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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
31
4
3
2
3
1
26
3
1
W G SHAHEEN ASSOCIATES DBA WHITNEY CO

Time Period2018-12-31

Total Holdings113

Total Value ($x1000)391,488
Activities
New7

Increased40

Unchanged9

Decreased57

Sold Out437

Top 10 Stock Holdingstotal 32.03%
CSJ5.04

AAPL4.83

AGG3.46

NEAR3.4

ITOT3.23

 
MSFT2.84

BA2.44

FB2.36

INTC2.24

CSCO2.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CSJ
5.04%
1-3 YR CR BD ETF
AAPL
4.83%
COM
AGG
3.46%
CORE TOTUSBD ETF
NEAR
3.4%
SHT MAT BD ETF
ITOT
3.23%
CORE S&P TTL STK
MSFT
2.84%
COM
BA
2.44%
COM
FB
2.36%
CL A
INTC
2.24%
COM
CSCO
2.19%
COM
CMCSA
2.07%
CL A
UTX
2.05%
COM
NTR
2.05%
COM
IUSB
2.04%
CORE TL USD BD
GOOGL
1.97%
CAP STK CL A
STZ
1.87%
CL A
DISCA
1.8%
COM SER A
MRK
1.8%
COM
JPM
1.79%
COM
PYPL
1.76%
COM
PAYX
1.73%
COM
LOW
1.71%
COM
NSC
1.59%
COM
GIL
1.51%
COM
GOOG
1.51%
CAP STK CL C
LUV
1.4%
COM
ETFC
1.36%
COM NEW
MDLZ
1.36%
CL A
PG
1.34%
COM
CVX
1.3%
COM
PSX
1.25%
COM
AMGN
1.25%
COM
COP
1.23%
COM
ABBV
1.19%
COM
BDX
1.15%
COM
DKS
1.15%
COM
AMT
1.13%
COM
COST
1.08%
COM
LSXMA
1.07%
COM A SIRIUSXM
PNC
1.04%
COM
SCHW
1.01%
COM
TJX
0.97%
COM
WRB
0.97%
COM
CI
0.97%
COM
BLK
0.9%
COM
GILD
0.83%
COM
TMP
0.74%
COM
TIP
0.73%
TIPS BD ETF
AGN
0.71%
SHS
WFC
0.69%
COM
PFF
0.69%
U.S. PFD STK ETF
VZ
0.66%
COM
EMN
0.65%
COM
STI
0.64%
COM
RYAAY
0.63%
SPONSORED ADR NE
JNJ
0.62%
COM
SLB
0.59%
COM
EMB
0.56%
JP MOR EM MK ETF
HAL
0.56%
COM
DY
0.53%
COM
AEP
0.5%
COM
ANTM
0.35%
COM
XLF
0.31%
SBI INT-FINL
HBC/PA
0.29%
ADR A 1/40PF A
MCD
0.26%
COM
SYK
0.26%
COM
AMZN
0.25%
COM
IEFA
0.25%
CORE MSCI EAFE
EPD
0.25%
COM
NXPI
0.24%
COM
VMC
0.23%
COM
ORCL
0.22%
COM
MMM
0.22%
COM
SYY
0.21%
COM
BAC
0.2%
COM
IBM
0.2%
COM
KO
0.18%
COM
HRS
0.17%
COM
XOM
0.16%
COM
SR
0.15%
COM
T
0.15%
COM
XLK
0.15%
TECHNOLOGY
QQQ
0.14%
UNIT SER 1
SPY
0.14%
TR UNIT
WM
0.12%
COM
ANDX
0.12%
UNIT LP INT
XLI
0.11%
SBI INT-INDS
NFLX
0.11%
COM
IEMG
0.1%
CORE MSCI EMKT
TIER
0.1%
COM NEW
SWX
0.1%
COM
PCF
0.09%
SHS BEN INT
O
0.09%
COM
IXUS
0.09%
CORE MSCITOTAL
MYN
0.09%
COM
MTB
0.09%
COM
PEP
0.08%
COM
BAX
