Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 14, 2014

Total Value ($000): $214,017 (100.0% shares, 0.0% debt)

Holdings (55)

AAPL APPLE INC 13.8%
Value ($000) $29,600 Shares 293,798 Est. Cost $17.87 Unrealized +21.0%
CVX CHEVRON CORP NEW 4.8%
Value ($000) $10,322 Shares 86,504 Est. Cost $71.36 Unrealized +10.0%
SPY SPDR S&P 500 ETF TR 3.9%
Value ($000) $8,365 Shares 42,456 Est. Cost $197.03 Unrealized
DIS DISNEY WALT CO 3.8%
Value ($000) $8,037 Shares 90,271 Est. Cost $56.11 Unrealized +41.3%
VRTX VERTEX PHARMACEUTICALS INC 3.6%
Value ($000) $7,647 Shares 68,088 Est. Cost $73.64 Unrealized +29.3%
ENBRIDGE ENERGY PARTNERS L P 3.5%
Value ($000) $7,551 Shares 194,359 Est. Cost $38.85 Unrealized
T AT&T INC 3.2%
Value ($000) $6,878 Shares 195,186 Est. Cost $11.53 Unrealized +3.2%
AMZN AMAZON COM INC 3.1%
Value ($000) $6,711 Shares 20,812 Est. Cost $14.18 Unrealized +17.3%
KO COCA COLA CO 2.9%
Value ($000) $6,232 Shares 146,097 Est. Cost $27.81 Unrealized +3.8%
GOOGLE INC 2.8%
Value ($000) $5,966 Shares 10,140 Est. Cost $584.81 Unrealized
CSCO CISCO SYS INC 2.7%
Value ($000) $5,788 Shares 229,960 Est. Cost $15.30 Unrealized +15.7%
AMGN AMGEN INC 2.6%
Value ($000) $5,667 Shares 40,345 Est. Cost $94.52 Unrealized 0.0%
MCD MCDONALDS CORP 2.6%
Value ($000) $5,579 Shares 58,845 Est. Cost $71.73 Unrealized -0.7%
OXY OCCIDENTAL PETE CORP DEL 2.6%
Value ($000) $5,522 Shares 57,436 Est. Cost $59.69 Unrealized +14.0%
PANW PALO ALTO NETWORKS INC 2.5%
Value ($000) $5,333 Shares 54,358 Est. Cost $8.25 Unrealized +74.1%
BAC BANK AMER CORP 2.5%
Value ($000) $5,329 Shares 312,578 Est. Cost $11.30 Unrealized +11.2%
ROSETTA RESOURCES INC 2.3%
Value ($000) $4,992 Shares 112,039 Est. Cost $47.93 Unrealized
HAS HASBRO INC 2.3%
Value ($000) $4,921 Shares 89,488 Est. Cost $32.88 Unrealized +10.5%
SONY SONY CORP 2.3%
Value ($000) $4,902 Shares 271,734 Est. Cost $17.30 Unrealized
ALPS ETF TR 2.3%
Value ($000) $4,819 Shares 251,360 Est. Cost $17.73 Unrealized
EWZ ISHARES 2.2%
Value ($000) $4,775 Shares 109,888 Est. Cost $44.88 Unrealized
TXT TEXTRON INC 2.2%
Value ($000) $4,660 Shares 129,475 Est. Cost $36.92 Unrealized 0.0%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $4,504 Shares 47,892 Est. Cost $53.81 Unrealized +14.3%
KINDER MORGAN ENERGY PARTNER 2.0%
Value ($000) $4,269 Shares 45,766 Est. Cost $81.21 Unrealized
PLUM CREEK TIMBER CO INC 1.8%
Value ($000) $3,896 Shares 99,865 Est. Cost $45.10 Unrealized
CHESAPEAKE ENERGY CORP 1.7%
Value ($000) $3,631 Shares 157,935 Est. Cost $24.94 Unrealized
ATLAS PIPELINE PARTNERS LP 1.6%
Value ($000) $3,458 Shares 94,850 Est. Cost $36.46 Unrealized
ABERDEEN ASIA PACIFIC INCOM 1.5%
Value ($000) $3,272 Shares 554,595 Est. Cost $6.11 Unrealized
APPROACH RESOURCES INC 1.5%
Value ($000) $3,267 Shares 225,305 Est. Cost $14.50 Unrealized
LINKEDIN CORP 1.4%
Value ($000) $3,053 Shares 14,693 Est. Cost $207.79 Unrealized
BBD BANCO BRADESCO S A 1.3%
Value ($000) $2,865 Shares 201,025 Est. Cost $14.52 Unrealized
FIFTH STREET FINANCE CORP 1.3%
Value ($000) $2,822 Shares 307,375 Est. Cost $9.55 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $2,444 Shares 48,895 Est. Cost $26.90 Unrealized +3.3%
BLUE CAP REINS HLDGS LTD 1.1%
Value ($000) $2,414 Shares 136,465 Est. Cost $18.36 Unrealized
IRBTQ IROBOT CORP 0.9%
Value ($000) $2,002 Shares 65,749 Est. Cost $39.98 Unrealized -14.3%
SPLUNK INC 0.9%
Value ($000) $1,956 Shares 35,330 Est. Cost $55.36 Unrealized
TWITTER INC 0.7%
Value ($000) $1,556 Shares 30,175 Est. Cost $46.03 Unrealized
BB BLACKBERRY LTD 0.6%
Value ($000) $1,303 Shares 131,080 Est. Cost $9.38 Unrealized +9.0%
FBT FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,151 Shares 12,542 Est. Cost $91.77 Unrealized
CELLDEX THERAPEUTICS INC NEW 0.4%
Value ($000) $836 Shares 64,480 Est. Cost $16.32 Unrealized
NORTHSTAR ASSET MGMT GROUP I 0.3%
Value ($000) $571 Shares 31,000 Est. Cost $18.42 Unrealized
NWBO NORTHWEST BIOTHERAPEUTICS IN 0.3%
Value ($000) $540 Shares 107,455 Est. Cost $3.92 Unrealized +56.6%
BARCLAYS BANK PLC 0.3%
Value ($000) $537 Shares 20,870 Est. Cost $25.16 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $535 Shares 10,313 Est. Cost $30.25 Unrealized +23.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $492 Shares 4,613 Est. Cost $60.74 Unrealized +24.4%
GENERAL ELECTRIC CO 0.2%
Value ($000) $456 Shares 17,800 Est. Cost $25.16 Unrealized
SHIRE PLC 0.2%
Value ($000) $423 Shares 1,631 Est. Cost $119.89 Unrealized
ARRAY BIOPHARMA INC 0.2%
Value ($000) $402 Shares 112,580 Est. Cost $4.60 Unrealized
GOOGLE INC 0.1%
Value ($000) $308 Shares 534 Est. Cost $575.23 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $289 Shares 3,915 Est. Cost $73.82 Unrealized
SEVENTY SEVEN ENERGY INC 0.1%
Value ($000) $254 Shares 10,687 Est. Cost $23.77 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $239 Shares 6,868 Est. Cost $17.92 Unrealized +43.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $234 Shares 1,800 Est. Cost $79.28 Unrealized +16.6%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $229 Shares 19,426 Est. Cost $11.81 Unrealized +6.6%
IGM ISHARES TR 0.1%
Value ($000) $213 Shares 2,172 Est. Cost $98.07 Unrealized