Back to 2009
Monthly Detail
August 2009
Monthly Return
+11.79%
Portfolio Value
$2.04M
Monthly Return
+11.79%
# Stocks
20
Holdings Shown
20
Portfolio Holdings
20 positions for the period 2009-07-31 to 2009-08-31.
| Symbol | Stock | New | Begin $ | End $ | Div | Gain % |
|---|---|---|---|---|---|---|
| BRE | Bre Properties | $23.73 | $28.27 | $0.00 | +19.13% | |
| CPT | Camden Ppty Tr | NEW | $29.51 | $36.70 | $0.00 | +24.36% |
| CNP | Centerpoint Egy | NEW | $12.05 | $12.40 | $0.19 | +4.48% |
| CMS | Cms Energy | NEW | $12.94 | $13.41 | $0.13 | +4.60% |
| GE | Genl Electric | $13.40 | $13.90 | $0.00 | +3.73% | |
| RX | Ims Health Inc | $12.00 | $13.86 | $0.03 | +15.75% | |
| IBOC | Intl Bancshares | $13.18 | $15.44 | $0.00 | +17.15% | |
| LXK | Lexmark Intl | $14.48 | $18.84 | $0.00 | +30.11% | |
| MAC | Macerich Co | $19.67 | $28.66 | $0.06 | +46.00% | |
| NYB | New York Cmnty | NEW | $10.94 | $10.64 | $0.25 | -0.46% |
| NI | Nisource Inc | NEW | $12.89 | $13.21 | $0.00 | +2.48% |
| OLN | Olin Corp | $13.79 | $16.74 | $0.20 | +22.84% | |
| POM | Pepco Hldgs | NEW | $14.38 | $14.33 | $0.00 | -0.35% |
| RSH | Radioshack Corp | NEW | $15.51 | $15.13 | $0.00 | -2.45% |
| RDC | Rowan Cos Inc | $21.33 | $20.71 | $0.00 | -2.91% | |
| SWY | Safeway Inc | NEW | $18.93 | $19.05 | $0.00 | +0.63% |
| SUN | Sunoco Inc | NEW | $24.69 | $26.90 | $0.30 | +10.17% |
| SPN | Superior Energy | $16.59 | $18.23 | $0.00 | +9.89% | |
| TSO | Tesoro Corp | $13.09 | $14.08 | $0.10 | +8.33% | |
| UDR | Udr Inc | NEW | $10.45 | $12.79 | $0.00 | +22.39% |
Disclaimer: Past performance does not guarantee future results. All investments involve risk including possible loss of principal. Holdings shown reflect actual portfolio positions for the indicated period.