Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 8, 2016

Total Value ($000): $241,287 (100.0% shares, 0.0% debt)

Holdings (53)

AAPL APPLE INC 8.3%
Value ($000) $20,126 Shares 178,028 Est. Cost $18.23 Unrealized +32.9%
PROSHARES TR 7.9%
Value ($000) $19,115 Shares 1,166,290 Est. Cost $17.12 Unrealized
PANW PALO ALTO NETWORKS INC 4.6%
Value ($000) $11,075 Shares 69,512 Est. Cost $17.33 Unrealized +31.5%
CONOCOPHILLIPS 4.5%
Value ($000) $10,806 Shares 181,560 Est. Cost $59.52 Unrealized
DIS DISNEY WALT CO 4.3%
Value ($000) $10,388 Shares 111,865 Est. Cost $70.20 Unrealized +26.6%
GOOGL ALPHABET INC 4.1%
Value ($000) $9,942 Shares 12,365 Est. Cost $36.93 Unrealized +5.1%
CBS CORP NEW 3.7%
Value ($000) $8,829 Shares 161,289 Est. Cost $49.80 Unrealized
POWERSHS DB US DOLLAR INDEX 3.6%
Value ($000) $8,641 Shares 350,105 Est. Cost $24.84 Unrealized
EEM ISHARES TR 3.4%
Value ($000) $8,301 Shares 221,645 Est. Cost $37.45 Unrealized
CSCO CISCO SYS INC 3.2%
Value ($000) $7,719 Shares 243,341 Est. Cost $15.83 Unrealized +45.7%
BIIB BIOGEN INC 3.0%
Value ($000) $7,347 Shares 23,470 Est. Cost $279.21 Unrealized +6.1%
BAC BANK AMER CORP 3.0%
Value ($000) $7,322 Shares 467,879 Est. Cost $11.25 Unrealized +7.3%
GENERAL ELECTRIC CO 3.0%
Value ($000) $7,184 Shares 242,536 Est. Cost $25.03 Unrealized
AMZN AMAZON COM INC 3.0%
Value ($000) $7,145 Shares 8,533 Est. Cost $15.13 Unrealized +153.0%
CVX CHEVRON CORP NEW 2.7%
Value ($000) $6,597 Shares 64,102 Est. Cost $69.41 Unrealized -1.3%
CARRIZO OIL & GAS INC 2.6%
Value ($000) $6,221 Shares 153,155 Est. Cost $40.62 Unrealized
IP INTL PAPER CO 2.5%
Value ($000) $6,137 Shares 127,905 Est. Cost $29.51 Unrealized 0.0%
TWITTER INC 2.4%
Value ($000) $5,901 Shares 255,996 Est. Cost $27.38 Unrealized
WY WEYERHAEUSER CO 2.4%
Value ($000) $5,849 Shares 183,115 Est. Cost $19.45 Unrealized +12.7%
NKE NIKE INC 2.2%
Value ($000) $5,412 Shares 102,795 Est. Cost $50.01 Unrealized 0.0%
EPI WISDOMTREE TR 2.1%
Value ($000) $5,119 Shares 236,775 Est. Cost $20.24 Unrealized
QCOM QUALCOMM INC 2.1%
Value ($000) $5,094 Shares 74,359 Est. Cost $40.37 Unrealized +16.2%
ABBV ABBVIE INC 2.1%
Value ($000) $5,088 Shares 80,680 Est. Cost $38.47 Unrealized +14.2%
USB US BANCORP DEL 2.0%
Value ($000) $4,858 Shares 113,265 Est. Cost $27.80 Unrealized +7.8%
EOG EOG RES INC 1.9%
Value ($000) $4,660 Shares 48,185 Est. Cost $65.14 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $4,526 Shares 51,860 Est. Cost $53.13 Unrealized +10.2%
GILD GILEAD SCIENCES INC 1.8%
Value ($000) $4,230 Shares 53,465 Est. Cost $57.78 Unrealized 0.0%
SHIRE PLC 1.7%
Value ($000) $4,213 Shares 21,733 Est. Cost $193.85 Unrealized
BA BOEING CO 1.6%
Value ($000) $3,969 Shares 30,131 Est. Cost $118.62 Unrealized +1.8%
ALPS ETF TR 1.2%
Value ($000) $2,958 Shares 233,120 Est. Cost $16.85 Unrealized
ENBRIDGE ENERGY PARTNERS L P 1.2%
Value ($000) $2,836 Shares 111,525 Est. Cost $23.07 Unrealized
BLUE CAP REINS HLDGS LTD 0.9%
Value ($000) $2,209 Shares 120,557 Est. Cost $18.51 Unrealized
UAA UNDER ARMOUR INC 0.8%
Value ($000) $1,907 Shares 49,300 Est. Cost $39.51 Unrealized +2.3%
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $1,463 Shares 63,248 Est. Cost $21.06 Unrealized -38.0%
ARRAY BIOPHARMA INC 0.5%
Value ($000) $1,156 Shares 171,321 Est. Cost $4.61 Unrealized
SUNPOWER CORP 0.3%
Value ($000) $821 Shares 92,000 Est. Cost $8.92 Unrealized
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $800 Shares 18,069 Est. Cost $36.72 Unrealized +0.3%
T AT&T INC 0.3%
Value ($000) $700 Shares 17,243 Est. Cost $11.76 Unrealized +38.5%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $512 Shares 4,333 Est. Cost $74.03 Unrealized +26.4%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $456 Shares 19,175 Est. Cost $16.82 Unrealized +41.8%
BARCLAYS BANK PLC 0.2%
Value ($000) $383 Shares 14,870 Est. Cost $25.17 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $372 Shares 2,534 Est. Cost $25.95 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $310 Shares 6,039 Est. Cost $35.60 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $289 Shares 1,820 Est. Cost $95.35 Unrealized +6.7%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $271 Shares 1,800 Est. Cost $79.28 Unrealized +38.6%
INTC INTEL CORP 0.1%
Value ($000) $268 Shares 7,108 Est. Cost $25.60 Unrealized +11.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $263 Shares 5,061 Est. Cost $27.39 Unrealized +20.1%
PG&E CORP 0.1%
Value ($000) $262 Shares 4,284 Est. Cost $61.16 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $256 Shares 1,775 Est. Cost $146.25 Unrealized 0.0%
TGT TARGET CORP 0.1%
Value ($000) $254 Shares 3,700 Est. Cost $54.34 Unrealized 0.0%
MSFT MICROSOFT CORP 0.1%
Value ($000) $251 Shares 4,350 Est. Cost $50.29 Unrealized 0.0%
WAT WATERS CORP 0.1%
Value ($000) $243 Shares 1,533 Est. Cost $154.74 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $233 Shares 2,600 Est. Cost $64.13 Unrealized +5.3%