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Eagle Ridge Investment Management

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

Last Activity: 2009-11-06Fund Class: No Data

Transactions: Currently showing holdings/transactions Filed between 2009-08-08 and 2009-11-06
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:$197,202,365Current Value:$200,324,570
Change:$3,122,20 5 Performance:1.58 %

Worst Move:Lost $-27,758 on changes made with Kohls Corp (KSS) buying shares when price went down.
Best Move:Made $85,164 on changes made with Raytheon Co (RTN) buying shares when price went up.
Best Save:Saved $-26,763 on changes made with Johnson And Johnson (JNJ) selling shares when price went down.
Missed Move:Missed $5,460 on changes made with Bp Plc (BP) selling shares when price went up.

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Contact Information

Unknown

Symbols

Unknown

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
13F-HR2009-11-062009-09-30edgar/data/1445891/0001085146-09-003396.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
2009-11-062009-09-30 13F-HRCisco Systems IncCSCOUSNetworking Products 282,511Added More14,3005.33 %$6,729,412$6,627,708$-101,704-1.51 % $-5,148News Article History of Eagle Ridge Investment Management Ownership Of Cisco Systems Inc
2009-11-062009-09-30 13F-HRWestern Union CotheWUUSCommercial Serv-Finance 0Sold All-12,750-100 %---0.10 % $-255News Article History of Eagle Ridge Investment Management Ownership Of Western Union Cothe
2009-11-062009-09-30 13F-HRUnited Technologies CorpUTXUSAerospace/Defense-Equip 120,431Added More12,85511.94 %$7,836,445$8,185,695$349,2504.45 % $37,280News Article History of Eagle Ridge Investment Management Ownership Of United Technologies Corp
2009-11-062009-09-30 13F-HRWisconsin Energy CorpWECUSElectric-Integrated 0Sold All-12,250-100 %---1.09 % $-6,003News Article History of Eagle Ridge Investment Management Ownership Of Wisconsin Energy Corp
2009-11-062009-09-30 13F-HRPrecision Castparts CorpPCPUSMetal Processors And Fabrica 32,130Added More8,35035.11 %$3,197,578$3,315,816$118,2383.69 % $30,728News Article History of Eagle Ridge Investment Management Ownership Of Precision Castparts Corp
2009-11-062009-09-30 13F-HRBmc Software IncBMCUSEnterprise Software/Serv 6,010Sold Some-1,500-19.97 %$223,752$232,287$8,5343.81 % $-2,130News Article History of Eagle Ridge Investment Management Ownership Of Bmc Software Inc
2009-11-062009-09-30 13F-HRBp PlcBPDEOil Comp-Integrated 0Sold All-9,100-100 %----1.02 % $5,460News Article History of Eagle Ridge Investment Management Ownership Of Bp Plc
2009-11-062009-09-30 13F-HRHome Depot IncHDUSRetail-Building Products 139,445Added More2,9852.18 %$3,636,726$3,790,115$153,3904.21 % $3,284News Article History of Eagle Ridge Investment Management Ownership Of Home Depot Inc
2009-11-062009-09-30 13F-HRAutomatic Data Processing IncADPUSCommercial Serv-Finance 125,627Added More14,89513.45 %$5,316,535$5,458,493$141,9592.67 % $16,831News Article History of Eagle Ridge Investment Management Ownership Of Automatic Data Processing Inc
2009-11-062009-09-30 13F-HRTeradata CorpTDCUSComputers-Integrated Sys 284,312Added More48,78020.71 %$8,137,009$8,367,302$230,2932.83 % $39,512News Article History of Eagle Ridge Investment Management Ownership Of Teradata Corp
2009-11-062009-09-30 13F-HRGoodrich CorpGRUSAerospace/Defense-Equip 4,330Sold Some-1,380-24.16 %$249,538$263,481$13,9435.58 % $-4,444News Article History of Eagle Ridge Investment Management Ownership Of Goodrich Corp
2009-11-062009-09-30 13F-HRQuestar CorpSTRUSPipelines 115,251Added More12,55512.22 %$4,684,953$4,562,787$-122,166-2.60 % $-13,308News Article History of Eagle Ridge Investment Management Ownership Of Questar Corp
2009-11-062009-09-30 13F-HREmerson Electric CoEMRUSElectric Products-Misc 106,322Added More12,75513.63 %$4,383,656$4,431,501$47,8451.09 % $5,740News Article History of Eagle Ridge Investment Management Ownership Of Emerson Electric Co
