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Bedell Investment Counselling

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

Last Activity: 2009-04-29Fund Class: Institution

Transactions: Currently showing holdings/transactions Filed between 2009-01-29 and 2009-04-29
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-06

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:$117,832,575Current Value:$130,704,303
Change:$12,871,72 8 Performance:10.92 %

Worst Move:Lost $-309,029 on changes made with Monsanto Co (MON) buying shares when price went down.
Best Move:Made $298,138 on changes made with Mcdonalds Corp (MCD) buying shares when price went up.
Best Save:Saved $-1,966,890 on changes made with Goldman Sachs Group Incthe (GS) selling shares when price went down.
Missed Move:Missed $199,885 on changes made with Amerigroup Corp (AGP) 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-HR2009-01-292008-12-31edgar/data/1388142/0001388142-09-000004.txt
13F-HR2009-04-292009-03-31edgar/data/1388142/0001388142-09-000007.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
2009-04-292009-03-31 13F-HRJohnson And JohnsonJNJUSMedical Products 69,617Added More5210.75 %$3,552,556$4,197,905$645,35018.16 % $4,830News Article History of Bedell Investment Counselling Ownership Of Johnson And Johnson
2009-04-292009-03-31 13F-HRCisco Systems IncCSCOUSNetworking Products 111,725Added More2,3502.14 %$2,150,706$2,661,290$510,58323.74 % $10,740News Article History of Bedell Investment Counselling Ownership Of Cisco Systems Inc
2009-04-292009-03-31 13F-HRWells Fargo Cap IvWSFUSUnknown 15,325Added More9006.23 %---- % News Article History of Bedell Investment Counselling Ownership Of Wells Fargo Cap Iv
2009-04-292009-03-31 13F-HRVerizon Communications IncVZUSTelephone-Integrated 9,735Sold Some-488-4.77 %$296,041$287,767$-8,275-2.79 % $415News Article History of Bedell Investment Counselling Ownership Of Verizon Communications Inc
2009-04-292009-03-31 13F-HRMcdonalds CorpMCDUSRetail-Restaurants 40,785New Holding40,785100 %$2,219,112$2,517,250$298,13813.43 % $298,138News Article History of Bedell Investment Counselling Ownership Of Mcdonalds Corp
2009-04-292009-03-31 13F-HRSunpower CorpSPWRUSEnergy-Alternate Sources 52,230Added More11,60028.55 %---- % News Article History of Bedell Investment Counselling Ownership Of Sunpower Corp
2009-04-292009-03-31 13F-HRInternational Business Machines CorpIBMUSComputers 9,845Added More1,82522.75 %$1,024,274$1,215,759$191,48518.69 % $35,496News Article History of Bedell Investment Counselling Ownership Of International Business Machines Corp
2009-04-292009-03-31 13F-HRTeva Pharmaceutical Industries LtdTEVAILMedical-Generic Drugs 77,015Added More1,5001.98 %$3,414,845$4,007,090$592,24517.34 % $11,535News Article History of Bedell Investment Counselling Ownership Of Teva Pharmaceutical Industries Ltd
2009-04-292009-03-31 13F-HRValero Energy CorpVLOUSOil Refining And Marketing 23,490Sold Some-2,700-10.30 %$481,310$406,142$-75,168-15.61 % $8,640News Article History of Bedell Investment Counselling Ownership Of Valero Energy Corp
2009-04-292009-03-31 13F-HRExxon Mobil CorpXOMUSOil Comp-Integrated 89,149Added More3,3453.89 %$6,101,358$6,470,434$369,0776.04 % $13,848News Article History of Bedell Investment Counselling Ownership Of Exxon Mobil Corp
2009-04-292009-03-31 13F-HRGenco Shipping And Trading LtdGNKMHTransport-Marine 57,765Sold Some-3,280-5.37 %$1,012,043$1,203,245$191,20218.89 % $-10,857News Article History of Bedell Investment Counselling Ownership Of Genco Shipping And Trading Ltd
2009-04-292009-03-31 13F-HRAegon N VAEFDEUnknown 0Sold All-29,200-100 %---- % News Article History of Bedell Investment Counselling Ownership Of Aegon N V
2009-04-292009-03-31 13F-HRAegon N VAEFDEUnknown 0Sold All-49,310-100 %---- % News Article History of Bedell Investment Counselling Ownership Of Aegon N V
2009-04-292009-03-31 13F-HRMonsanto CoMONUSAgricultural Chemicals 22,706New Holding22,706100 %$1,878,922$1,569,893$-309,029-16.44 % $-309,029News Article History of Bedell Investment Counselling Ownership Of Monsanto Co
2009-04-292009-03-31 13F-HRGenentech IncDNAUSMedical-Biomedical/Gene 0Sold All-45,105-100 %---- % News Article History of Bedell Investment Counselling Ownership Of Genentech Inc
2009-04-292009-03-31 13F-HRIng Groep NvINGUSUnknown 0Sold All-10,900-100 %---63.22 % $-59,405News Article History of Bedell Investment Counselling Ownership Of Ing Groep Nv
2009-04-292009-03-31 13F-HRThermo Fisher Scientific IncTMOUSInstruments-Scientific 35,875Sold Some-4,850-11.90 %$1,217,956$1,610,070$392,11432.19 % $-53,011News Article History of Bedell Investment Counselling Ownership Of Thermo Fisher Scientific Inc
2009-04-292009-03-31 13F-HRChevron CorpCVXBEOil Comp-Integrated 102,532Added More9,51910.23 %$6,927,062$7,949,306$1,022,24414.75 % $94,904News Article History of Bedell Investment Counselling Ownership Of Chevron Corp
2009-04-292009-03-31 13F-HRDevon Energy CorpDVNUSOil Comp-Explor And Prodtn 51,682Added More14,17037.77 %$2,715,889$3,516,443$800,55429.47 % $219,493News Article History of Bedell Investment Counselling Ownership Of Devon Energy Corp
2009-04-292009-03-31 13F-HRAmerigroup CorpAGPUSMedical-Hmo 0Sold All-22,535-100 %----28.72 % $199,885News Article History of Bedell Investment Counselling Ownership Of Amerigroup Corp
2009-04-292009-03-31 13F-HRXto Energy IncXTOUSOil Comp-Explor And Prodtn 80,460Sold Some-3,350-3.99 %$2,837,020$3,479,895$642,87522.66 % $-26,767News Article History of Bedell Investment Counselling Ownership Of Xto Energy Inc
2009-04-292009-03-31 13F-HRAt And T IncTUSTelephone-Integrated 90,944Added More13,29717.12 %$2,320,891$2,358,178$37,2871.60 % $5,452News Article History of Bedell Investment Counselling Ownership Of At And T Inc
2009-04-292009-03-31 13F-HRWalt Disney CotheDISUSMultimedia 76,751Added More1,8732.50 %$1,612,539$2,192,009$579,47035.93 % $14,141News Article History of Bedell Investment Counselling Ownership Of Walt Disney Cothe
2009-04-292009-03-31 13F-HRSuntech Power Holdings Co LtdSTPKYEnergy-Alternate Sources 67,850Added More21,08045.07 %$966,184$861,695$-104,489-10.81 % $-32,463News Article History of Bedell Investment Counselling Ownership Of Suntech Power Holdings Co Ltd
2009-04-292009-03-31 13F-HRGilead Sciences IncGILDUSTherapeutics 36,600New Holding36,600100 %$1,718,736$1,693,116$-25,620-1.49 % $-25,620News Article History of Bedell Investment Counselling Ownership Of Gilead Sciences Inc
2009-04-292009-03-31 13F-HREi Du Pont De Nemours And CoDDUSChemicals-Diversified 0Sold All-62,372-100 %---19.12 % $-334,314News Article History of Bedell Investment Counselling Ownership Of Ei Du Pont De Nemours And Co
2009-04-292009-03-31 13F-HRIndustrial Distribution Group IncIDGUSUnknown 54,300Sold Some-3,000-5.23 %---- % News Article History of Bedell Investment Counselling Ownership Of Industrial Distribution Group Inc
2009-04-292009-03-31 13F-HRIntel CorpINTCUSElectronic Compo-Semicon 19,715Added More1,4007.64 %$302,625$373,205$70,58023.32 % $5,012News Article History of Bedell Investment Counselling Ownership Of Intel Corp
2009-04-292009-03-31 13F-HRHewlett-Packard CoHPQUSComputers 0Sold All-5,814-100 %---34.86 % $-73,896News Article History of Bedell Investment Counselling Ownership Of Hewlett-Packard Co
2009-04-292009-03-31 13F-HRDiageo PlcDEODEBeverages-Wine/Spirits 49,070Sold Some-3,795-7.17 %$2,338,186$3,267,081$928,89539.72 % $-71,839News Article History of Bedell Investment Counselling Ownership Of Diageo Plc
2009-04-292009-03-31 13F-HRCoca-Cola CotheKOCHBeverages-Non-Alcoholic 76,286Added More4,5756.37 %$3,258,175$4,156,824$898,64927.58 % $53,894News Article History of Bedell Investment Counselling Ownership Of Coca-Cola Cothe
2009-04-292009-03-31 13F-HRGoogle IncGOOGUSWeb Portals/Isp 10,405Sold Some-200-1.88 %$4,073,245$5,734,196$1,660,95040.77 % $-31,926News Article History of Bedell Investment Counselling Ownership Of Google Inc
2009-04-292009-03-31 13F-HRGeneral Electric CoGEUSDiversified Manufact Op 196,823Added More81,57870.78 %$2,405,177$3,017,297$612,12025.45 % $253,708News Article History of Bedell Investment Counselling Ownership Of General Electric Co
2009-04-292009-03-31 13F-HRMorgan Stanley Cap Tr ViiMSZUSDiversified Finan Serv 25,638New Holding25,638100 %---- % News Article History of Bedell Investment Counselling Ownership Of Morgan Stanley Cap Tr Vii
2009-04-292009-03-31 13F-HRCostco Wholesale CorpCOSTUSRetail-Discount 60,180Added More5,2259.50 %$2,868,781$3,575,294$706,51324.62 % $61,342News Article History of Bedell Investment Counselling Ownership Of Costco Wholesale Corp
2009-04-292009-03-31 13F-HRCitigroup IncCUSFinance-Invest Bnkr/Brkr 0Sold All-19,530-100 %---30.12 % $-18,358News Article History of Bedell Investment Counselling Ownership Of Citigroup Inc
2009-04-292009-03-31 13F-HRDeutsche Bk Cap Fdg Tr ViiiDUAUSDiversified Finan Serv 31,300Sold Some-2,000-6.00 %---- % News Article History of Bedell Investment Counselling Ownership Of Deutsche Bk Cap Fdg Tr Viii
2009-04-292009-03-31 13F-HRProcter And Gamble CoPGCHCosmetics And Toiletries 5,814Sold Some-315-5.13 %$293,142$354,887$61,74521.06 % $-3,345News Article History of Bedell Investment Counselling Ownership Of Procter And Gamble Co
2009-01-292008-12-31 13F-HRTarget CorpTGTUSRetail-Discount 0Sold All-52,800-100 %---51.98 % $-897,600News Article History of Bedell Investment Counselling Ownership Of Target Corp
2009-01-292008-12-31 13F-HRProcter And Gamble CoPGCHCosmetics And Toiletries 6,129Added More60811.01 %$356,830$374,114$17,2844.84 % $1,715News Article History of Bedell Investment Counselling Ownership Of Procter And Gamble Co
2009-01-292008-12-31 13F-HRAegon N VAEFDEUnknown 29,200Sold Some-21,110-41.95 %$386,900--- % News Article History of Bedell Investment Counselling Ownership Of Aegon N V
2009-01-292008-12-31 13F-HRCisco Systems IncCSCOUSNetworking Products 109,375Sold Some-7,025-6.03 %$1,742,344$2,605,313$862,96949.52 % $-55,427News Article History of Bedell Investment Counselling Ownership Of Cisco Systems Inc
2009-01-292008-12-31 13F-HRThermo Fisher Scientific IncTMOUSInstruments-Scientific 40,725Sold Some-9,375-18.71 %$1,487,684$1,827,738$340,05422.85 % $-78,281News Article History of Bedell Investment Counselling Ownership Of Thermo Fisher Scientific Inc
2009-01-292008-12-31 13F-HRValero Energy CorpVLOUSOil Refining And Marketing 26,190Sold Some-5,550-17.48 %$646,631$452,825$-193,806-29.97 % $41,070News Article History of Bedell Investment Counselling Ownership Of Valero Energy Corp
2009-01-292008-12-31 13F-HRIndustrial Distribution Group IncIDGUSUnknown 57,300No Change00 %$747,765--- % News Article History of Bedell Investment Counselling Ownership Of Industrial Distribution Group Inc
2009-01-292008-12-31 13F-HRSunpower CorpSPWRUSEnergy-Alternate Sources 40,630Added More8,13025.01 %---- % News Article History of Bedell Investment Counselling Ownership Of Sunpower Corp
2009-01-292008-12-31 13F-HRGenco Shipping And Trading LtdGNKMHTransport-Marine 61,045Sold Some-2,845-4.45 %$963,901$1,271,567$307,66731.91 % $-14,339News Article History of Bedell Investment Counselling Ownership Of Genco Shipping And Trading Ltd
2009-01-292008-12-31 13F-HRXto Energy IncXTOUSOil Comp-Explor And Prodtn 83,810Added More21,56034.63 %$3,155,447$3,624,783$469,33614.87 % $120,736News Article History of Bedell Investment Counselling Ownership Of Xto Energy Inc
2009-01-292008-12-31 13F-HRDiageo PlcDEODEBeverages-Wine/Spirits 52,865Added More8,44519.01 %$2,822,462$3,519,752$697,28924.70 % $111,390News Article History of Bedell Investment Counselling Ownership Of Diageo Plc
2009-01-292008-12-31 13F-HRDeutsche Bk Cap Fdg Tr ViiiDUAUSDiversified Finan Serv 33,300Sold Some-1,000-2.91 %$459,207--- % News Article History of Bedell Investment Counselling Ownership Of Deutsche Bk Cap Fdg Tr Viii
2009-01-292008-12-31 13F-HRWells Fargo Cap IvWSFUSUnknown 14,425Sold Some-1,000-6.48 %$335,237--- % News Article History of Bedell Investment Counselling Ownership Of Wells Fargo Cap Iv
2009-01-292008-12-31 13F-HRTeva Pharmaceutical Industries LtdTEVAILMedical-Generic Drugs 75,515Added More6,7309.78 %$3,169,365$3,929,045$759,68123.96 % $67,704News Article History of Bedell Investment Counselling Ownership Of Teva Pharmaceutical Industries Ltd
2009-01-292008-12-31 13F-HRExxon Mobil CorpXOMUSOil Comp-Integrated 85,804Added More3,1243.77 %$6,606,908$6,227,654$-379,254-5.74 % $-13,808News Article History of Bedell Investment Counselling Ownership Of Exxon Mobil Corp
2009-01-292008-12-31 13F-HRGenentech IncDNAUSMedical-Biomedical/Gene 45,105Added More500.11 %$3,792,879--- % News Article History of Bedell Investment Counselling Ownership Of Genentech Inc
2009-01-292008-12-31 13F-HRDevon Energy CorpDVNUSOil Comp-Explor And Prodtn 37,512Added More2,8258.14 %$2,357,254$2,552,316$195,0628.27 % $14,690News Article History of Bedell Investment Counselling Ownership Of Devon Energy Corp
2009-01-292008-12-31 13F-HRWalt Disney CotheDISUSMultimedia 74,878Sold Some-2,050-2.66 %$1,591,158$2,138,516$547,35834.40 % $-14,986News Article History of Bedell Investment Counselling Ownership Of Walt Disney Cothe
2009-01-292008-12-31 13F-HRHewlett-Packard CoHPQUSComputers 5,814Added More87517.71 %$208,897$285,816$76,91936.82 % $11,576News Article History of Bedell Investment Counselling Ownership Of Hewlett-Packard Co
2009-01-292008-12-31 13F-HRGoogle IncGOOGUSWeb Portals/Isp 10,605Added More1,24113.25 %$3,640,909$5,844,416$2,203,50760.52 % $257,855News Article History of Bedell Investment Counselling Ownership Of Google Inc
2009-01-292008-12-31 13F-HRCitigroup IncCUSFinance-Invest Bnkr/Brkr 19,530Added More1,3007.13 %$76,167$79,292$3,1254.10 % $208News Article History of Bedell Investment Counselling Ownership Of Citigroup Inc
2009-01-292008-12-31 13F-HRJohnson And JohnsonJNJUSMedical Products 69,096Added More4,7877.44 %$4,026,915$4,166,489$139,5743.46 % $9,670News Article History of Bedell Investment Counselling Ownership Of Johnson And Johnson
2009-01-292008-12-31 13F-HRGoldman Sachs Group InctheGSUSFinance-Invest Bnkr/Brkr 0Sold All-22,085-100 %---107.66 % $-1,966,890News Article History of Bedell Investment Counselling Ownership Of Goldman Sachs Group Incthe
2009-01-292008-12-31 13F-HRVerizon Communications IncVZUSTelephone-Integrated 10,223Sold Some-2,584-20.17 %$309,041$302,192$-6,849-2.21 % $1,731News Article History of Bedell Investment Counselling Ownership Of Verizon Communications Inc