0.08%
COM
WMT
0.07%
COM
DWDP
0.07%
COM
XLE
0.07%
SBI INT-ENERGY
GOVT
0.07%
U.S. TRS BD ETF
XLP
0.07%
SBI CONS STPLS
CVS
0.07%
COM
DIS
0.06%
COM DISNEY
GLD
0.06%
GOLD SHS
XRX
0.06%
COM NEW
XLY
0.06%
SBI CONS DISCR
BABA
0.05%
SPONSORED ADS
MU
0.05%
COM
IDXX
0.05%
COM
OIH
0.05%
OIL SVCS ETF
WIW
0.03%
COM
AET
3.07%
COM
ESRX
2.26%
COM
AIMC
0.12%
COM
VOO
0.06%
SHS
PHO
0.05%
WATER RES ETF
SRCL
0.05%
COM
FISI
0.05%
COM
PFE
0.05%
COM
OKE
0.04%
COM
DLR
0.04%
COM
VMW
0.04%
CL A COM
VWO
0.04%
FTSE EMR MKT ETF
EVRG
0.04%
COM
WPC
0.04%
COM
C
0.04%
COM NEW
NOC
0.04%
COM
EMLP
0.04%
NO AMER ENERGY
JEC
0.04%
COM
CHTR
0.04%
CL A
IP
0.03%
COM
ALGN
0.03%
COM
NTAP
0.03%
COM
MET
0.03%
COM
MUNI
0.03%
INTER MUN BD ST
VLO
0.03%
COM
ACN
0.03%
SHS CLASS A
NBTB
0.03%
COM
SRE
0.03%
COM
MO
0.03%
COM
FWONA
0.03%
COM A MEDIA GRP
FBHS
0.03%
COM
EMR
0.03%
COM
AXP
0.03%
COM
V
0.03%
COM CL A
SBUX
0.02%
COM
FPE
0.02%
PFD SECS INC ETF
ADBE
0.02%
COM
DAL
0.02%
COM NEW
IJH
0.02%
CORE S&P MCP ETF
ORLY
0.02%
COM
LRCX
0.02%
COM
VCSH
0.02%
SHRT TRM CORP BD
RFDI
0.02%
RIVRFRNT DYN DEV
ADP
0.02%
COM
BMY
0.02%
COM
NKE
0.02%
CL B
SHW
0.02%
COM
ZTS
0.02%
CL A
ISRG
0.02%
COM NEW
SCHX
0.02%
US LRG CAP ETF
DG
0.02%
COM
PRU
0.02%
COM
PM
0.02%
COM
IR
0.02%
SHS
PAA
0.02%
UNIT LTD PARTN
MAR
0.02%
CL A
BIDU
0.02%
SPON ADR REP A
EPR/PE
0.02%
CONV PFD 9% SR E
IT
0.02%
COM
CODI
0.02%
SH BEN INT
CNI
0.02%
COM
DGX
0.02%
COM
ETE
0.02%
COM UT LTD PTN
NVDA
0.02%
COM
VSS
0.01%
FTSE SMCAP ETF
HD
0.01%
COM
PPT
0.01%
SH BEN INT
GE
0.01%
COM
SO
0.01%
COM
TR
0.01%
COM
RTN
0.01%
COM NEW
IJR
0.01%
CORE S&P SCP ETF
FNDX
0.01%
SCHWAB FDT US LG
MKC
0.01%
COM NON VTG
TRV
0.01%
COM
CAT
0.01%
COM
MINT
0.01%
ENHAN SHRT MAT
CNDT
0.01%
COM
BP
0.01%
SPONSORED ADR
BIIB
0.01%
COM
ULTA
0.01%
COM
UPS
0.01%
CL B
MNRO
0.01%
COM
MA
0.01%
CL A
QCOM
0.01%
COM
HYG
0.01%
IBOXX HI YD ETF
VXF
0.01%
EXTEND MKT ETF
USMV
0.01%
USA MIN VOL ETF
MDT
0.01%
SHS
CNP
0.01%
COM
REGN
0.01%
COM
EGF
0.01%
COM
BKLN
0.01%
SR LN ETF
PPA
0.01%
AEROSPACE DEFN
SCHB
0.01%
US BRD MKT ETF
AAXJ
0.01%
MSCI AC ASIA ETF
GLW
0.01%
COM
WIA
0.01%
COM SH BEN INT
DISH
0.01%
CL A
MPC
0.01%
COM
TMO
0.01%
COM
BTI
0.01%
SPONSORED ADR
KEY
0.01%
COM
TDG
0.01%
COM
WY
0.01%
COM
BKNG
0.01%
COM
MTUM
0.01%
MSCI USAMOMFCT
TD
0.01%
COM NEW
DUK
0.01%
COM NEW
NVS
0.01%
SPONSORED ADR
UNH
0.01%
COM
CGC
0.01%
COM
EQM
0.01%
UNIT LTD PARTN
PCG
0.01%
COM
MMP
0.01%
COM UNIT RP LP
CTS
0.01%
COM
SU
0.01%
COM
HCN
0.01%
COM
XRAY
0.01%
COM
AYX
0.01%
CL A
FE
0.01%
COM
FCX
0.01%
COM
LMT
0.01%
COM
WEC
0.01%
COM
BHC
0.01%
COM
BURL
0.01%
COM
VGIT
0.01%
INT-TERM GOV
LQD
0.01%
IBOXX INV CP ETF
MIC
0.01%
MEMBERSHIP INT
FNDE
0.01%
SCHWB FDT EMK LG
STWD
0.01%
COM
ABT
0.01%
COM
POOL
0.01%
COM
SCHA
0.01%
US SML CAP ETF
WMB
0.01%
COM
SNPS
0.01%
COM
STE
0.01%
SHS USD
CHD
< 0.01%
COM
CRL
< 0.01%
COM
AZN
< 0.01%
SPONSORED ADR
COO
< 0.01%
COM NEW
PAYC
< 0.01%
COM
ROLL
< 0.01%
COM
CCI
< 0.01%
COM
RMD
< 0.01%
COM
TSM
< 0.01%
SPONSORED ADR
MPWR
< 0.01%
COM
JFR
< 0.01%
COM
MTD
< 0.01%
COM
TXRH
< 0.01%
COM
LW
< 0.01%
COM
LII
< 0.01%
COM
CPRT
< 0.01%
COM
CDW
< 0.01%
COM
CHMG
< 0.01%
COM
GNRC
< 0.01%
COM
FNDA
< 0.01%
SCHWAB FDT US SC
TTWO
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
ROL
< 0.01%
COM
SWKS
< 0.01%
COM
MS
< 0.01%
COM NEW
SSNC
< 0.01%
COM
CAH
< 0.01%
COM
XYL
< 0.01%
COM
KMI
< 0.01%
COM
NS
< 0.01%
UNIT COM
IFF
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
UNP
< 0.01%
COM
HOG
< 0.01%
COM
PCH
< 0.01%
COM
JKHY
< 0.01%
COM
AVY
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
RJF
< 0.01%
COM
AVGO
< 0.01%
COM
RSP
< 0.01%
S&P500 EQL WGT
QLYS
< 0.01%
COM
SHY
< 0.01%
1-3 YR TR BD ETF
OXY
< 0.01%
COM
PEG
< 0.01%
COM
JAZZ
< 0.01%
SHS USD
CTAS
< 0.01%
COM
UAL
< 0.01%
COM
BXG
< 0.01%
COM
BKH
< 0.01%
COM
G
< 0.01%
SHS
AIG
< 0.01%
COM NEW
PHG
< 0.01%
NY REG SH NEW
HSIC
< 0.01%
COM
EFAV
< 0.01%
EAFE MIN VOL ETF
GIB
< 0.01%
CL A SUB VTG
EBAY
< 0.01%
COM
MBB
< 0.01%
MBS ETF
PVH
< 0.01%
COM
ROK
< 0.01%
COM
IPGP
< 0.01%
COM
MRO
< 0.01%
COM
FMX
< 0.01%
SPON ADR UNITS
CL
< 0.01%
COM
USB
< 0.01%
COM NEW
D
< 0.01%
COM
FSLR
< 0.01%
COM
FEI
< 0.01%
COM
BBD
< 0.01%
SP ADR PFD NEW
SHPG
< 0.01%
SPONSORED ADR
RCL
< 0.01%
COM
RDS/A
< 0.01%
SPONS ADR A
ECL
< 0.01%
COM
TWTR
< 0.01%
COM
HPQ
< 0.01%
COM
AMBA
< 0.01%
SHS
ADM
< 0.01%
COM
JCI
< 0.01%
SHS
INCY
< 0.01%
COM
GS
< 0.01%
COM
EFT
< 0.01%
COM
BND
< 0.01%
TOTAL BND MRKT
HON
< 0.01%
COM
PAG
< 0.01%
COM
CMG
< 0.01%
COM
JPUS
< 0.01%
F JPMORGAN DIVER
SAP
< 0.01%
SPON ADR
EOG
< 0.01%
COM
TOT
< 0.01%
SPONSORED ADR
NEE
< 0.01%
COM
FPL
< 0.01%
COM
VYM
< 0.01%
HIGH DIV YLD
SNE
< 0.01%
ADR NEW
VIG
< 0.01%
DIV APP ETF
FLRN
< 0.01%
INV GRD FLT RT
SDY
< 0.01%
S&P DIVID ETF
RELX
< 0.01%
SPONSORED ADR
MSI
< 0.01%
COM NEW
INVH
< 0.01%
COM
XLNX
< 0.01%
COM
SRLN
< 0.01%
BLKSTN GSOSRLN
STN
< 0.01%
COM
BSE
< 0.01%
COM
PGR
< 0.01%
COM
L
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
CI
< 0.01%
COM
EEM
< 0.01%
MSCI EMG MKT ETF
DHR
< 0.01%
COM
HUM
< 0.01%
COM
BSJI
< 0.01%
BULSHS 2018 HY
VTI
< 0.01%
TOTAL STK MKT
DEO
< 0.01%
SPON ADR NEW
YUM
< 0.01%
COM
RAD
< 0.01%
COM
MCK
< 0.01%
COM
A
< 0.01%
COM
ROST
< 0.01%
COM
AWK
< 0.01%
COM
NVO
< 0.01%
ADR
WRE
< 0.01%
SH BEN INT
FIS
< 0.01%
COM
ENB
< 0.01%
COM
HES
< 0.01%
COM
FEYE
< 0.01%
COM
YUMC
< 0.01%
COM
HCP
< 0.01%
COM
SPYV
< 0.01%
S&P 500 VALUE
SPYG
< 0.01%
S&P 500 GROWTH
CTXS
< 0.01%
COM
CFG
< 0.01%
COM
CERN
< 0.01%
COM
MCHP
< 0.01%
COM
MMC
< 0.01%
COM
VCIT
< 0.01%
INT-TERM CORP
VAR
< 0.01%
COM
FTEC
< 0.01%
MSCI INFO TECH I
BBT
< 0.01%
COM
K
< 0.01%
COM
TSS
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
VUZI
< 0.01%
COM NEW
CCL
< 0.01%
PAIRED CTF
TXN
< 0.01%
COM
COF
< 0.01%
COM
ASRT
< 0.01%
COM
DVN
< 0.01%
COM
ATVI
< 0.01%
COM
SCHE
< 0.01%
EMRG MKTEQ ETF
RDS/B
< 0.01%
SPON ADR B
CTSH
< 0.01%
CL A
CRH
< 0.01%
ADR
XBI
< 0.01%
S&P BIOTECH
ANET
< 0.01%
COM
WCN
< 0.01%
COM
AMP
< 0.01%
COM
STT
< 0.01%
COM
PSA
< 0.01%
COM
DVY
< 0.01%
SELECT DIVID ETF
ITW
< 0.01%
COM
IEP
< 0.01%
DEPOSITARY UNIT
PPL
< 0.01%
COM
WBA
< 0.01%
COM
DMO
< 0.01%
COM
FBSS
< 0.01%
COM
KBWB
< 0.01%
KBW BK
AJG
< 0.01%
COM
NFG
< 0.01%
COM
APC
< 0.01%
COM
GTLS
< 0.01%
COM PAR $0.01
VTR
< 0.01%
COM
KMB
< 0.01%
COM
EEMV
< 0.01%
EM MK MINVOL ETF
EXAS
< 0.01%
COM
PLNT
< 0.01%
CL A
WWD
< 0.01%
COM
WBK
< 0.01%
SPONSORED ADR
MLPA
< 0.01%
GLBL X MLP ETF
KWR
< 0.01%
COM
HR
< 0.01%
COM
MAT
< 0.01%
COM
UBS
< 0.01%
SHS
OLLI
< 0.01%
COM
TDOC
