019 M $ 248608 2013/06/30 289.178 K $ 2.94 %
2014/09/30 WFC WELLS FARGO & CO NEW 1.18% 7.907 M $ 152439 2013/06/30 -105.286 K $ -1.31 %
2014/09/30 PAA PLAINS ALL AMERN PIPELINE L 1.11% 7.406 M $ 125832 2013/06/30 -149.740 K $ -1.98 %
2014/09/30 AXDX ACCELERATE DIAGNOSTICS INC 0.89% 5.940 M $ 276549 2013/06/30 -12.500 M $ -173.85 %
2014/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.74% 4.942 M $ 35772 2013/06/30 422.345 K $ 9.15 %
2014/09/30 IDXX IDEXX LABS INC 0.30% 2.000 M $ 16975 2013/06/30 -272.553 K $ -11.79 %
2014/09/30 XOM EXXON MOBIL CORP 0.28% 1.861 M $ 19792 2013/06/30 -132.367 K $ -6.59 %
2014/09/30 CPG CRESCENT PT ENERGY CORP 0.26% 1.769 M $ 49000 2014/03/31 -402.290 K $ -18.53 %
2014/09/30 TEEKAY OFFSHORE PARTNERS L P 0.26% 1.736 M $ 51664 2013/06/30 -129.160 K $ -6.93 %
2014/09/30 USB US BANCORP DEL 0.25% 1.703 M $ 40721 2013/06/30 -60.674 K $ -3.44 %
2014/09/30 ARM ARM HLDGS PLC 0.25% 1.692 M $ 38732 2013/06/30 0.000 $ 0.00 %
2014/09/30 MMP MAGELLAN MIDSTREAM PRTNRS LP 0.25% 1.684 M $ 20000 2013/06/30 2.800 K $ 0.17 %
2014/09/30 KINDER MORGAN ENERGY PARTNER 0.25% 1.644 M $ 17626 2013/06/30 194.943 K $ 13.45 %
2014/09/30 OHI OMEGA HEALTHCARE INVS INC 0.23% 1.518 M $ 44400 2013/06/30 -118.548 K $ -7.24 %
2014/09/30 ARLP ALLIANCE RES PARTNER L P 0.22% 1.476 M $ 34450 2013/06/30 -131.254 K $ -8.17 %
2014/09/30 ANADARKO PETE CORP 0.22% 1.442 M $ 14215 2013/06/30 -115.293 K $ -7.34 %
2014/09/30 GOOG GOOGLE INC 0.19% 1.285 M $ 2225 2014/06/30 4.410 K $ 0.35 %
2014/09/30 GOOGL GOOGLE INC 0.17% 1.127 M $ 1915 2013/06/30 7.364 K $ 0.65 %
2014/09/30 TRANSMONTAIGNE PARTNERS L P 0.17% 1.112 M $ 26964 2013/06/30 -67.949 K $ -5.76 %
2014/09/30 PFE PFIZER INC 0.14% 960.000 K $ 32462 2013/06/30 -3.749 K $ -0.39 %
2014/09/30 ETN EATON CORP PLC 0.13% 855.000 K $ 13495 2014/06/30 -180.358 K $ -17.89 %
2014/09/30 NSC NORFOLK SOUTHERN CORP 0.13% 851.000 K $ 7628 2013/06/30 64.274 K $ 8.32 %
2014/09/30 CSL CARLISLE COS INC 0.12% 831.000 K $ 10344 2013/06/30 -64.546 K $ -7.20 %
2014/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.10% 700.000 K $ 3687 2013/06/30 30.982 K $ 4.72 %
2014/09/30 NSH NUSTAR GP HOLDINGS LLC 0.10% 696.000 K $ 16000 2013/06/30 0.000 $ 0.00 %
2014/09/30 XEC CIMAREX ENERGY CO 0.10% 683.000 K $ 5400 2013/06/30 -91.422 K $ -11.80 %
2014/09/30 CVX CHEVRON CORP NEW 0.09% 568.000 K $ 4763 2013/06/30 -57.239 K $ -8.61 %
2014/09/30 CP CANADIAN PAC RY LTD 0.07% 477.000 K $ 2300 2013/06/30 1.704 M $ 14.52 %
2014/09/30 ADM ARCHER DANIELS MIDLAND CO 0.07% 477.000 K $ 9330 2014/09/30 0.000 $ 0.00 %
