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Institutional Investment Manager
WEATHERLY ASSET MANAGEMENT L. P.
WEATHERLY ASSET MANAGEMENT L. P. (CIK: 0000934745), located at 832 Camino Del Mar, Del Mar, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Portfolio Summary: 152 holdings with a total value of $232,248,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 APPLE COMPUTER INC 138,232 13,927,000 6.00%
152 LILLY ELI & CO 341,332 22,135,000 9.53%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000934745-14-000005, filed 2014.10.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.