2009-01-292008-12-31 13F-HRInternational Business Machines CorpIBMUSComputers 8,020Added More2703.48 %$741,930$990,390$248,46033.48 % $8,365News Article History of Bedell Investment Counselling Ownership Of International Business Machines Corp
2009-01-292008-12-31 13F-HRAegon N VAEFDEUnknown 29,200No Change00 %$386,900--- % News Article History of Bedell Investment Counselling Ownership Of Aegon N V
2009-01-292008-12-31 13F-HRNational Healthcare Exchange Services IncNHCR.OBUSB2b/E-Commerce 0Sold All-14,941-100 %---- % News Article History of Bedell Investment Counselling Ownership Of National Healthcare Exchange Services Inc
2009-01-292008-12-31 13F-HRAegon N VAEFDEUnknown 49,310Added More20,11068.86 %$653,358--- % News Article History of Bedell Investment Counselling Ownership Of Aegon N V
2009-01-292008-12-31 13F-HRAegon N VAEFDEUnknown 49,310Sold Some-1,000-1.98 %$653,358--- % News Article History of Bedell Investment Counselling Ownership Of Aegon N V
2009-01-292008-12-31 13F-HRIng Groep NvINGUSUnknown 10,900No Change00 %$87,309$153,363$66,05475.65 % $0News Article History of Bedell Investment Counselling Ownership Of Ing Groep Nv
2009-01-292008-12-31 13F-HRChevron CorpCVXBEOil Comp-Integrated 93,013Added More9,26211.05 %$6,568,578$7,211,298$642,7209.78 % $64,000News Article History of Bedell Investment Counselling Ownership Of Chevron Corp
2009-01-292008-12-31 13F-HRAmerigroup CorpAGPUSMedical-Hmo 22,535New Holding22,535100 %$641,571$495,995$-145,576-22.69 % $-145,576News Article History of Bedell Investment Counselling Ownership Of Amerigroup Corp
2009-01-292008-12-31 13F-HRAt And T IncTUSTelephone-Integrated 77,647Sold Some-653-0.83 %$1,918,657$2,013,387$94,7294.93 % $-797News Article History of Bedell Investment Counselling Ownership Of At And T Inc
2009-01-292008-12-31 13F-HRSuntech Power Holdings Co LtdSTPKYEnergy-Alternate Sources 46,770Added More3,2757.52 %$440,573$593,979$153,40634.81 % $10,742News Article History of Bedell Investment Counselling Ownership Of Suntech Power Holdings Co Ltd
2009-01-292008-12-31 13F-HREi Du Pont De Nemours And CoDDUSChemicals-Diversified 62,372Sold Some-9,856-13.64 %$1,483,206$2,081,977$598,77140.37 % $-94,618News Article History of Bedell Investment Counselling Ownership Of Ei Du Pont De Nemours And Co
2009-01-292008-12-31 13F-HRIntel CorpINTCUSElectronic Compo-Semicon 18,315Sold Some-7,166-28.12 %$244,872$346,703$101,83141.58 % $-39,843News Article History of Bedell Investment Counselling Ownership Of Intel Corp
2009-01-292008-12-31 13F-HRWalgreen CoWAGUSRetail-Drug Store 0Sold All-6,835-100 %---41.87 % $-79,833News Article History of Bedell Investment Counselling Ownership Of Walgreen Co
2009-01-292008-12-31 13F-HRCoca-Cola CotheKOCHBeverages-Non-Alcoholic 71,711Added More7,11011.00 %$3,123,014$3,907,532$784,51825.12 % $77,783News Article History of Bedell Investment Counselling Ownership Of Coca-Cola Cothe
2009-01-292008-12-31 13F-HRGeneral Electric CoGEUSDiversified Manufact Op 115,245Sold Some-17,320-13.06 %$1,465,916$1,766,706$300,78920.51 % $-45,205News Article History of Bedell Investment Counselling Ownership Of General Electric Co
2009-01-292008-12-31 13F-HRCostco Wholesale CorpCOSTUSRetail-Discount 54,955Added More2,2004.17 %$2,552,660$3,264,877$712,21727.90 % $28,512News Article History of Bedell Investment Counselling Ownership Of Costco Wholesale Corp
Returned 78 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!
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