2009-11-062009-09-30 13F-HRHalliburton CoHALUSOil-Field Services 206,445Added More19,06510.17 %$6,405,988$6,168,577$-237,412-3.70 % $-21,925News Article History of Eagle Ridge Investment Management Ownership Of Halliburton Co
2009-11-062009-09-30 13F-HRMillipore CorpMILUSMedical-Biomedical/Gene 83,483Added More19,11529.69 %$5,648,460$5,654,304$5,8440.10 % $1,338News Article History of Eagle Ridge Investment Management Ownership Of Millipore Corp
2009-11-062009-09-30 13F-HRKohls CorpKSSUSRetail-Regnl Dept Store 120,904Added More10,2059.21 %$6,852,839$6,523,980$-328,859-4.79 % $-27,758News Article History of Eagle Ridge Investment Management Ownership Of Kohls Corp
2009-11-062009-09-30 13F-HRBank Of New York Mellon CorptheBKUSUnknown 192,934Added More25,60515.30 %$5,189,925$5,052,941$-136,983-2.63 % $-18,180News Article History of Eagle Ridge Investment Management Ownership Of Bank Of New York Mellon Corpthe
2009-11-062009-09-30 13F-HRAlcon IncACLCHOptical Supplies 2,270No Change00 %$333,100$329,740$-3,360-1.00 % $0News Article History of Eagle Ridge Investment Management Ownership Of Alcon Inc
2009-11-062009-09-30 13F-HRBerkshire Hathaway IncBRK.AUSReinsurance 93No Change00 %---- % News Article History of Eagle Ridge Investment Management Ownership Of Berkshire Hathaway Inc
2009-11-062009-09-30 13F-HROracle CorpORCLUSEnterprise Software/Serv 299,637Added More28,05010.32 %$6,418,225$6,693,891$275,6664.29 % $25,806News Article History of Eagle Ridge Investment Management Ownership Of Oracle Corp
2009-11-062009-09-30 13F-HRCharles Schwab CorptheSCHWUSFinance-Invest Bnkr/Brkr 223,020Added More20,36510.04 %$3,820,333$4,070,115$249,7826.53 % $22,809News Article History of Eagle Ridge Investment Management Ownership Of Charles Schwab Corpthe
2009-11-062009-09-30 13F-HRStaples IncSPLSUSRetail-Office Supplies 216,229Added More47,18527.91 %$4,806,771$4,912,723$105,9522.20 % $23,121News Article History of Eagle Ridge Investment Management Ownership Of Staples Inc
2009-11-062009-09-30 13F-HR3m CoMMMUSDiversified Manufact Op 88,547Added More34,87564.97 %$6,677,329$6,786,242$108,9131.63 % $42,896News Article History of Eagle Ridge Investment Management Ownership Of 3m Co
2009-11-062009-09-30 13F-HRWal-Mart Stores IncWMTUSRetail-Discount 113,710Added More9,6309.25 %$5,827,638$6,172,179$344,5415.91 % $29,179News Article History of Eagle Ridge Investment Management Ownership Of Wal-Mart Stores Inc
2009-11-062009-09-30 13F-HRExxon Mobil CorpXOMUSOil Comp-Integrated 109,836Added More16,50017.67 %$7,971,897$8,169,602$197,7052.48 % $29,700News Article History of Eagle Ridge Investment Management Ownership Of Exxon Mobil Corp
2009-11-062009-09-30 13F-HRRaytheon CoRTNUSAerospace/Defense 133,139Added More28,20026.87 %$6,333,422$6,735,502$402,0806.34 % $85,164News Article History of Eagle Ridge Investment Management Ownership Of Raytheon Co
2009-11-062009-09-30 13F-HRNorthern Trust CorpNTRSUSFiduciary Banks 5,600Sold Some-1,020-15.40 %$278,488$264,544$-13,944-5.00 % $2,540News Article History of Eagle Ridge Investment Management Ownership Of Northern Trust Corp
2009-11-062009-09-30 13F-HRHewlett-Packard CoHPQUSComputers 18,252Added More3001.67 %$897,268$913,330$16,0621.79 % $264News Article History of Eagle Ridge Investment Management Ownership Of Hewlett-Packard Co
2009-11-062009-09-30 13F-HRDun And Bradstreet CorpDNBUSData Processing/Mgmt 0Sold All-2,820-100 %---0.70 % $-1,579News Article History of Eagle Ridge Investment Management Ownership Of Dun And Bradstreet Corp
2009-11-062009-09-30 13F-HRJohnson And JohnsonJNJUSMedical Products 4,635Sold Some-13,315-74.17 %$279,491$288,807$9,3163.33 % $-26,763News Article History of Eagle Ridge Investment Management Ownership Of Johnson And Johnson
2009-11-062009-09-30 13F-HRUs BancorpUSBUSSuper-Regional Banks-Us 185,334Added More43,30030.48 %$4,397,976$4,316,429$-81,547-1.85 % $-19,052News Article History of Eagle Ridge Investment Management Ownership Of Us Bancorp