2014/09/30 JPM JPMORGAN CHASE & CO 0.07% 460.000 K $ 7636 2014/09/30 0.000 $ 0.00 %
2014/09/30 SRCL STERICYCLE INC 0.07% 448.000 K $ 3846 2013/06/30 -7.153 K $ -1.57 %
2014/09/30 DOV DOVER CORP 0.07% 444.000 K $ 5521 2013/06/30 -58.575 K $ -11.67 %
2014/09/30 LLY LILLY ELI & CO 0.07% 440.000 K $ 6786 2013/06/30 18.186 K $ 4.31 %
2014/09/30 PBA PEMBINA PIPELINE CORP 0.06% 421.000 K $ 10000 2014/09/30 0.000 $ 0.00 %
2014/09/30 LMT LOCKHEED MARTIN CORP 0.06% 404.000 K $ 2210 2013/06/30 48.730 K $ 13.73 %
2014/09/30 APA APACHE CORP 0.06% 394.000 K $ 4200 2013/06/30 -28.350 K $ -6.70 %
2014/09/30 V VISA INC 0.06% 386.000 K $ 1810 2013/06/30 4.778 K $ 1.25 %
2014/09/30 PG PROCTER & GAMBLE CO 0.06% 381.000 K $ 4552 2013/06/30 21.727 K $ 6.54 %
2014/09/30 HSIC SCHEIN HENRY INC 0.05% 367.000 K $ 3152 2013/06/30 -6.876 K $ -1.84 %
2014/09/30 JNJ JOHNSON & JOHNSON 0.05% 366.000 K $ 3438 2013/06/30 6.323 K $ 1.88 %
2014/09/30 CSCO CISCO SYS INC 0.05% 346.000 K $ 13734 2013/06/30 4.394 K $ 1.29 %
2014/09/30 NS NUSTAR ENERGY LP 0.05% 330.000 K $ 5000 2013/06/30 19.650 K $ 6.34 %
2014/09/30 HD HOME DEPOT INC 0.05% 322.000 K $ 3508 2013/06/30 37.816 K $ 13.32 %
2014/09/30 UPS UNITED PARCEL SERVICE INC 0.05% 312.000 K $ 3176 2013/06/30 -13.879 K $ -4.26 %
2014/09/30 MRK MERCK & CO INC NEW 0.05% 310.000 K $ 5233 2013/06/30 7.568 K $ 2.47 %
2014/09/30 MMC MARSH & MCLENNAN COS INC 0.04% 297.000 K $ 5667 2014/09/30 0.000 $ 0.00 %
2014/09/30 AMGN AMGEN INC 0.04% 290.000 K $ 2064 2013/06/30 45.593 K $ 18.69 %
2014/09/30 PRAXAIR INC 0.04% 254.000 K $ 1972 2013/06/30 -7.692 K $ -3.11 %
2014/09/30 BWA BORGWARNER INC 0.04% 253.000 K $ 4800 2013/06/30 -60.307 K $ -19.27 %
2014/09/30 ABBV ABBVIE INC 0.04% 246.000 K $ 4261 2014/06/30 4.964 K $ 2.34 %
2014/09/30 QRTEA LIBERTY INTERACTIVE CORP 0.04% 238.000 K $ 8346 2013/12/31 -7.028 K $ -2.87 %
2014/09/30 COL ROCKWELL COLLINS INC 0.04% 236.000 K $ 3000 2013/09/30 107.000 $ 0.05 %
2014/09/30 AMZN AMAZON COM INC 0.04% 235.000 K $ 730 2013/06/30 -1.751 K $ -0.74 %
2014/09/30 KO COCA COLA CO 0.03% 232.000 K $ 5450 2013/06/30 1.895 K $ 0.71 %
2014/09/30 UNITED TECHNOLOGIES CORP 0.03% 230.000 K $ 2180 2013/09/30 -20.710 K $ -8.67 %
2014/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.03% 217.000 K $ 2000 2014/09/30 0.000 $ 0.00 %
2014/09/30 NOV NATIONAL OILWELL VARCO INC 0.03% 213.000 K $ 2800 2013/09/30 -17.500 K $ -7.58 %
2014/09/30 PEP PEPSICO INC 0.03% 200.000 K $ 2150 2014/09/30 0.000 $ 0.00 %
2014/09/30 AMPE AMPIO PHARMACEUTICALS INC 0.01% 69.000 K $ 19508 2013/06/30 -94.028 K $ -57.69 %
2014/09/30 BP BP PLC 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %