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Bedell Investment Counselling

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-16Fund Class: Institution

Transactions: Currently showing holdings/transactions Filed between 2009-08-18 and 2009-11-16
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

Hypotheticals
Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 
Base Value:$153,748,392Current Value:$160,064,273
Change:$6,315,88 1 Performance:4.10 %

Worst Move:Lost $-361,971 on changes made with Apple Inc (AAPL) buying shares when price went down.
Best Move:Made $4,013,445 on changes made with Google Inc (GOOG) buying shares when price went up.
Best Save:Saved $-419,625 on changes made with General Electric Co (GE) selling shares when price went down.
Missed Move:Missed $207,157 on changes made with Google Inc (GOOG) selling shares when price went up.

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Contact Information

200 Pringle Avenue Suite 450,Walnut Creek Ca 94596,,
Phone: 9259320344 Fax: Website:

Symbols

Unknown

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
13F-HR2009-08-312009-06-30edgar/data/1388142/0001388142-09-000012.txt
13F-HR/A2009-09-012009-06-30edgar/data/1388142/0001388142-09-000015.txt
13F-HR2009-11-162009-09-30edgar/data/1388142/0001388142-09-000017.txt

Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History News Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-162009-09-30 13F-HRMorgan Stanley Cap Tr ViiMSZUSDiversified Finan Serv 77,638Added More62,390409.16 %---- % News Article History of Bedell Investment Counselling Ownership Of Morgan Stanley Cap Tr Vii
2009-11-162009-09-30 13F-HRJohnson And JohnsonJNJUSMedical Products 71,666Added More30,84675.56 %$4,456,909$4,465,508$8,6000.19 % $3,702News Article History of Bedell Investment Counselling Ownership Of Johnson And Johnson
2009-11-162009-09-30 13F-HRDiageo PlcDEODEBeverages-Wine/Spirits 23,005Sold Some-4,549-16.50 %$1,574,692$1,563,190$-11,503-0.73 % $2,275News Article History of Bedell Investment Counselling Ownership Of Diageo Plc
2009-11-162009-09-30 13F-HRVerizon Communications IncVZUSTelephone-Integrated 9,132Added More6,356228.96 %$276,974$277,887$9130.32 % $636News Article History of Bedell Investment Counselling Ownership Of Verizon Communications Inc
2009-11-162009-09-30 13F-HRPepsico IncncPEPUSBeverages-Non-Alcoholic 3,500New Holding3,500100 %$218,505$217,280$-1,225-0.56 % $-1,225News Article History of Bedell Investment Counselling Ownership Of Pepsico Incnc
2009-11-162009-09-30 13F-HRBerkshire Hathaway IncBRK.AUSReinsurance 82New Holding82100 %---- % News Article History of Bedell Investment Counselling Ownership Of Berkshire Hathaway Inc
2009-11-162009-09-30 13F-HRMcdonalds CorpMCDUSRetail-Restaurants 59,960Added More32,503118.37 %$3,869,219$3,835,641$-33,578-0.86 % $-18,202News Article History of Bedell Investment Counselling Ownership Of Mcdonalds Corp
2009-11-162009-09-30 13F-HRCisco Systems IncCSCOUSNetworking Products 111,825Added More91,307445.00 %$2,669,263$2,623,415$-45,848-1.71 % $-37,436News Article History of Bedell Investment Counselling Ownership Of Cisco Systems Inc
2009-11-162009-09-30 13F-HRInternational Business Machines CorpIBMUSComputers 31,615Added More7782.52 %$4,053,359$4,013,840$-39,519-0.97 % $-973News Article History of Bedell Investment Counselling Ownership Of International Business Machines Corp
2009-11-162009-09-30 13F-HRSunpower CorpSPWRUSEnergy-Alternate Sources 6,925Sold Some-6,428-48.13 %---- % News Article History of Bedell Investment Counselling Ownership Of Sunpower Corp
2009-11-162009-09-30 13F-HRMonsanto CoMONUSAgricultural Chemicals 38,271Added More9,93635.06 %$2,871,473$3,064,742$193,2696.73 % $50,177News Article History of Bedell Investment Counselling Ownership Of Monsanto Co
2009-11-162009-09-30 13F-HRWells Fargo Cap IvWSFUSUnknown 15,325Added More11,777331.93 %---- % News Article History of Bedell Investment Counselling Ownership Of Wells Fargo Cap Iv
2009-11-162009-09-30 13F-HRChevron CorpCVXBEOil Comp-Integrated 106,929Added More35,58549.87 %$8,405,689$8,208,939$-196,749-2.34 % $-65,476News Article History of Bedell Investment Counselling Ownership Of Chevron Corp
2009-11-162009-09-30 13F-HRApple IncAAPLUSComputers 53,945New Holding53,945100 %$11,146,655$10,784,684$-361,971-3.24 % $-361,971News Article History of Bedell Investment Counselling Ownership Of Apple Inc
2009-11-162009-09-30 13F-HRMarvell Technology Group LtdMRVLBMSemicon Compo-Intg Circu 131,638New Holding131,638100 %$2,137,801$2,011,429$-126,372-5.91 % $-126,372News Article History of Bedell Investment Counselling Ownership Of Marvell Technology Group Ltd
2009-11-162009-09-30 13F-HRValero Energy CorpVLOUSOil Refining And Marketing 20,190Added More16,459441.14 %$344,643$332,529$-12,114-3.51 % $-9,875News Article History of Bedell Investment Counselling Ownership Of Valero Energy Corp
2009-11-162009-09-30 13F-HRAt And T IncTUSTelephone-Integrated 87,870Added More66,242306.27 %$2,310,102$2,286,377$-23,725-1.02 % $-17,885News Article History of Bedell Investment Counselling Ownership Of At And T Inc
2009-11-162009-09-30 13F-HRBank Of America CorpBACUSSuper-Regional Banks-Us 78,285New Holding78,285100 %$1,242,383$1,259,606$17,2231.38 % $17,223News Article History of Bedell Investment Counselling Ownership Of Bank Of America Corp
2009-11-162009-09-30 13F-HRTeva Pharmaceutical Industries LtdTEVAILMedical-Generic Drugs 73,220Added More37,688106.06 %$3,866,748$3,860,158$-6,590-0.17 % $-3,392News Article History of Bedell Investment Counselling Ownership Of Teva Pharmaceutical Industries Ltd
2009-11-162009-09-30 13F-HRSuntech Power Holdings Co LtdSTPKYEnergy-Alternate Sources 88,090Added More79,519927.76 %$1,353,943$1,337,206$-16,737-1.23 % $-15,109News Article History of Bedell Investment Counselling Ownership Of Suntech Power Holdings Co Ltd
2009-11-162009-09-30 13F-HRGenco Shipping And Trading LtdGNKMHTransport-Marine 71,590Added More57,404404.65 %$1,977,316$1,822,681$-154,634-7.82 % $-123,993News Article History of Bedell Investment Counselling Ownership Of Genco Shipping And Trading Ltd
2009-11-162009-09-30 13F-HRIntel CorpINTCUSElectronic Compo-Semicon 15,046Added More12,241436.39 %$304,381$289,485$-14,896-4.89 % $-12,119News Article History of Bedell Investment Counselling Ownership Of Intel Corp
2009-11-162009-09-30 13F-HRExxon Mobil CorpXOMUSOil Comp-Integrated 96,024Added More32,60651.41 %$7,147,066$7,142,265$-4,801-0.06 % $-1,630News Article History of Bedell Investment Counselling Ownership Of Exxon Mobil Corp
2009-11-162009-09-30 13F-HRCoca-Cola CotheKOCHBeverages-Non-Alcoholic 85,016Added More46,811122.52 %$4,823,808$4,886,720$62,9121.30 % $34,640News Article History of Bedell Investment Counselling Ownership Of Coca-Cola Cothe
2009-11-162009-09-30 13F-HRThermo Fisher Scientific IncTMOUSInstruments-Scientific 0Sold All-10,610-100 %---2.32 % $-11,247News Article History of Bedell Investment Counselling Ownership Of Thermo Fisher Scientific Inc
2009-11-162009-09-30 13F-HRGeneral Electric CoGEUSDiversified Manufact Op 20,800Added More10,477101.49 %$332,800$324,272$-8,528-2.56 % $-4,296News Article History of Bedell Investment Counselling Ownership Of General Electric Co
2009-11-162009-09-30 13F-HRDevon Energy CorpDVNUSOil Comp-Explor And Prodtn 58,429Added More29,14999.55 %$4,147,875$3,943,958$-203,917-4.91 % $-101,730News Article History of Bedell Investment Counselling Ownership Of Devon Energy Corp
2009-11-162009-09-30 13F-HRCostco Wholesale CorpCOSTUSRetail-Discount 60,545Added More32,539116.18 %$3,700,510$3,636,333$-64,178-1.73 % $-34,491News Article History of Bedell Investment Counselling Ownership Of Costco Wholesale Corp
2009-11-162009-09-30 13F-HRTarget CorpTGTUSRetail-Discount 54,200New Holding54,200100 %$2,725,718$2,572,332$-153,386-5.62 % $-153,386News Article History of Bedell Investment Counselling Ownership Of Target Corp
2009-11-162009-09-30 13F-HRXto Energy IncXTOUSOil Comp-Explor And Prodtn 85,842Added More52,177154.98 %$3,749,579$3,528,965$-220,614-5.88 % $-134,095News Article History of Bedell Investment Counselling Ownership Of Xto Energy Inc
2009-11-162009-09-30 13F-HRProcter And Gamble CoPGCHCosmetics And Toiletries 4,102New Holding4,102100 %$255,432$253,504$-1,928-0.75 % $-1,928News Article History of Bedell Investment Counselling Ownership Of Procter And Gamble Co
2009-11-162009-09-30 13F-HRWalt Disney CotheDISUSMultimedia 79,521Added More61,091331.47 %$2,441,295$2,386,425$-54,869-2.24 % $-42,153News Article History of Bedell Investment Counselling Ownership Of Walt Disney Cothe
2009-11-162009-09-30 13F-HRFirst Solar IncFSLRUSEnergy-Alternate Sources 18,265New Holding18,265100 %$2,254,084$2,213,353$-40,731-1.80 % $-40,731News Article History of Bedell Investment Counselling Ownership Of First Solar Inc
2009-11-162009-09-30 13F-HRGilead Sciences IncGILDUSTherapeutics 52,934Added More30,783138.96 %$2,510,660$2,455,608$-55,051-2.19 % $-32,014News Article History of Bedell Investment Counselling Ownership Of Gilead Sciences Inc
2009-11-162009-09-30 13F-HRFluor CorpFLRUSEngineering/R And D Services 50,983New Holding50,983100 %$2,308,510$2,259,567$-48,944-2.12 % $-48,944News Article History of Bedell Investment Counselling Ownership Of Fluor Corp
2009-11-162009-09-30 13F-HREbix IncEBIXUSApplications Software 43,915Added More20,76289.67 %$2,396,881$2,182,576$-214,305-8.94 % $-101,319News Article History of Bedell Investment Counselling Ownership Of Ebix Inc
2009-11-162009-09-30 13F-HRGoogle IncGOOGUSWeb Portals/Isp 12,771Sold Some-32,778-71.96 %$7,359,672$7,278,959$-80,713-1.09 % $207,157News Article History of Bedell Investment Counselling Ownership Of Google Inc
2009-09-012009-06-30 13F-HR/AMcdonalds CorpMCDUSRetail-Restaurants 27,457Sold Some-13,328-32.67 %$1,527,707$1,756,424$228,71714.97 % $-111,022News Article History of Bedell Investment Counselling Ownership Of Mcdonalds Corp
2009-09-012009-06-30 13F-HR/AThermo Fisher Scientific IncTMOUSInstruments-Scientific 10,610Sold Some-25,265-70.42 %$474,585$494,002$19,4164.09 % $-46,235News Article History of Bedell Investment Counselling Ownership Of Thermo Fisher Scientific Inc
2009-09-012009-06-30 13F-HR/AValero Energy CorpVLOUSOil Refining And Marketing 3,731Sold Some-19,759-84.11 %$68,016$61,450$-6,567-9.65 % $34,776News Article History of Bedell Investment Counselling Ownership Of Valero Energy Corp
2009-09-012009-06-30 13F-HR/AIndustrial Distribution Group IncIDGUSUnknown 0Sold All-54,300-100 %---- % News Article History of Bedell Investment Counselling Ownership Of Industrial Distribution Group Inc
2009-09-012009-06-30 13F-HR/AMorgan Stanley Cap Tr ViiMSZUSDiversified Finan Serv 15,248Sold Some-10,390-40.52 %---- % News Article History of Bedell Investment Counselling Ownership Of Morgan Stanley Cap Tr Vii
2009-09-012009-06-30 13F-HR/ASunpower CorpSPWRUSEnergy-Alternate Sources 13,353Sold Some-38,877-74.43 %---- % News Article History of Bedell Investment Counselling Ownership Of Sunpower Corp
2009-09-012009-06-30 13F-HR/AGenco Shipping And Trading LtdGNKMHTransport-Marine 14,186Sold Some-43,579-75.44 %$265,136$361,176$96,03936.22 % $-295,030News Article History of Bedell Investment Counselling Ownership Of Genco Shipping And Trading Ltd
2009-09-012009-06-30 13F-HR/AXto Energy IncXTOUSOil Comp-Explor And Prodtn 33,665Sold Some-46,795-58.15 %$1,274,220$1,383,968$109,7488.61 % $-152,552News Article History of Bedell Investment Counselling Ownership Of Xto Energy Inc
2009-09-012009-06-30 13F-HR/AEbix IncEBIXUSApplications Software 23,153New Holding23,153100 %$1,160,428$1,150,704$-9,724-0.83 % $-9,724News Article History of Bedell Investment Counselling Ownership Of Ebix Inc
2009-09-012009-06-30 13F-HR/ADiageo PlcDEODEBeverages-Wine/Spirits 27,554Sold Some-21,516-43.84 %$1,707,797$1,872,294$164,4979.63 % $-128,451News Article History of Bedell Investment Counselling Ownership Of Diageo Plc
2009-09-012009-06-30 13F-HR/ADeutsche Bk Cap Fdg Tr ViiiDUAUSDiversified Finan Serv 0Sold All-31,300-100 %---- % News Article History of Bedell Investment Counselling Ownership Of Deutsche Bk Cap Fdg Tr Viii
2009-09-012009-06-30 13F-HR/AWells Fargo Cap IvWSFUSUnknown 3,548Sold Some-11,777-76.84 %---- % News Article History of Bedell Investment Counselling Ownership Of Wells Fargo Cap Iv
2009-09-012009-06-30 13F-HR/ATeva Pharmaceutical Industries LtdTEVAILMedical-Generic Drugs 35,532Sold Some-41,483-53.86 %$1,815,330$1,873,247$57,9173.19 % $-67,617News Article History of Bedell Investment Counselling Ownership Of Teva Pharmaceutical Industries Ltd
2009-09-012009-06-30 13F-HR/AExxon Mobil CorpXOMUSOil Comp-Integrated 63,418Sold Some-25,731-28.86 %$4,338,425$4,717,031$378,6058.72 % $-153,614News Article History of Bedell Investment Counselling Ownership Of Exxon Mobil Corp
2009-09-012009-06-30 13F-HR/ADevon Energy CorpDVNUSOil Comp-Explor And Prodtn 29,280Sold Some-22,402-43.34 %$1,751,530$1,976,400$224,87012.83 % $-172,047News Article History of Bedell Investment Counselling Ownership Of Devon Energy Corp
2009-09-012009-06-30 13F-HR/AWalt Disney CotheDISUSMultimedia 18,430Sold Some-58,321-75.98 %$473,282$553,084$79,80216.86 % $-252,530News Article History of Bedell Investment Counselling Ownership Of Walt Disney Cothe
2009-09-012009-06-30 13F-HR/AGilead Sciences IncGILDUSTherapeutics 22,151Sold Some-14,449-39.47 %$999,453$1,027,585$28,1322.81 % $-18,350News Article History of Bedell Investment Counselling Ownership Of Gilead Sciences Inc
2009-09-012009-06-30 13F-HR/AGoogle IncGOOGUSWeb Portals/Isp 45,549Added More35,144337.76 %$20,759,412$25,961,108$5,201,69625.05 % $4,013,445News Article History of Bedell Investment Counselling Ownership Of Google Inc
2009-09-012009-06-30 13F-HR/AJohnson And JohnsonJNJUSMedical Products 40,820Sold Some-28,797-41.36 %$2,446,751$2,543,494$96,7433.95 % $-68,249News Article History of Bedell Investment Counselling Ownership Of Johnson And Johnson
2009-09-012009-06-30 13F-HR/AVerizon Communications IncVZUSTelephone-Integrated 2,776Sold Some-6,959-71.48 %$84,307$84,474$1670.19 % $-418News Article History of Bedell Investment Counselling Ownership Of Verizon Communications Inc
2009-09-012009-06-30 13F-HR/ACisco Systems IncCSCOUSNetworking Products 20,518Sold Some-91,207-81.63 %$434,366$481,352$46,98610.81 % $-208,864News Article History of Bedell Investment Counselling Ownership Of Cisco Systems Inc
2009-09-012009-06-30 13F-HR/AInternational Business Machines CorpIBMUSComputers 30,837Added More20,992213.22 %$3,598,370$3,915,066$316,6968.80 % $215,588News Article History of Bedell Investment Counselling Ownership Of International Business Machines Corp
2009-09-012009-06-30 13F-HR/AMonsanto CoMONUSAgricultural Chemicals 28,335Added More5,62924.79 %$2,321,770$2,269,067$-52,703-2.26 % $-10,470News Article History of Bedell Investment Counselling Ownership Of Monsanto Co
2009-09-012009-06-30 13F-HR/AChevron CorpCVXBEOil Comp-Integrated 71,344Sold Some-31,188-30.41 %$4,885,637$5,477,079$591,44212.10 % $-258,549News Article History of Bedell Investment Counselling Ownership Of Chevron Corp
2009-09-012009-06-30 13F-HR/AAt And T IncTUSTelephone-Integrated 21,628Sold Some-69,316-76.21 %$548,486$562,761$14,2742.60 % $-45,749News Article History of Bedell Investment Counselling Ownership Of At And T Inc
2009-09-012009-06-30 13F-HR/ASuntech Power Holdings Co LtdSTPKYEnergy-Alternate Sources 8,571Sold Some-59,279-87.36 %$113,823$130,108$16,28514.30 % $-112,630News Article History of Bedell Investment Counselling Ownership Of Suntech Power Holdings Co Ltd
2009-09-012009-06-30 13F-HR/AIntel CorpINTCUSElectronic Compo-Semicon 2,805Sold Some-16,910-85.77 %$55,315$53,968$-1,346-2.43 % $8,117News Article History of Bedell Investment Counselling Ownership Of Intel Corp
2009-09-012009-06-30 13F-HR/ACoca-Cola CotheKOCHBeverages-Non-Alcoholic 38,205Sold Some-38,081-49.91 %$1,854,089$2,196,023$341,93518.44 % $-340,825News Article History of Bedell Investment Counselling Ownership Of Coca-Cola Cothe
2009-09-012009-06-30 13F-HR/AGeneral Electric CoGEUSDiversified Manufact Op 10,323Sold Some-186,500-94.75 %$137,709$160,936$23,22716.86 % $-419,625News Article History of Bedell Investment Counselling Ownership Of General Electric Co
2009-09-012009-06-30 13F-HR/ACostco Wholesale CorpCOSTUSRetail-Discount 28,006Sold Some-32,174-53.46 %$1,418,504$1,682,040$263,53618.57 % $-302,757News Article History of Bedell Investment Counselling Ownership Of Costco Wholesale Corp
2009-09-012009-06-30 13F-HR/AProcter And Gamble CoPGCHCosmetics And Toiletries 0Sold All-5,814-100 %---16.55 % $-51,047News Article History of Bedell Investment Counselling Ownership Of Procter And Gamble Co
Returned 68 Records!
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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
Note: For security reasons, only (A-Z,a-z,0-9,space,period,colon,comma,forward slash,at) can be inputed - all others are stripped automatically!
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