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Elm Advisors Llc

 
Page Created: 2008-11-22 07:39:00-08
 
Fund Type: INSTITUTION Report Date: 2008-10-10 Current Value: $15,798,962 Total Performance: -9.50 %
 
   

Elm Advisors Llc
Highlights

Worst Move: Elm Advisors Llc potentially lost $-85,767 on changes made with Jpmorgan Chase And Co (JPM) buying shares when price went down.
Best Move: Elm Advisors Llc potentially made $295 on changes made with Ibs Ag (IBB.BE) buying shares when price went up.
Good Save: Elm Advisors Llc potentially saved $33,091 on changes made with Honeywell International Inc (HON) selling shares when price went down.
Missed Move: Elm Advisors Llc potentially missed $-59,926 on changes made with Anheuser-Busch Cos Inc(BUD) selling shares when price went up.
 

Elm Advisors Llc
Contact Information

1860 El Camino Real, Suite 200,Burlingame Ca 94010,
Phone: 650-697-3013, Fax: , Website:

Elm Advisors Llc
Symbols

Elm Advisors Llc
Recent Source SEC Filings

2008-10-10 http://www.sec.gov/Archives/edgar/data/1362987/0001362987-08-000010.txt
2008-07-09 http://www.sec.gov/Archives/edgar/data/1362987/0001362987-08-000007.txt
2008-07-08 http://www.sec.gov/Archives/edgar/data/1362987/0001362987-08-000005.txt
 

Elm Advisors Llc
Holdings and Details

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Stock Country Symbol Industry Current Shares Current Value Value Chng. Return Activity Shares Chng. Shares Chg.% Results
3m Co (MMM) US MMM Diversified Manufa ... 9,075 $515,369 $22,960 4.66 % No Change - - -
Anheuser-Busch Cos Inc (BUD) US BUD Brewery 6,395 $438,569 $64,462 17.23 % Sold Some -5,945 -48.17 $-59,926
Apple Inc (AAPL) US AAPL Computers 2,700 $217,323 $-44,037 -16.84 % Sold Some -150 -5.26 $2,447
At And T Inc (T) US T Telephone-Integrat ... 14,987 $367,331 $31,323 9.32 % Sold Some -1,027 -6.41 $-2,146
Bank Of America Corp (BAC) US BAC Super-Regional Ban ... 9,430 $106,088 $-90,717 -46.09 % No Change - - -
Berkshire Hathaway Inc (BRK.A) US BRK.A Reinsurance 25 % No Change - - -
Boeing Co (BA) US BA Aerospace/Defense 5,965 $221,361 $-27,976 -11.22 % No Change - - -
Bp Plc (BP) DE BP Oil Comp-Integrate ... 9,542 $377,482 $-9,447 -2.44 % No Change - - -
Bristol-Myers Squibb Co (BMY) BE BMY Medical-Drugs 10,619 $204,734 $18,265 9.79 % No Change - - -
California Water Service Group (CWT) US CWT Water 7,600 $289,940 $48,032 19.85 % No Change - - -
Chevron Corp (CVX) BE CVX Oil Comp-Integrate ... 6,950 $447,580 $45,662 11.36 % Sold Some -575 -7.64 $-3,778
Chubb Corp (CB) US CB Property/Casualty ... 4,265 $180,111 $6,909 3.98 % No Change - - -
Citigroup Inc (C) US C Finance-Invest Bnk ... 14,473 $68,168 $-136,046 -66.61 % Added More 997 7.39 $-9,372
Coca-Cola Cothe (KO) CH KO Beverages-Non-Alco ... 12,378 $508,364 $-5,323 -1.03 % No Change - - -
Colgate-Palmolive Co (CL) US CL Cosmetics And Toil ... 6,980 $422,290 $-1,745 -0.41 % Sold Some -150 -2.10 $38
Comcast Corp (CCT) US CCT - 16,468 $296,424 $41,993 16.50 % No Change - - -
Costco Wholesale Corp (COST) US COST Retail-Discount 10,604 $477,074 $-94,482 -16.53 % No Change - - -
Deere And Co (DE) US DE Machinery-Farm 6,335 $182,258 $-59,232 -24.52 % No Change - - -
Dell Inc (DELL) US DELL Computers None - - - % Sold All -9,360 -100.00 $32,573
Dover Corp (DOV) BE DOV Diversified Manufa ... 10,800 $258,876 $-95,364 -26.92 % Sold Some -200 -1.81 $1,766
Ei Du Pont De Nemours And Co (DD) US DD Chemicals-Diversif ... 5,540 $121,603 $-63,433 -34.28 % No Change - - -
Entergy Corp (ETR) US ETR Electric-Integrate ... None - - - % Sold All -2,200 -100.00 $-19,228
Eog Resources Inc (EOG) US EOG Oil Comp-Explor An ... None - - - % Sold All -1,605 -100.00 $-8,635
Exxon Mobil Corp (XOM) US XOM Oil Comp-Integrate ... 5,311 $363,857 $32,663 9.86 % Sold Some -450 -7.81 $-2,768
Ford Motor Co (F) US F - 10,530 $14,637 $-6,318 -30.15 % New Holding 10,530 100.00 $-6,318
General Dynamics Corp (GD) US GD Aerospace/Defense 5,000 $244,000 $-42,950 -14.96 % No Change - - -
General Electric Co (GE) US GE Diversified Manufa ... 33,487 $429,973 $-289,997 -40.27 % No Change - - -
General Motors Corp (GBM) US GBM Auto-Cars/Light Tr ... 13,150 $42,080 $-24,985 -37.25 % New Holding 13,150 100.00 $-24,985
Genuine Parts Co (GPC) US GPC Distribution/Whole ... 5,700 $204,516 $16,872 8.99 % No Change - - -
Hewlett-Packard Co (HPQ) US HPQ Computers 22,539 $717,416 $-116,527 -13.97 % Sold Some -550 -2.38 $2,844
Honeywell International Inc (HON) US HON Diversified Manufa ... None - - - % Sold All -4,775 -100.00 $33,091
Ibs Ag (IBB.BE) DE IBB.BE Computer Software 3,280 $9,610 $295 3.16 % New Holding 3,280 100.00 $295
Intel Corp (INTC) US INTC Electronic Compo-S ... 26,935 $329,415 $-79,728 -19.48 % Sold Some -300 -1.10 $888
Intelligent Environments Group (IEV.BE) GB IEV.BE Software Tools 7,360 $662 $-294 -30.76 % New Holding 7,360 100.00 $-294
International Business Machines C ... (IBM) US IBM Computers 16,900 $1,212,406 $-270,569 -18.24 % Sold Some -395 -2.28 $6,324
Johnson And Johnson (JNJ) US JNJ Medical Products 8,968 $500,504 $-359 -0.07 % Sold Some -308 -3.32 $12
Jpmorgan Chase And Co (JPM) US JPM Finance-Invest Bnk ... 4,697 $109,816 $-85,767 -43.85 % New Holding 4,697 100.00 $-85,767
Kellogg Co (K) US K Food-Misc/Diversif ... 6,275 $255,330 $-48,945 -16.08 % No Change - - -
Kimberly-Clark Corp (KMB) US KMB Consumer Products- ... 11,545 $624,238 $-29,440 -4.50 % Sold Some -100 -0.85 $255
Mattel Inc (MAT) US MAT Toys 23,850 $272,367 $-61,056 -18.31 % No Change - - -
Mcdonalds Corp (MCD) US MCD Retail-Restaurants 12,475 $660,052 $-5,489 -0.82 % Sold Some -425 -3.29 $187
Microsoft Corp (MSFT) US MSFT Applications Softw ... 7,995 $140,152 $-31,740 -18.46 % No Change - - -
Motorola Inc (MOT) US MOT Wireless Equipment 14,175 $44,651 $-21,688 -32.69 % Sold Some -350 -2.40 $536
Natuzzi Spa (NTZ) US NTZ Home Furnishings 15,000 $33,000 $-14,100 -29.93 % No Change - - -
Nokia Oyj (NOK) US NOK Wireless Equipment 13,521 $166,984 $-45,701 -21.48 % No Change - - -
Office Depot Inc (ODP) US ODP Retail-Office Supp ... 11,300 $16,950 $-16,046 -48.63 % No Change - - -
Old Republic International Corp (ORI) US ORI Multi-Line Insuran ... 23,248 $171,803 $-33,942 -16.49 % No Change - - -
Pepsico Incnc (PEP) US PEP Beverages-Non-Alco ... 4,085 $205,435 $-30,678 -12.99 % No Change - - -
Pfizer Inc (PFE) US PFE Medical-Drugs 15,705 $226,937 $-10,836 -4.55 % Added More 1,600 11.34 $-1,104
Procter And Gamble Co (PG) CH PG Cosmetics And Toil ... 9,655 $572,831 $-2,221 -0.38 % Sold Some -150 -1.52 $35
Schering-Plough Corp (SGP) US SGP Medical-Drugs 28,430 $382,099 $2,274 0.59 % No Change - - -
Sempra Energy (SRE) US SRE Gas-Distribution None - - - % Sold All -3,923 -100.00 $-4,080
Sherwin-Williams Cothe (SHW) US SHW Coatings/Paint 5,200 $260,884 $-5,876 -2.20 % No Change - - -
Union Pacific Corp (UNP.BE) US UNP.BE Transport-Rail 3,786 $223,866 $17,832 8.65 % No Change - - -
Unisys Corp (UIS) US UIS Computer Services 11,000 $4,180 $-13,640 -76.54 % No Change - - -
Verizon Communications Inc (VZ) US VZ Telephone-Integrat ... 7,682 $203,573 $-2,074 -1.00 % Sold Some -160 -2.04 $43
Wal-Mart Stores Inc (WMT) US WMT Retail-Discount 4,935 $250,007 $-1,431 -0.56 % No Change - - -
Washington Post Cothe (WPO) US WPO Publishing-Newspap ... 403 $137,826 $-23,374 -14.50 % No Change - - -
Waste Management Inc (WMI) US WMI Non-Hazardous Wast ... 20,851 $604,679 $67,557 12.57 % No Change - - -
Wells Fargo And Co (WFC) US WFC - 10,148 $228,634 $-58,655 -20.41 % Added More 70 0.69 $-405
Worthington Industries Inc (WOR) US WOR Metal Processors A ... 16,800 $148,344 $-36,288 -19.65 % No Change - - -
Wyeth (WYE) US WYE Medical-Drugs None - - - % Sold All -4,350 -100.00 $-9,309
Xerox Corp (XRX) US XRX Office Automation ... 15,525 $84,301 $-37,881 -31.00 % No Change - - -
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Listed 63 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!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
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