WEST CHESTER CAPITAL ADVISORS, INC

Q1 2014 13F-HR Detailed Holdings

Location
Johnstown, PA
Holdings as of
3/31/2014
Date filed
5/14/2014
Form type
13F-HR
Num holdings
184
Total value ($000)
$99,580
Net value change ($000)
-68,076 (-40.6%)
New positions
4
Sold out positions
57
Turnover %
23.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/14/2014 Next filing: 8/13/2025 SEC filing
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Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CHI 1,825 NEW
MA 798 210.0%
ASRV 449 27.6%
EXC 257 NEW
REGENCY ENERGY PARTNERS L P COM UNITS L P 234 NEW
CELG 217 NEW
VOO 113 0.7%
HAL 113 19.7%
LLY 112 15.2%
VXF 98 3.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,586 -55.5%
SPY -2,157 -35.8%
AAPL -2,009 -44.2%
MSFT -1,787 -63.6%
PG -1,559 -65.3%
TROW -1,525 -61.3%
FISV -1,477 -62.9%
SEIC -1,388 -58.3%
GE -1,232 -55.9%
GS -1,108 -59.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 AMERISERV TRUST & FINANCIAL SERVICES CO