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Peress Investment Advisors Ltd

 
Page Created: 2008-12-02 08:54:00-08
 
Fund Type: INSTITUTION Report Date: 2008-10-15 Current Value: $59,526,876 Total Performance: -3.05 %
 
   

Peress Investment Advisors Ltd
Highlights

Worst Move: Peress Investment Advisors Ltd potentially lost $-148,226 on changes made with Ei Du Pont De Nemours And Co (DD) buying shares when price went down.
Best Move: Peress Investment Advisors Ltd potentially made $692 on changes made with Kimberly-Clark Corp (KMB) buying shares when price went up.
Good Save: Peress Investment Advisors Ltd potentially saved $115,868 on changes made with Citigroup Inc (C) selling shares when price went down.
Missed Move: Peress Investment Advisors Ltd potentially missed $-76,513 on changes made with Schering-Plough Corp(SGP) selling shares when price went up.
 

Peress Investment Advisors Ltd
Contact Information

1497 Chain Bridge Road, Suite 200,Mclean Va 22101,
Phone: 703-356-8611, Fax: , Website:

Peress Investment Advisors Ltd
Symbols

Peress Investment Advisors Ltd
Recent Source SEC Filings

2008-10-15 http://www.sec.gov/Archives/edgar/data/1321219/0001321219-08-000009.txt
2008-07-14 http://www.sec.gov/Archives/edgar/data/1321219/0001321219-08-000007.txt
 

