Long Wharf Investors, Inc. 13F Holdings
CIK 0001511465 · BOSTON, MA
As of Jun 30, 2014, Long Wharf Investors, Inc. reported 145 positions worth
CIK 0001511465 · BOSTON, MA
As of Jun 30, 2014, Long Wharf Investors, Inc. reported 145 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ANALOG DEVICES INC | ADI | Technology | 153,343 | $8.3K | 6.51% |
| GLAXOSMITHKLINE PLC | GSK | Healthcare | 71,915 | $3.8K | 3.02% |
| SPDR(R) S&P(R) GLOBAL NATURAL RESOURCES ETF | GNR | — | 58,377 | $3.1K | 2.42% |
| ISHARES EUROPE ETF | IEV | — | 61,840 | $3.0K | 2.36% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 92,408 | $2.8K | 2.24% |
| ALLERGAN INC | AGN1 | Healthcare | 16,764 | $2.8K | 2.23% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 51,614 | $2.7K | 2.15% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 81,712 | $2.5K | 1.99% |
| ISHARES TR | WOOD | — | 44,686 | $2.4K | 1.86% |
| SPDR S&P 500 ETF TRUST | SPY | — | 12,048 | $2.4K | 1.85% |
| SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF | RWO | — | 44,685 | $2.1K | 1.64% |
| MARKET VECTORS ETF TR INTL HI YLD BD | IHY | — | 73,119 | $2.1K | 1.61% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 16,896 | $2.0K | 1.58% |
| VANGUARD PACIFIC STOCK INDEX FUND | VPL | — | 32,205 | $2.0K | 1.57% |
| ISHARES INC | EEMS | — | 39,140 | .9K | 1.53% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 35,600 | .8K | 1.45% |
| ISHARES PREFERRED & INCOME S | PFF | — | 45,263 | .8K | 1.42% |
| EXXON MOBIL CORP | XOM | Energy | 17,496 | .8K | 1.38% |
| POWERSHARES | PICB | — | 52,971 | .6K | 1.28% |
| APPLE INC | AAPL | Technology | 16,763 | .6K | 1.22% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 35,830 | .5K | 1.21% |
| SPDR SER TR | EMCD | — | 46,802 | .4K | 1.13% |
| ALPS | AMLP | — | 75,036 | .4K | 1.12% |
| MARKET VECTORS ETF TR | HYEM | — | 53,892 | .4K | 1.12% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 11,536 | .4K | 1.08% |