ATHERTON LANE ADVISERS, LLC current holdings: USA Stocks
ATHERTON LANE ADVISERS, LLC reported $1.21 billion in share positions in stocks (listed in the US), 124 positions, in its Form 13F for the quarter ended 2015-12-31; the largest are GBDC, WFC, HD.
- O: Country of operation United States; Class COM; Shares 6,000; Value $310,000.
- QCOM: Country of operation United States; Class COM; Shares 6,085; Value $304,000.
- BIIB: Country of operation United States; Class COM; Shares 986; Value $302,000.
- SO: Country of operation United States; Class COM; Shares 6,449; Value $302,000.
Form 13F-HR as filed (SEC CIK 1326196): quarter ended 2015-12-31, filed 2016-02-16. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2015-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
O
REALTY INCOME CORP | United States | COM | 6,000 | $310,000 | 0.03% | 2015-12-31 | 2016-02-16 | +10.21% |
|---|
QCOM
QUALCOMM INC | United States | COM | 6,085 | $304,000 | 0.03% | 2015-12-31 | 2016-02-16 | +268.27% |
|---|
BIIB
BIOGEN INC. | United States | COM | 986 | $302,000 | 0.02% | 2015-12-31 | 2016-02-16 | -25.88% |
|---|
SO
SOUTHERN CO | United States | COM | 6,449 | $302,000 | 0.02% | 2015-12-31 | 2016-02-16 | +78.35% |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 2,630 | $280,000 | 0.02% | 2015-12-31 | 2016-02-16 | +367.32% |
|---|
WELL
WELLTOWER INC | United States | COM | 4,100 | $279,000 | 0.02% | 2015-12-31 | 2016-02-16 | +242.35% |
|---|
CCI
CROWN CASTLE INTERNATIONAL CORP. | United States | COM | 3,150 | $272,000 | 0.02% | 2015-12-31 | 2016-02-16 | -22.42% |
|---|
ORCL
ORACLE CORP | United States | COM | 7,457 | $272,000 | 0.02% | 2015-12-31 | 2016-02-16 | +277.20% |
|---|
SEE
SEALED AIR CORP | | COM | 6,080 | $271,000 | 0.02% | 2015-12-31 | 2016-02-16 | |
|---|
EPD
ENTERPRISE PRODUCTS PARTNERS | United States | COM | 10,246 | $262,000 | 0.02% | 2015-12-31 | 2016-02-16 | +40.81% |
|---|
DVN
DEVON ENERGY CORP | United States | COM NEW | 7,936 | $254,000 | 0.02% | 2015-12-31 | 2016-02-16 | +45.62% |
|---|
T
AT&T INC | United States | COM | 7,128 | $245,000 | 0.02% | 2015-12-31 | 2016-02-16 | -5.81% |
|---|
HRB
H & R BLOCK INC | United States | COM | 7,205 | $240,000 | 0.02% | 2015-12-31 | 2016-02-16 | +21.83% |
|---|
SYK
STRYKER CORP | United States | COM | 2,527 | $235,000 | 0.02% | 2015-12-31 | 2016-02-16 | +199.95% |
|---|
WU
WESTERN UNION COMPANY | United States | COM | 13,135 | $235,000 | 0.02% | 2015-12-31 | 2016-02-16 | -66.67% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 2,200 | $229,000 | 0.02% | 2015-12-31 | 2016-02-16 | +192.22% |
|---|
OXY
OCCIDENTAL PETROLEUM | United States | COM | 3,382 | $229,000 | 0.02% | 2015-12-31 | 2016-02-16 | — split 2020-03-09, ratio not on file |
|---|
PAYX
PAYCHEX INC | United States | COM | 4,200 | $222,000 | 0.02% | 2015-12-31 | 2016-02-16 | +87.77% |
|---|
A
AGILENT TECHNOLOGIES INC | United States | COM | 5,244 | $219,000 | 0.02% | 2015-12-31 | 2016-02-16 | +318.63% |
|---|
SCCO
SOUTHERN COPPER CORP | United States | COM | 7,782 | $203,000 | 0.02% | 2015-12-31 | 2016-02-16 | +720.04% |
|---|
CC
CHEMOURS CO | United States | COM | 16,241 | $87,000 | 0.01% | 2015-12-31 | 2016-02-16 | +159.14% |
|---|
AMD
ADVANCED MICRO DEVICES | United States | COM | 20,300 | $58,000 | 0.00% | 2015-12-31 | 2016-02-16 | +21069.69% |
|---|
GNW
GENWORTH FINANCIAL INC | United States | COM CL A | 11,000 | $41,000 | 0.00% | 2015-12-31 | 2016-02-16 | +147.45% |
|---|
DNN
DENISON MINES CORP | | COM | 15,000 | $7,000 | 0.00% | 2015-12-31 | 2016-02-16 | +418.00% |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |