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Athena Capital Advisors LLC

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Today:
Week:
1-month:
All-time: 		-1.5%
-2.7%
-1.3%
+41.4% 		vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500: 		-1.1%
-0.4%
+3.2%
+21.0%
 

Data since: Jan-1-2010
Current Portfolio: Q4 2011
     
Lumina Fund Man... -0.4%
Mizuho Securiti... -0.4%
CTC Fund Manage... -0.5%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily		 Mkt Cap  Div Yield  % off
52wk lw		 % from
52wk hg		 Q4 2011 View as: Alerts Holdings Detail
 AZN $42.25 -0.14 -0.33% 2,412,473 142% $54.7B 6.6% 3% -20% -8.7% $2.5M | 54.2K shares - No Change
 BRK.A $121800.00 +375.00 +0.31% 499 84% $ - 23% -2% +6.1% $4.7M | 41 shares - increase of 9 shares
 CBL $18.01 -0.26 -1.42% 1,316,418 92% $2.7B 4.8% 73% -8% +14.7% $3.9M | 248.1K shares - No Change
 DVY $55.09 -0.08 -0.15% 646,924 57% $ 3.4% 23% -4% +2.5% $20.5M | 381.6K shares - increase of 58.2K shares
 EEM $38.17 -0.55 -1.42% 82,694,073 158% $ 2.1% 14% -22% +0.6% $3.1M | 81.1K shares - increase of 13.4K shares
 EFA $49.06 -0.49 -0.99% 23,983,223 125% $ 3.5% 8% -21% -0.9% $4.0M | 81.3K shares - increase of 72.1K shares
 GE $19.00 +0.60 +3.26% 85,034,893 210% $194.8B 3.7% 36% -10% +6.1% $5.2M | 287.5K shares - increase of 50.0K shares
 IWM $77.16 -0.56 -0.71% 52,662,408 97% $ 1.4% 28% -10% +4.6% $4.6M | 63.0K shares - increase of 43.1K shares
 IWV $78.59 -0.36 -0.46% 109,656 60% $ 1.8% 25% -7% +5.9% $7.9M | 106.5K shares - increase of 57.7K shares
 RAI $40.67 +0.29 +0.72% 1,360,423 60% $23.0B 5.8% 28% -5% -1.8% $5.1M | 123.5K shares - increase of 20.0K shares
 SPG $150.34 -2.93 -1.91% 1,938,268 145% $46.4B 2.6% 51% -5% +16.6% $95.8M | 743.4K shares - increase of 4.7K shares
 SPLS $13.91 -0.84 -5.69% 37,943,865 408% $10.2B 3.0% 16% -30% +0.1% $15.8M | 1.1M shares - increase of 350.0K shares
 SPY $132.83 -0.51 -0.38% 207,265,560 132% $ 2.0% 24% -7% +5.8% $14.3M | 113.9K shares - decrease of 7.4K shares
 T $33.19 -0.16 -0.48% 22,542,743 88% $195.9B 5.3% 22% -2% +9.8% $4.3M | 143.2K shares - increase of 12 shares
 VWO $38.45 -0.62 -1.59% 27,216,775 125% $ 2.3% 12% -23% +0.6% $6.9M | 179.3K shares - increase of 16.7K shares
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Discuss Athena Capital Advisors LLC 's portfolio
 
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Jeffrey Gundlach's Ira Sohn Presentation
JWN  AAPL  SPY  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 08:56PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  DoubleLine Capital's Jeffrey Gundlach gave a presentation on going  more ...
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Shares Fall With Continuing Worries Over Greece
TGT  GE  JCP  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 08:20PM from (feeds.nytimes.com)
The S.&P.’s 500-stock index fell for a fourth straight day as traders with an eye on Greece reacted to an announcement  more ...
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4 Hot Dividend Stocks
FTR  KO  HSY  MO  RAI  PM  LO  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 16, 03:25PM from (stocks.investopedia.com)
Cigarettes are bad for your health, but they're great for your portoflio.  more ...
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Comcast Launching Skype Video Calling For $9.95/Month
VZ  T  MSFT  CMCSA  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 02:23PM from (www.forbes.com)
Comcast this morning said it is launching Skype-based HD video calling for Xfinity triple-play customers for $9.95 a month.  more ...
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Tea Party Picks Losing Fight Over US Export-Import Bank
BA  DAL  GE  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 02:06PM from (www.bloomberg.com)
Export-Import Bank


Photo: Andrew Harrer/Bloomberg



Photo: Andrew Harrer/Bloomberg
 more ...
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Can BAM Add Some Punch To Your Portfolio?
GGP  BAM  BRK.B  BPO  BIP  KKR  BRP  CG  BRK.A  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 16, 12:16PM from (stocks.investopedia.com)
BAM is currently trading at 1.2 times book value and offers a little bit of everything, including solid long-term asset growth  more ...
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GE Finally Starts Getting GE Capital Dividends Again, Plus $4.5 Billion Special Dividend
GE  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 09:25AM from (247wallst.com)
General Electric Company (NYSE: GE) is now going to be much further to being back on track in its GE Capital unit. After  more ...
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Staples Adjusted Q1 Net Matches View; Revenue Falls Short
SPLS  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 16, 08:59AM from (www.dividend.com)
Office supply retailer Staples, Inc. (SPLS) on Wednesday posted adjusted first quarter earnings results that met Wall Street  more ...
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GE Capital to Resume Paying Dividend to General Electric
GE  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 16, 08:31AM from (www.dividend.com)
Multinational conglomerate General Electric Company (GE) on Wednesday announced its finance arm, GE Capital, will resume  more ...
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T-Mobile, Like Sprint, Loses Battle for Market Share
S  AAPL  VZ  T  PCS  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 06:29AM from (247wallst.com)
T-Mobile, the wireless operation of Deutsche Telekom, probably will never recover from a failed takeover bid by AT&T (NYSE:  more ...
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The Best Yielding Large Cap Industrial Stocks
GE  WM  LMT  RTN  CRH  
Linked by Dividend ( track member | ignore member ) - May 16, 03:38AM from (long-term-investments.blogspot.de)
It’s very important to know what yields are traded within a sector or industry in order to compare risks and premiums.  more ...
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Verizon in $63 Billion Faceoff With AT&T Over Family Plans: Tech
S  AAPL  T  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 12:21AM from (www.bloomberg.com)
Verizon Wireless and AT&T Inc. (T) are both preparing to roll out shared-data pricing plans this year. Whoever makes  more ...
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Warren Buffett Buys 10 Million Shares General Motors
AXP  IBM  WFC  GM  BRK.A  VIA  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 15, 06:27PM from (ycharts.com)
Berkshire Hathaway (BRK.A) released their 13F first quarter holdings today. Buffett added two new stocks to the portfolio,  more ...
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Big Changes To Buffett & Berkshire Hathaway Stock Holdings, A to Z
AXP  KO  DG  USB  MTB  GCI  GE  INTC  IBM  CVS  WFC  PG  WMT  WPO  JNJ  TMK  USG  COST  DVA  MCO  UPS  KFT  SNY  GSK  MA  IR  COP  CDCO  LMCA  BK  V  VRSK  GM  VIA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 15, 05:05PM from (247wallst.com)
Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released their most recent U.S.-listed equity holdings  more ...
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4 ETF's To Look At
SPY  SLV  IYW  IYH  IYG  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 15, 04:27PM from (stocks.investopedia.com)
Check out which ETFs are positive year to date.  more ...
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Best ETFs for Dividends and Income
DWX  DVY  TLT  JNK  PCY  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 15, 11:48AM from (www.etftrends.com)
Investors are starved for income. Exchange traded funds tracking both stocks and bonds can offer diversified exposure to  more ...
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What’s Important in the Financial World (5/15/2012) New Apple MacBook
JPM  HPQ  INTC  S  AAPL  VZ  T  DELL  GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 15, 08:50AM from (247wallst.com)
Rumors persist, most recently reported by Bloomberg, that Apple (NASDAQ: AAPL) will launch a new super-thin line of laptops.  more ...
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3 Warning Signs of an Imminent Dividend Cut
CTL  GCI  GE  BAC  PFE  
Linked by bbkjbbkj ( track member | ignore member ) - May 15, 07:35AM from (www.dividend-growth-stocks.com)
One important lesson we learned from the 2008-2009 financial crisis was that it didn't matter how long a company had increased  more ...
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ETF Spotlight: iShares Select Dividend
DVY  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 15, 07:00AM from (www.etftrends.com)
ETF Spotlight on iShares Dow Jones Select Dividend Index Fund (NYSEArca: DVY), part of an ongoing series.
Assets: $10.2 billion.
 more ...
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Wireless Customer Satisfaction Improves
S  VZ  T  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 15, 06:25AM from (247wallst.com)
Customer satisfaction with wireless subscriber companies steadied last quarter according to the widely followed American  more ...
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