Peress Investment Advisors Ltd
Holdings and Details

Click on column headings to sort!
Stock Country Symbol Industry Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
3m Co (MMM) US MMM Diversified Manufa ... 12,426 $831,672 $152,219 22.40 % Sold Some -225 -1.77 $-2,756
Abbott Laboratories (ABT) US ABT Medical-Drugs 6,730 $352,585 $-10,028 -2.76 % No Change - - -
Adobe Systems Inc (ADBE) US ADBE Electronic Forms 22,759 $527,098 $-63,270 -10.71 % Sold Some -725 -3.08 $2,016
American Express Co (AXP) US AXP Finance-Credit Car ... 100,517 $2,343,051 $-110,569 -4.50 % Sold Some -2,905 -2.80 $3,196
Amgen Inc (AMGN) US AMGN Medical-Biomedical ... 4,402 $244,487 $34,248 16.28 % No Change - - -
Anheuser-Busch Cos Inc (BUD) US BUD Brewery 6,915 $474,231 $61,059 14.77 % Sold Some -1,600 -18.79 $-14,128
Apple Inc (AAPL) US AAPL Computers 2,150 $199,241 $-11,352 -5.39 % Added More 775 56.36 $-4,092
At And T Inc (T) US T Telephone-Integrat ... 13,200 $376,992 $52,008 16.00 % No Change - - -
Bank Of America Corp (BAC) US BAC Super-Regional Ban ... 55,523 $902,249 $-420,309 -31.78 % Sold Some -870 -1.54 $6,586
Belo Corp (BLC) US BLC Multimedia 143,925 $277,775 $-174,149 -38.53 % Added More 3,075 2.18 $-3,721
Biogen Idec Inc (BIIB) US BIIB Medical-Biomedical ... 43,431 $1,837,566 $-6,515 -0.35 % Added More 905 2.12 $-136
Bp Plc (BP) DE BP Oil Comp-Integrate ... 28,659 $1,395,407 $210,070 17.72 % Sold Some -1,705 -5.61 $-12,498
Chevron Corp (CVX) BE CVX Oil Comp-Integrate ... 7,957 $628,683 $151,422 31.72 % Sold Some -100 -1.24 $-1,903
Cigna Corp (CI) US CI Life/Health Insura ... 33,295 $403,202 $-479,115 -54.30 % No Change - - -
Citigroup Inc (C) US C Finance-Invest Bnk ... None - - - % Sold All -14,593 -100.00 $115,868
Coca-Cola Cothe (KO) CH KO Beverages-Non-Alco ... 46,178 $2,164,363 $122,833 6.01 % Sold Some -1,200 -2.53 $-3,192
Corning Inc (GLW) US GLW Telecom Eq Fiber O ... 77,621 $699,365 $-253,044 -26.56 % Added More 16,500 26.99 $-53,790
Dominion Resources Incva (D) US D Electric-Integrate ... 90,128 $3,318,513 $226,221 7.31 % Sold Some -3,550 -3.78 $-8,911
Ebay Inc (EBAY) US EBAY E-Commerce/Service ... 38,249 $502,209 $-84,148 -14.35 % Sold Some -1,485 -3.73 $3,267
Ei Du Pont De Nemours And Co (DD) US DD Chemicals-Diversif ... 62,264 $1,560,336 $-444,565 -22.17 % Added More 20,760 50.01 $-148,226
Emerson Electric Co (EMR) US EMR Electric Products- ... 62,036 $2,226,472 $187,349 9.18 % Sold Some -130 -0.20 $-393
Entergy Corp (ETR) US ETR Electric-Integrate ... 10,345 $880,360 $120,002 15.78 % Sold Some -475 -4.39 $-5,510
Exxon Mobil Corp (XOM) US XOM Oil Comp-Integrate ... 54,173 $4,341,966 $964,279 28.54 % Sold Some -2,350 -4.15 $-41,830
Fedex Corp (FDX) US FDX Transport-Services 23,640 $1,670,166 $127,420 8.25 % Sold Some -460 -1.90 $-2,479
Fomento Economico Mexicano Sab De ... (FMX) MX FMX Brewery 8,130 $223,656 $-5,691 -2.48 % New Holding 8,130 100.00 $-5,691
General Dynamics Corp (GD) US GD Aerospace/Defense 7,120 $367,890 $-33,393 -8.32 % Sold Some -105 -1.45 $492
General Electric Co (GE) US GE Diversified Manufa ... 147,954 $2,540,370 $-307,744 -10.80 % Added More 3,286 2.27 $-6,835
Goldman Sachs Group Incthe (GS) US GS Finance-Invest Bnk ... 2,005 $158,375 $-68,491 -30.19 % New Holding 2,005 100.00 $-68,491
Hain Celestial Group Inc (HAIN) US HAIN Food-Misc/Diversif ... 12,050 $189,667 $-74,228 -28.12 % Added More 200 1.68 $-1,232
International Business Machines C ... (IBM) US IBM Computers 4,011 $327,298 $-26,834 -7.57 % Sold Some -100 -2.43 $669
Intuit Inc (INTU) US INTU Applications Softw ... 83,692 $1,854,615 $-132,233 -6.65 % Sold Some -5,800 -6.48 $9,164
