13F Filings History of ParenteBeard Wealth Management, LLC

Latest 13F report
Q4 2014 - 28 Jan 2015
Value $
$372,287
Signature - Title
Scott Michael - Chief Compliance Officer
Location
York, PA
Summary
This page shows a list of all the recent 13F filings made by ParenteBeard Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ParenteBeard Wealth Management, LLC reported 102 stock holdings with total value $372,287 as of Q4 2014. Top holdings included IBND, T, MPA, NFJ, and PFE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2014 102 $372,287 $0 $0 $0 IBND, T, MPA, NFJ, PFE 13F-HR 28 Jan 2015, 14:00
Q3 2014 119 $238,481,000 +$29,977,429 -$19,922,288 +$10,055,141 T104PS, KMR, MWE, AMLP, HCT 13F-HR 17 Oct 2014, 15:58
Q2 2014 105 $227,025,000 +$27,304,960 -$8,504,334 +$18,800,626 KMR, T104PS, MWE, HCT, NYRT 13F-HR 23 Jul 2014, 11:32
Q1 2014 103 $201,120,704 +$12,219,753 -$65,557,045 -$53,337,292 KMR, T104PS, MWE, APU, SDY 13F-HR 23 Apr 2014, 15:58
Q4 2013 108 $253,948,000 $0 $0 $0 KMR, T104PS, MWE, MO, APU 13F-HR 29 Jan 2014, 18:24