Bedell Frazier Investment Counselling, LLC Diversified Active

CIK: 0001388142 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 13, 2013

Total Value ($000): $208,119 (100.0% shares, 0.0% debt)

Holdings (52)

AAPL APPLE INC 12.3%
Value ($000) $25,664 Shares 53,832 Est. Cost $13.16 Unrealized +8.5%
GOOGLE INC 4.8%
Value ($000) $10,080 Shares 11,508 Est. Cost $885.34 Unrealized
CVX CHEVRON CORP NEW 4.8%
Value ($000) $9,997 Shares 82,283 Est. Cost $71.30 Unrealized +2.5%
IBM INTERNATIONAL BUSINESS MACHS 4.1%
Value ($000) $8,480 Shares 45,794 Est. Cost $118.94 Unrealized -6.2%
FXI ISHARES TR 3.9%
Value ($000) $8,055 Shares 217,235 Est. Cost $36.36 Unrealized
DIS DISNEY WALT CO 2.9%
Value ($000) $6,049 Shares 93,802 Est. Cost $56.11 Unrealized +1.5%
TGT TARGET CORP 2.8%
Value ($000) $5,781 Shares 90,350 Est. Cost $47.95 Unrealized -1.6%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $5,512 Shares 63,587 Est. Cost $59.66 Unrealized +6.5%
XOM EXXON MOBIL CORP 2.6%
Value ($000) $5,450 Shares 63,342 Est. Cost $53.69 Unrealized +0.9%
MCD MCDONALDS CORP 2.6%
Value ($000) $5,444 Shares 56,588 Est. Cost $71.80 Unrealized -1.7%
KO COCA COLA CO 2.6%
Value ($000) $5,417 Shares 143,010 Est. Cost $27.85 Unrealized -3.9%
AMZN AMAZON COM INC 2.6%
Value ($000) $5,391 Shares 17,245 Est. Cost $13.44 Unrealized +10.9%
WFC WELLS FARGO & CO NEW 2.5%
Value ($000) $5,169 Shares 125,103 Est. Cost $27.36 Unrealized +10.3%
OXY OCCIDENTAL PETE CORP DEL 2.4%
Value ($000) $5,098 Shares 54,500 Est. Cost $59.24 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 2.4%
Value ($000) $5,045 Shares 66,539 Est. Cost $73.64 Unrealized +8.1%
SHIRE PLC 2.3%
Value ($000) $4,773 Shares 39,810 Est. Cost $119.89 Unrealized
PANW PALO ALTO NETWORKS 2.3%
Value ($000) $4,760 Shares 103,885 Est. Cost $8.25 Unrealized -4.4%
NSRGY NESTLE 2.1%
Value ($000) $4,310 Shares 61,930 Est. Cost $67.48 Unrealized
ALEXION PHARMACEUTICALS INC 2.0%
Value ($000) $4,244 Shares 36,535 Est. Cost $109.32 Unrealized
BAC BANK OF AMERICA CORPORATION 1.9%
Value ($000) $3,997 Shares 289,660 Est. Cost $11.23 Unrealized 0.0%
NATIONAL OILWELL VARCO INC 1.9%
Value ($000) $3,936 Shares 50,392 Est. Cost $72.85 Unrealized
CHESAPEAKE ENERGY CORP 1.9%
Value ($000) $3,903 Shares 150,800 Est. Cost $25.01 Unrealized
T AT&T INC 1.8%
Value ($000) $3,799 Shares 112,322 Est. Cost $11.36 Unrealized -3.5%
EWZ ISHARES INC 1.8%
Value ($000) $3,722 Shares 77,690 Est. Cost $44.93 Unrealized
US BANCORP 6.50% 1.8%
Value ($000) $3,688 Shares 141,900 Est. Cost $26.95 Unrealized
WEATHERFORD INTERNATIONAL LT 1.7%
Value ($000) $3,627 Shares 236,625 Est. Cost $14.52 Unrealized
VALE 1.7%
Value ($000) $3,530 Shares 226,120 Est. Cost $15.61 Unrealized
ABERDEEN ASIA PACIFIC INCOM 1.6%
Value ($000) $3,430 Shares 566,065 Est. Cost $6.06 Unrealized
PNC FINL CORP 6.125% 1.6%
Value ($000) $3,273 Shares 129,675 Est. Cost $25.54 Unrealized
CAPITAL ONE FINL 6.00% 1.5%
Value ($000) $3,211 Shares 146,700 Est. Cost $13.80 Unrealized
FIFTH STREET FINANCE CORP 1.5%
Value ($000) $3,150 Shares 306,225 Est. Cost $10.76 Unrealized
CARRIZO OIL & CO INC 1.5%
Value ($000) $3,131 Shares 83,955 Est. Cost $33.55 Unrealized
KINDER MORGAN ENERGY PARTNER 1.5%
Value ($000) $3,023 Shares 37,866 Est. Cost $81.65 Unrealized
GLD: GOLD INDEX 1.4%
Value ($000) $2,917 Shares 22,758 Est. Cost $129.09 Unrealized
ALPS ETF TR 1.4%
Value ($000) $2,834 Shares 161,100 Est. Cost $17.56 Unrealized
HAS HASBRO INC 1.4%
Value ($000) $2,827 Shares 59,975 Est. Cost $30.22 Unrealized +3.4%
META FACEBOOK INC 1.2%
Value ($000) $2,473 Shares 49,235 Est. Cost $25.44 Unrealized +45.3%
MERRILL LYNCH 6.45% C11 1.0%
Value ($000) $2,075 Shares 84,500 Est. Cost $24.95 Unrealized
COHEN & STEERS MLP FUND 0.9%
Value ($000) $1,776 Shares 103,335 Est. Cost $19.34 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,562 Shares 33,457 Est. Cost $26.99 Unrealized -3.2%
KKR FIN'L 8.375% C16 0.7%
Value ($000) $1,505 Shares 55,875 Est. Cost $26.89 Unrealized
FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,070 Shares 16,507 Est. Cost $64.82 Unrealized
MORGAN STANLEY 6.6% C11 0.4%
Value ($000) $923 Shares 37,538 Est. Cost $24.90 Unrealized
ZIONS BANCORP 6.95% 0.4%
Value ($000) $880 Shares 34,500 Est. Cost $25.51 Unrealized
CITIGROUP 6.10% C08 0.3%
Value ($000) $710 Shares 28,406 Est. Cost $25.06 Unrealized
NORTHSTAR RLTY FIN CORP 0.2%
Value ($000) $455 Shares 49,000 Est. Cost $9.27 Unrealized
AEGON 3mo+87.50 bps C10 0.2%
Value ($000) $379 Shares 18,400 Est. Cost $22.52 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $377 Shares 4,306 Est. Cost $87.50 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $357 Shares 14,945 Est. Cost $24.23 Unrealized
METLIFE 3mo+100bps C10 0.2%
Value ($000) $325 Shares 14,150 Est. Cost $25.02 Unrealized
BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $278 Shares 2,450 Est. Cost $116.73 Unrealized
SEQUENOM INC 0.1%
Value ($000) $257 Shares 96,300 Est. Cost $3.13 Unrealized