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Pathstone Family Office

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Today:
Week:
1-month:
All-time: 		-0.6%
-3.8%
+2.3%
-0.4% 		vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500: 		-0.5%
-2.9%
-2.0%
-31.8%
 

Data since: Jan-1-2011
Current Portfolio: Q1 2013
     
Lumina Fund Man... -0.1%
CTC Fund Manage... -0.3%
Tower Research ... -0.1%
     
3 members Tracking
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 Ticker Last Trade Today's Change Volume  % of
Daily		 Mkt Cap  Div Yield  % off
52wk lw		 % from
52wk hg		 Q1 2013 View as: Alerts Holdings Detail
 AAPL $445.15 +3.01 +0.68% 9,872,377 54% $418.4B 2.8% 16% -37% +3.8% $605.6K | 1.4K shares - increase of 451 shares
 AXU $1.55 +0.03 +1.97% 205,362 45% $96.9M - 5% -72% -50.5% $2.7M | 814.9K shares - No Change
 BDX $100.83 +0.66 +0.66% 835,051 80% $19.5B 2.0% 41% -2% +5.3% $3.7M | 39.2K shares - increase of 29 shares
 BX $22.65 +0.40 +1.80% 5,155,658 95% $12.7B 4.1% 96% -5% +16.9% $395.6K | 20.0K shares - New Holding
 CLP $23.40 -0.22 -0.93% 985,095 150% $2.0B 3.6% 19% -6% +3.1% $53.8M | 2.4M shares - increase of 51.8K shares
 CSCO $23.53 +0.02 +0.09% 25,038,918 54% $125.0B 2.9% 57% -3% +13.0% $538.3K | 25.8K shares - increase of 90 shares
 EFA $61.45 -0.54 -0.87% 19,956,741 109% $ 2.8% 32% -4% +5.6% $1.4M | 24.3K shares - decrease of 5.0K shares
 GILD $55.81 +0.33 +0.59% 8,745,685 66% $85.0B - 131% -4% +16.3% $3.0M | 62.2K shares - increase of 338 shares
 IWB $91.77 -0.15 -0.16% 495,781 95% $ 1.8% 31% -2% +5.6% $1.4M | 15.6K shares - increase of 8.6K shares
 MOS $59.78 -0.24 -0.40% 2,105,911 75% $25.4B 1.7% 35% -8% +0.9% $298.1K | 5.0K shares - New Holding
 NUAN $19.20 -0.03 -0.13% 2,924,457 42% $6.0B - 7% -26% -4.8% $252.2K | 12.5K shares - New Holding
 QCOM $64.26 +0.35 +0.55% 10,523,434 72% $110.9B 2.2% 21% -6% -2.6% $298.2K | 4.5K shares - increase of 4.2K shares
 SPY $165.31 -0.14 -0.09% 151,573,867 118% $ 1.9% 30% -2% +5.9% $1.1M | 7.0K shares - increase of 4.0K shares
 TUZ $50.88 -0.02 -0.04% 9,018 23% $ 0.3% 0% -0% -0.0% $333.4K | 6.5K shares - New Holding
 VEU $47.62 -0.35 -0.73% 665,989 81% $ 3.1% 27% -4% +3.8% $358.2K | 7.7K shares - New Holding
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Discuss Pathstone Family Office's portfolio
 
Latest Portfolio Notes & Links
 
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P&G Looks for Steve Jobs-Like Sequel by Recalling Ex-CEO
TGT  PG  AAPL  DELL  SBUX  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 25, 12:28AM from (www.bloomberg.com)
Procter & Gamble Co. (PG)’s move this week to hire back A.G. Lafley as its chief executive officer recalls the  more ...
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Dividend Highlights/Lowlights for May 24
TGT  HPQ  PG  SHW  HOG  IEP  FL  TM  PSA  BX  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 24, 05:07PM from (www.dividend.com)
These were some of the biggest dividend stock performers on the upside and the downside in today's market action. Highlights  more ...
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Lenovo Still Far From Getting Its Due
HPQ  IBM  AAPL  DELL  LNVGY  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 24, 03:09PM from (www.investopedia.com)
Lenovo's leading share in emerging market IT seems undervalued.  more ...
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Pandora Goes To Up To 11
AAPL  CBS  DIS  AMZN  P  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 24, 12:35PM from (www.investopedia.com)
Pandora is showing that it can deliver on its model and its goals.  more ...
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EM vs. SPY – Key level coming.
SPY  
Linked by Emerging Money ( track newsfeed | ignore newsfeed ) - May 24, 12:12PM from (emergingmoney.com)
Emerging markets vs. domestic markets are in focus with key levels coming. There have been many places to say the gross  more ...
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Why Stocks Are Primed to Move Higher
JPM  INTC  IBM  AAPL  HD  MSFT  CSCO  BRK.B  AGG  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 24, 11:42AM from (ycharts.com)
We have officially segued into a Bobby McFerrin market; don’t worry about sluggish economic growth, the sequester impact,  more ...
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Marvell Unloved, But Does That Mean Undervalued?
LSI  QCOM  MRVL  BBRY  STX  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - May 24, 11:30AM from (www.investopedia.com)
Marvell has a lot of doubters, but also a history of building solid market share in multiple markets.  more ...
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U.S. Treasury Secretary Lew Likes ETFs
SPY  MDY  QQQ  IWM  DIA  
Linked by ETF Trends ( track newsfeed | ignore newsfeed ) - May 24, 11:20AM from (www.etftrends.com)
If exchange traded funds are good for the United States Secretary of the Treasury, who overseas financial and monetary matters  more ...
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Dividends and Buybacks May Rekindle Buying Chip Stocks for Value Investors
SWKS  ADI  INTC  AAPL  CY  QCOM  SNDK  NVDA  ONNN  SMH  AVGO  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 24, 10:05AM from (247wallst.com)
Sterne Agee analyst Vijay Rakesh has given a snapshot on various semiconductor sector plays ahead. While many fundamental  more ...
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Homebuilder ETFs In Focus After New Home Sales Data
SPY  XHB  
Linked by ETF Database ( track newsfeed | ignore newsfeed ) - May 24, 09:00AM from (feeds.etfdb.com)
Even as U.S. Markets continued to stumble back Thursday morning, still processing the news that Ben Bernanke and the Fed  more ...
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This AT&T Announcement Should Attract iPhone Prepaid Customers in Droves
S  AAPL  T  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 24, 08:49AM from (www.benzinga.com)
Must be nice having people fight over you. Apple (NASDAQ: AAPL) is used to that, though, but another battle is about to get  more ...
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Google and Facebook Going to War Over Mapping App
AAPL  MSFT  GOOG  FB  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 24, 08:43AM from (www.benzinga.com)
A bidding war between Google (NASDAQ: GOOG) and Facebook (NASDAQ: FB) may be about to erupt, according to Bloomberg.  more ...
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Bits Blog: Laurene Powell Jobs and Anonymous Giving in Silicon Valley
AAPL  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 24, 08:09AM from (bits.blogs.nytimes.com)
Silicon Valley’s billionaires have long been criticized for not giving away enough money, but there are signs that some,  more ...
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Cisco Completes Acquisition of Ubiquisys
CSCO  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - May 24, 08:00AM from (www.marketwire.com)

SAN JOSE, CA--(Marketwired - May 24, 2013) - Cisco (NASDAQ: CSCO) today announced it has completed the acquisition  more ...
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Uralkali Delay May Damp Canpotex's China-Price Growth, VTB Says
MOS  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 24, 07:31AM from (www.bloomberg.com)
OAO Uralkali’s plan to skip a second-half potash contract with China reduces the scope for rival supplier Canpotex Ltd.  more ...
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Apple's Tax Magic Leaves Irish Bondholders Unmoved: Euro Credit
AAPL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 24, 03:55AM from (www.bloomberg.com)
As Ireland’s leaders try to limit the fallout from the tax crossfire between Apple Inc. (AAPL) and U.S. politicians, bond markets suggest they don’t have to worry.
 more ...
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PREMIUM PARTNER CONTENT
Member Q&A - Margin Pressure on Smartphone Component Suppliers
AAPL  CRUS  QCOM  RFMD  TQNT  BRCM  AVGO  
Posted by nextinning ( track member | ignore member ) - May 23, 10:05PM
Q) I read your post regarding Cirrus Logic (CRUS) pricing. I also saw some analysts commenting that this could be read-through  more ...
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Google Said to Consider Buying Waze Presaging Bidding War
AAPL  MSFT  GOOG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 08:20PM from (www.bloomberg.com)
Google Inc. (GOOG), maker of the Android operating system, is considering buying map-software provider Waze Inc., setting  more ...
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Wolfson Looks to Future With Washing Machines You Can Talk to
AAPL  CRUS  QCOM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 07:26PM from (www.bloomberg.com)
Wolfson Microelectronics Plc (WLF) survived three “innovate or die moments” four years ago, said Chief Executive Officer  more ...
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PREMIUM PARTNER CONTENT
Member Q&A - Checking Cirrus Logic's (CRUS) Temperature
AAPL  CRUS  
Posted by nextinning ( track member | ignore member ) - May 23, 07:23PM
Q) I know you've been less than sanguine about Cirrus Logic's (CRUS) prospects. Is it worth a look at current levels?
 more ...
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