JACKSON PARK CAPITAL, LLC

data from 31/12/2016

Capitalization

$ 53.692 M -30.36 %

Average holding period

4 ans

Performance

$ 3.068 M 7.06 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in JACKSON PARK CAPITAL, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2016/12/31 C CITIGROUP INC 5.87% 3.150 M $ 53000 2016/03/31 915.000 K $ 25.83 %
2016/12/31 QCOM QUALCOMM INC 5.59% 2.999 M $ 46000 2014/12/31 -191.399 K $ -4.82 %
2016/12/31 GS GOLDMAN SACHS GROUP INC 5.13% 2.754 M $ 11500 2016/06/30 1.329 M $ 48.47 %
2016/12/31 AIG AMERICAN INTL GROUP INC 4.99% 2.678 M $ 41000 2014/12/31 310.439 K $ 10.06 %
2016/12/31 COF CAPITAL ONE FINL CORP 4.87% 2.617 M $ 30000 2015/09/30 523.939 K $ 21.46 %
2016/12/31 GOOG ALPHABET INC 4.74% 2.547 M $ 3300 2015/12/31 -22.679 K $ -0.69 %
2016/12/31 BIIB BIOGEN INC 4.59% 2.467 M $ 8700 2016/06/30 -344.564 K $ -9.41 %
2016/12/31 GILD GILEAD SCIENCES INC 3.87% 2.077 M $ 29000 2014/12/31 -300.400 K $ -9.49 %
2016/12/31 EPD ENTERPRISE PRODS PARTNERS L 3.78% 2.028 M $ 75000 2015/03/31 -54.869 K $ -2.14 %
2016/12/31 BK BANK NEW YORK MELLON CORP 3.71% 1.990 M $ 42000 2016/03/31 375.000 K $ 18.81 %
2016/12/31 RHI ROBERT HALF INTL INC 3.36% 1.805 M $ 37000 2016/06/30 627.900 K $ 28.84 %
2016/12/31 DIS DISNEY WALT CO 3.30% 1.772 M $ 17000 2015/06/30 397.600 K $ 12.23 %
2016/12/31 JPM JPMORGAN CHASE & CO 3.21% 1.726 M $ 20000 2016/03/31 650.100 K $ 29.59 %
2016/12/31 MAR MARRIOTT INTL INC NEW 3.08% 1.654 M $ 20000 2016/06/30 506.550 K $ 22.80 %
2016/12/31 UN UNILEVER N V 3.06% 1.642 M $ 40000 2016/12/31 0.000 $ 0.00 %
2016/12/31 COST COSTCO WHSL CORP NEW 2.62% 1.409 M $ 8800 2014/12/31 82.080 K $ 4.98 %
2016/12/31 VFC V F CORP 2.48% 1.334 M $ 25000 2016/03/31 -97.491 K $ -4.83 %
2016/12/31 AMGN AMGEN INC 2.45% 1.316 M $ 9000 2016/12/31 0.000 $ 0.00 %
2016/12/31 CAH CARDINAL HEALTH INC 2.41% 1.295 M $ 18000 2016/09/30 -103.140 K $ -7.37 %
2016/12/31 CELG CELGENE CORP 2.37% 1.273 M $ 11000 2016/06/30 134.640 K $ 10.74 %
2016/12/31 AXP AMERICAN EXPRESS CO 2.21% 1.185 M $ 16000 2014/12/31 160.639 K $ 15.67 %
2016/12/31 YAHOO INC 2.16% 1.160 M $ 30000 2014/12/31 -186.060 K $ -10.28 %
2016/12/31 NLSN NIELSEN HOLDINGS PLC 2.15% 1.154 M $ 27500 2015/09/30 -290.499 K $ -21.70 %
2016/12/31 INTU INTUIT INC 2.13% 1.146 M $ 10000 2014/12/31 55.199 K $ 4.18 %
2016/12/31 SPGI S&P GLOBAL INC 2.10% 1.129 M $ 10500 2016/06/30 -266.279 K $ -15.03 %
2016/12/31 TV GRUPO TELEVISA SA 2.10% 1.128 M $ 54000 2016/12/31 0.000 $ 0.00 %
2016/12/31 TEVA TEVA PHARMACEUTICAL INDS LTD 2.09% 1.124 M $ 31000 2014/12/31 -380.639 K $ -21.22 %
2016/12/31 TROW PRICE T ROWE GROUP INC 1.68% 903.000 K $ 12000 2016/06/30 166.440 K $ 13.17 %
2016/12/31 EXPE EXPEDIA INC DEL 1.48% 793.000 K $ 7000 2016/03/31 -25.799 K $ -2.95 %
2016/12/31 EBAY EBAY INC 1.38% 742.000 K $ 25000 2014/12/31 -80.249 K $ -9.75 %
2016/12/31 AMG AFFILIATED MANAGERS GROUP 1.35% 727.000 K $ 5000 2015/09/30 6.600 K $ 0.41 %
2016/12/31 AME AMTEK INC NEW 1.22% 656.000 K $ 13500 2016/03/31 11.070 K $ 1.72 %
2016/12/31 VIAB VIACOM INC NEW 1.18% 632.000 K $ 18000 2016/12/31 0.000 $ 0.00 %
2016/12/31 TIF TIFFANY & CO NEW 0.72% 387.000 K $ 5000 2015/03/31 81.600 K $ 6.61 %
2016/12/31 KIN KINDRED BIOSCIENCES INC 0.55% 293.000 K $ 69000 2014/12/31 -56.980 K $ -14.88 %
2016/12/31 VALEANT PHARMACEUTICALS INTL 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2016/12/31 ATYR PHARMA INC 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2016/12/31 RWM PROSHARES TR 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2016/12/31 DEO DIAGEO P L C 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2016/12/31 FMI FOUNDATION MEDICINE INC 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2016/12/31 SH PROSHARES TR 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2016/12/31 JAZZ JAZZ PHARMACEUTICALS PLC 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %
2016/12/31 LOW LOWES COS INC 0.00% 0.000 $ 0 2016/09/30 0.000 $ 0.00 %
2016/12/31 NOV NATIONAL OILWELL VARCO INC 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2016/12/31 NABRIVA THERAPEUTICS AG 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2016/12/31 WFC WELLS FARGO & CO NEW 0.00% 0.000 $ 0 2016/09/30 0.000 $ 0.00 %
2016/12/31 TDG TRANSDIGM GROUP INC 0.00% 0.000 $ 0 2016/03/31 0.000 $ 0.00 %