< 0.01%
COM
EYE
< 0.01%
COM
SUI
< 0.01%
COM
MTU
< 0.01%
SPONSORED ADR
NTRI
< 0.01%
COM
AJRD
< 0.01%
COM
PENN
< 0.01%
COM
DATA
< 0.01%
CL A
SHOO
< 0.01%
COM
KORS
< 0.01%
SHS
CGNX
< 0.01%
COM
TREX
< 0.01%
COM
COHR
< 0.01%
COM
ELS
< 0.01%
COM
HXL
< 0.01%
COM
PXD
< 0.01%
COM
TRU
< 0.01%
COM
CASY
< 0.01%
COM
GBCI
< 0.01%
COM
GCO
< 0.01%
COM
GDOT
< 0.01%
CL A
WTW
< 0.01%
COM
ULBI
< 0.01%
COM
WING
< 0.01%
COM
UEIC
< 0.01%
COM
TEAM
< 0.01%
CL A
URI
< 0.01%
COM
AFL
< 0.01%
COM
TSCO
< 0.01%
COM
VC
< 0.01%
COM NEW
ULTI
< 0.01%
COM
ADI
< 0.01%
COM
LSTR
< 0.01%
COM
LOXO
< 0.01%
COM
LITE
< 0.01%
COM
MANH
< 0.01%
COM
HZO
< 0.01%
COM
VAC
< 0.01%
COM
MDSO
< 0.01%
COM
MMSI
< 0.01%
COM
NGG
< 0.01%
SPONSORED ADR NE
NUVA
< 0.01%
COM
OMCL
< 0.01%
COM
KAR
< 0.01%
COM
JBT
< 0.01%
COM
IYG
< 0.01%
U.S. FIN SVC ETF
ATRA
< 0.01%
COM
ECON
< 0.01%
EMRG MARKETS ETF
PLAY
< 0.01%
COM
FANG
< 0.01%
COM
BHF
< 0.01%
COM
ESSA
< 0.01%
COM
TDIV
< 0.01%
NASD TECH DIV
GHDX
< 0.01%
COM
GWRE
< 0.01%
COM
HAE
< 0.01%
COM
HQY
< 0.01%
COM
PRAH
< 0.01%
COM
SCHF
< 0.01%
INTL EQTY ETF
SRPT
< 0.01%
COM
SAGE
< 0.01%
COM
RBA
< 0.01%
COM
RP
< 0.01%
COM
SXT
< 0.01%
COM
PFPT
< 0.01%
COM
SPH
< 0.01%
UNIT LTD PARTN
TCBI
< 0.01%
COM
PEGA
< 0.01%
COM
PTC
< 0.01%
COM
EVH
< 0.01%
CL A
ZGNX
< 0.01%
COM NEW
TVTY
< 0.01%
COM
DXYN
< 0.01%
CL A
SUM
< 0.01%
CL A
FIVN
< 0.01%
COM
SF
< 0.01%
COM
WIN
< 0.01%
COM PAR
SLAB
< 0.01%
COM
COMM
< 0.01%
COM
XLRN
< 0.01%
COM
AIMT
< 0.01%
COM
ALRM
< 0.01%
COM
AU
< 0.01%
SPONSORED ADR
ASH
< 0.01%
COM
THR
< 0.01%
COM
HZNP
< 0.01%
SHS
EHC
< 0.01%
COM
CBB
< 0.01%
COM NEW
TLRY
< 0.01%
COM CL 2
FTR
< 0.01%
COM NEW
GEO
< 0.01%
COM
SAIL
< 0.01%
COM
UMBF
< 0.01%
COM
QDEL
< 0.01%
COM
SRG
< 0.01%
CL A
PGNX
< 0.01%
COM
PODD
< 0.01%
COM
PEN
< 0.01%
COM
OMEX
< 0.01%
COM NEW
ITA
< 0.01%
U.S. AER&DEF ETF
IYW
< 0.01%
U.S. TECH ETF
LGND
< 0.01%
COM NEW
WST
< 0.01%
COM
GGG
< 0.01%
COM
SHOP
< 0.01%
CL A
WAGE
< 0.01%
COM
TAN
< 0.01%
SOLAR ETF
HRTX
< 0.01%
COM
AFMD
< 0.01%
COM
VVV
< 0.01%
COM
SRNE
< 0.01%
COM NEW
OPTT
< 0.01%
COM PAR $
UNIT
< 0.01%
COM
GPRO
< 0.01%
CL A
CC
< 0.01%
COM
CLBS
< 0.01%
COM NEW
TMDI
< 0.01%
COM NEW