2009-11-062009-09-30 13F-HRPpl CorpPPLUSElectric-Integrated 150,381Added More11,2658.09 %$4,488,873$4,532,483$43,6100.97 % $3,267News Article History of Eagle Ridge Investment Management Ownership Of Ppl Corp
2009-11-062009-09-30 13F-HRPepsico IncncPEPUSBeverages-Non-Alcoholic 69,050Added More12,91523.00 %$4,264,528$4,286,624$22,0960.51 % $4,133News Article History of Eagle Ridge Investment Management Ownership Of Pepsico Incnc
2009-11-062009-09-30 13F-HRSempra EnergySREUSGas-Distribution 141,847Added More11,9459.19 %$7,198,735$7,370,370$171,6352.38 % $14,453News Article History of Eagle Ridge Investment Management Ownership Of Sempra Energy
2009-11-062009-09-30 13F-HRInternational Business Machines CorpIBMUSComputers 2,700No Change00 %$333,423$342,792$9,3692.80 % $0News Article History of Eagle Ridge Investment Management Ownership Of International Business Machines Corp
2009-11-062009-09-30 13F-HRNorthrop Grumman CorpNOCUSAerospace/Defense 0Sold All-5,000-100 %---5.02 % $-13,150News Article History of Eagle Ridge Investment Management Ownership Of Northrop Grumman Corp
2009-11-062009-09-30 13F-HRUnitedhealth Group IncUNHUSMedical-Hmo 234,767Added More21,1809.91 %$6,730,770$6,704,946$-25,824-0.38 % $-2,330News Article History of Eagle Ridge Investment Management Ownership Of Unitedhealth Group Inc
2009-11-062009-09-30 13F-HRAt And T IncTUSTelephone-Integrated 260,867Added More31,80013.88 %$6,764,281$6,787,759$23,4780.34 % $2,862News Article History of Eagle Ridge Investment Management Ownership Of At And T Inc
2009-11-062009-09-30 13F-HRAbbott LaboratoriesABTUSMedical-Drugs 97,724Added More10,90512.56 %$5,035,718$5,241,915$206,1984.09 % $23,010News Article History of Eagle Ridge Investment Management Ownership Of Abbott Laboratories
2009-11-062009-09-30 13F-HRBank Of America CorpBACUSSuper-Regional Banks-Us 426,118Added More36,9229.48 %$6,413,076$6,856,239$443,1636.91 % $38,399News Article History of Eagle Ridge Investment Management Ownership Of Bank Of America Corp
2009-11-062009-09-30 13F-HRCr Bard IncBCRUSDisposable Medical Prod 91,975Added More8,69510.44 %$7,209,920$7,424,222$214,3022.97 % $20,259News Article History of Eagle Ridge Investment Management Ownership Of Cr Bard Inc
2009-11-062009-09-30 13F-HRJpmorgan Chase And CoJPMUSFinance-Invest Bnkr/Brkr 159,016Added More14,81510.27 %$6,914,016$6,751,819$-162,196-2.34 % $-15,111News Article History of Eagle Ridge Investment Management Ownership Of Jpmorgan Chase And Co
2009-11-062009-09-30 13F-HRIntel CorpINTCUSElectronic Compo-Semicon 234,570Added More21,49510.08 %$4,440,410$4,513,127$72,7171.63 % $6,663News Article History of Eagle Ridge Investment Management Ownership Of Intel Corp
2009-11-062009-09-30 13F-HRMedtronic IncMDTUSMedical Instruments 127,033Added More15,93514.34 %$4,823,443$5,033,047$209,6044.34 % $26,293News Article History of Eagle Ridge Investment Management Ownership Of Medtronic Inc
2009-11-062009-09-30 13F-HRInvesco LtdAVZUSInvest Mgmnt/Advis Serv 315,195Added More141,84681.82 %---- % News Article History of Eagle Ridge Investment Management Ownership Of Invesco Ltd
2009-11-062009-09-30 13F-HRGeneral Electric CoGEUSDiversified Manufact Op 308,251Added More35,01012.81 %$4,725,488$4,805,633$80,1451.69 % $9,103News Article History of Eagle Ridge Investment Management Ownership Of General Electric Co
2009-11-062009-09-30 13F-HRSt Jude Medical IncSTJUSMedical Instruments 89,058No Change00 %$3,098,328$3,056,471$-41,857-1.35 % $0News Article History of Eagle Ridge Investment Management Ownership Of St Jude Medical Inc
2009-11-062009-09-30 13F-HRProcter And Gamble CoPGCHCosmetics And Toiletries 134,774Added More28,13526.38 %$8,226,605$8,329,033$102,4281.24 % $21,383News Article History of Eagle Ridge Investment Management Ownership Of Procter And Gamble Co
Returned 48 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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