Dark
Light
System
Institutional Investment Manager
Signature Financial Management, Inc.
Signature Financial Management, Inc. (CIK: 0001542162) incorporated in Virginia, located at 101 West Main Street, Suite 700, Norfolk, VA. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0001172661-15-000356) filed in 2015.02.12
#
Name
Shares
Value ($)
%
Options
Notes
51 JPMORGAN CHASE & CO 7,303 458 0.32%
52 JPMORGAN CHASE & CO 6,300 289 0.20%
53 KAYNE ANDERSON MLP INVT CO 858,147 32,760 22.93%
54 KINDER MORGAN INC DEL 18,252 773 0.54%
55 MARKEL CORP 1,773 1,210 0.85%
56 MARSH & MCLENNAN COS INC 27,051 1,549 1.08%
57 MCDONALDS CORP 4,276 402 0.28%
58 MEDNAX INC 3,060 202 0.14%
59 MERCK & CO INC 8,191 466 0.33%
60 MICROSOFT CORP 11,495 534 0.37%
61 MONDELEZ INTL INC 5,833 212 0.15%
62 MURPHY OIL CORP 226,676 11,452 8.02%
63 MURPHY USA INC 54,964 3,786 2.65%
64 NIKE INC 4,016 386 0.27%
65 NORFOLK SOUTHERN CORP 49,977 5,479 3.83%
66 Nielsen Holdings B.V. 5,917 264 0.18%
67 PEPSICO INC 3,354 317 0.22%
68 PHILIP MORRIS INTL INC 4,368 357 0.25%
69 PIMCO ETF TR 5,437 293 0.21%
70 PROCTER AND GAMBLE CO 6,901 628 0.44%
71 QUALCOMM INC 2,984 222 0.16%
72 ROYAL BK CDA MONTREAL QUE 4,522 312 0.22%
73 SCHWAB U.S. BROAD MARKET ETF 11,293 563 0.39%
74 SPDR DOW JONES INDL AVRG ETF 1,178 210 0.15%
75 SPDR S&P 500 ETF TR 28,636 5,887 4.12%
76 TOWNEBANK PORTSMOUTH VA COM 13,012 196 0.14%
77 UDR INC 28,922 891 0.62%
78 UNITEDHEALTH GROUP INC 3,286 333 0.23%
79 VANGUARD INDEX FDS 40,600 7,649 5.35%
80 VANGUARD INDEX FDS 6,952 737 0.52%
81 VANGUARD INTL EQUITY INDEX F 31,770 1,909 1.34%
82 VANGUARD INTL EQUITY INDEX F 49,315 1,973 1.38%
83 VANGUARD SPECIALIZED PORTFOL 5,662 460 0.32%
84 VANGUARD TAX-MANAGED FDS 145,600 5,515 3.86%
85 VANGUARD WORLD FD 62,325 6,953 4.87%
86 VERISK ANALYTICS INC 3,120 200 0.14%
87 VERIZON COMMUNICATIONS INC 8,203 382 0.27%
88 WELLS FARGO CO NEW 26,898 1,476 1.03%
Page 2 of 2