Intuitive Surgical Inc (ISRG) US ISRG Medical Instrument ... 1,450 $192,169 $-83,506 -30.29 % Added More 65 4.69 $-3,743
Johnson And Johnson (JNJ) US JNJ Medical Products 5,598 $327,931 $-10,972 -3.23 % No Change - - -
Jpmorgan Chase And Co (JPM) US JPM Finance-Invest Bnk ... 12,307 $389,640 $-84,057 -17.74 % Added More 4,450 56.63 $-30,394
Kimberly-Clark Corp (KMB) US KMB Consumer Products- ... 56,458 $3,262,708 $90,897 2.86 % Added More 430 0.76 $692
Kvh Industries Inc (KVHI) US KVHI Telecom Eq Fiber O ... 95,100 $426,999 $-97,002 -18.51 % Added More 50 0.05 $-51
L-3 Communications Holdings Inc (LLL) US LLL Electronics-Milita ... 2,130 $143,072 $-25,517 -15.13 % New Holding 2,130 100.00 $-25,517
Lincoln National Corp (LNC) US LNC Life/Health Insura ... 57,586 $790,656 $-803,901 -50.41 % Sold Some -964 -1.64 $13,457
Medco Health Solutions Inc (MHS) US MHS Pharmacy Services 30,509 $1,281,378 $121,731 10.49 % Sold Some -750 -2.39 $-2,993
Medtronic Inc (MDT) US MDT Medical Instrument ... 25,889 $790,132 $-267,174 -25.26 % Added More 855 3.41 $-8,824
Microsoft Corp (MSFT) US MSFT Applications Softw ... 89,292 $1,805,484 $-217,872 -10.76 % Sold Some -2,100 -2.29 $5,124
Monsanto Co (MON) US MON Agricultural Chemi ... 2,160 $171,072 $302 0.17 % Sold Some -200 -8.47 $-28
Myriad Genetics Inc (MYGN) US MYGN Medical-Biomedical ... 10,195 $604,360 $52,708 9.55 % Sold Some -4,980 -32.81 $-25,747
Nxstage Medical Inc (NXTM) US NXTM Medical Products 62,715 $156,788 $-124,176 -44.19 % Sold Some -30,700 -32.86 $60,786
Pepsico Incnc (PEP) US PEP Beverages-Non-Alco ... 17,740 $1,005,858 $96,683 10.63 % Added More 50 0.28 $273
Petsmart Inc (PETM) US PETM Retail-Pet Food An ... 98,266 $1,724,568 $-193,584 -10.09 % Sold Some -9,005 -8.39 $17,740
Procter And Gamble Co (PG) CH PG Cosmetics And Toil ... 18,565 $1,194,658 $84,099 7.57 % No Change - - -
Qualcomm Inc (QCOM) US QCOM Wireless Equipment 40,187 $1,349,078 $-110,112 -7.54 % Sold Some -450 -1.10 $1,233
Sandisk Corp (SNDK) US SNDK Computers-Memory D ... None - - - % Sold All -11,660 -100.00 $100,276
Schering-Plough Corp (SGP) US SGP Medical-Drugs 76,406 $1,284,385 $278,118 27.63 % Sold Some -21,020 -21.57 $-76,513
Schlumberger Ltd (SLB) AN SLB Oil-Field Services 12,682 $643,485 $-46,416 -6.72 % Sold Some -650 -4.87 $2,379
Sealed Air Corp (SEE) US SEE Containers-Paper/P ... 48,920 $774,404 $-164,860 -17.55 % Sold Some -17,678 -26.54 $59,575
Sirius Xm Radio Inc (SIRI) US SIRI Radio 40,725 $8,145 $-8,960 -52.38 % Added More 20,125 97.69 $-4,428
T Rowe Price Group Inc (TROW) US TROW Invest Mgmnt/Advis ... 19,345 $661,792 $-49,136 -6.91 % Sold Some -1,235 -6.00 $3,137
Texas Instruments Inc (TXN) US TXN Electronic Compo-S ... 32,509 $506,165 $-57,866 -10.25 % Sold Some -1,530 -4.49 $2,723
Unilever Plc (UL) PK UL Food-Misc/Diversif ... 12,260 $280,754 $-1,226 -0.43 % New Holding 12,260 100.00 $-1,226
Verizon Communications Inc (VZ) US VZ Telephone-Integrat ... 57,370 $1,873,131 $344,794 22.56 % Sold Some -400 -0.69 $-2,404
Walgreen Co (WAG) US WAG Retail-Drug Store 40,665 $1,006,052 $115,082 12.91 % Sold Some -1,450 -3.44 $-4,104
Walt Disney Cothe (DIS) US DIS Multimedia 21,536 $484,991 $-18,306 -3.63 % No Change - - -
Wells Fargo And Co (WFC) US WFC - 88,860 $2,567,165 $-396,316 -13.37 % Added More 8,485 10.55 $-37,843
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Listed 60 holdings.
 

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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!
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