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Institutional Investment Manager
W.G. Shaheen & Associates DBA Whitney & Co
W.G. Shaheen & Associates DBA Whitney & Co (CIK: 0001577001) incorporated in New York, located at 959 Panorama Trail S, Rochester, NY. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 102 holdings with a total value of $249,757,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 PAYCHEX INC 144,928 8,387,000 3.36%
102 APPLE INC 103,932 11,750,000 4.70%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-019631, filed 2016.10.13).

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.