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Needelman Asset Management Inc

 
Page Created: 2008-12-02 08:50:00-08
 
Fund Type: INSTITUTION Report Date: 2008-10-03 Current Value: $17,741,608 Total Performance: -17.81 %
 
   

Needelman Asset Management Inc
Highlights

Worst Move: Needelman Asset Management Inc potentially lost $-268,968 on changes made with Seagate Technology (STX) buying shares when price went down.
Best Move: Needelman Asset Management Inc potentially made $693 on changes made with At And T Inc (T) buying shares when price went up.
Good Save: Needelman Asset Management Inc potentially saved $79,867 on changes made with Motorola Inc (MOT) selling shares when price went down.
Missed Move: Needelman Asset Management Inc potentially missed $-243 on changes made with Verizon Communications Inc(VZ) selling shares when price went up.
 

Needelman Asset Management Inc
Contact Information

111 Pacifica Ste 140, Irvine Ca 92618,,
Phone: 9494531333, Fax: , Website:

Needelman Asset Management Inc
Symbols

Needelman Asset Management Inc
Recent Source SEC Filings

2008-10-03 http://www.sec.gov/Archives/edgar/data/783827/0000783827-08-000008.txt
2008-07-07 http://www.sec.gov/Archives/edgar/data/783827/0000783827-08-000006.txt
 

Needelman Asset Management Inc
Holdings and Details

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Stock Country Symbol Industry Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
Alcoa Inc (AA) US AA Metal-Aluminum 16,849 $181,295 $-142,880 -44.07 % Sold Some -1,790 -9.60 $15,179
American International Group Inc (AIG) US AIG Multi-Line Insuran ... None - - - % Sold All -28,088 -100.00 $51,963
Aon Corp (AOC) US AOC Insurance Brokers 17,897 $810,734 $22,192 2.81 % Sold Some -60 -0.33 $-74
At And T Inc (T) US T Telephone-Integrat ... 18,875 $539,070 $8,305 1.56 % Added More 1,575 9.10 $693
Bank Of America Corp (BAC) US BAC Super-Regional Ban ... 14,785 $240,256 $-269,531 -52.87 % Sold Some -169 -1.13 $3,081
Bristol-Myers Squibb Co (BMY) BE BMY Medical-Drugs 40,065 $829,346 $10,818 1.32 % Sold Some -620 -1.52 $-167
Dell Inc (DELL) US DELL Computers 43,655 $487,626 $-178,112 -26.75 % Sold Some -295 -0.67 $1,204
Deutsche Telekom Ag (DTE) DE DTE Electric-Integrate ... 21,965 $816,878 $-48,982 -5.65 % Sold Some -210 -0.94 $468
Dow Chemical Cothe (DOW) US DOW Chemicals-Diversif ... 20,495 $380,182 $-232,413 -37.93 % Sold Some -150 -0.72 $1,701
Emerson Electric Co (EMR) US EMR Electric Products- ... 20,400 $732,156 $-47,124 -6.04 % Sold Some -85 -0.41 $196
General Electric Co (GE) US GE Diversified Manufa ... 45,285 $777,543 $-199,254 -20.39 % Sold Some -140 -0.30 $616
Honeywell International Inc (HON) US HON Diversified Manufa ... 7,253 $202,069 $-72,385 -26.37 % Sold Some -50 -0.68 $499
Intel Corp (INTC) US INTC Electronic Compo-S ... 48,070 $663,366 $-168,726 -20.27 % Sold Some -340 -0.70 $1,193
International Business Machines C ... (IBM) US IBM Computers 7,505 $612,408 $-163,909 -21.11 % New Holding 7,505 100.00 $-163,909
Johnson And Johnson (JNJ) US JNJ Medical Products 17,580 $1,029,836 $-133,256 -11.45 % Sold Some -145 -0.81 $1,099
Kimberly-Clark Corp (KMB) US KMB Consumer Products- ... 14,140 $817,151 $-93,324 -10.25 % Sold Some -440 -3.01 $2,904
Kroger Cothe (KR) US KR Food-Retail 30,840 $853,034 $14,186 1.69 % Sold Some -305 -0.97 $-140
Marsh And Mclennan Cos Inc (MMC) US MMC Insurance Brokers 33,565 $855,908 $-163,462 -16.03 % Sold Some -195 -0.57 $950
Merck And Co Incnj (MRK) US MRK Medical-Drugs None - - - % Sold All -6,095 -100.00 $30,841
Microsoft Corp (MSFT) US MSFT Applications Softw ... 30,950 $625,809 $-188,795 -23.17 % Sold Some -240 -0.76 $1,464
Motorola Inc (MOT) US MOT Wireless Equipment 75,280 $324,457 $-181,425 -35.86 % Sold Some -33,140 -30.56 $79,867
Pfizer Inc (PFE) US PFE Medical-Drugs 50,600 $831,358 $-130,042 -13.52 % Sold Some -275 -0.54 $707
Sara Lee Corp (SLE) US SLE Food-Misc/Diversif ... 40,056 $367,714 $-159,823 -30.29 % Sold Some -475 -1.17 $1,895
Seagate Technology (STX) US STX Computers-Memory D ... 40,025 $168,505 $-268,968 -61.48 % New Holding 40,025 100.00 $-268,968
Sprint Nextel Corp (S) US S Telephone-Integrat ... 152,390 $425,168 $-443,455 -51.05 % Sold Some -12,765 -7.72 $37,146
Sysco Corp (SYY) US SYY Food-Wholesale/Dis ... 22,950 $538,178 $-143,897 -21.09 % Added More 935 4.24 $-5,862
Time Warner Inc (TWX) US TWX Multimedia 53,830 $487,162 $-165,258 -25.33 % Sold Some -230 -0.42 $706
Unitedhealth Group Inc (UNH) US UNH Medical-Hmo 14,015 $294,455 $-43,447 -12.85 % Sold Some -5,810 -29.30 $18,011
Verizon Communications Inc (VZ) US VZ Telephone-Integrat ... 26,222 $856,148 $36,973 4.51 % Sold Some -172 -0.65 $-243
Wellpoint Inc (WLP) US WLP Medical-Hmo 13,460 $479,176 $-119,256 -19.92 % Sold Some -80 -0.59 $709
Wells Fargo And Co (WFC) US WFC - 24,711 $713,901 $-140,111 -16.40 % Sold Some -672 -2.64 $3,810
Wyeth (WYE) US WYE Medical-Drugs 22,236 $800,718 $-39,358 -4.68 % Sold Some -1,008 -4.33 $1,784
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Listed 32 holdings.
 

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