aspen investment management inc
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Contact Information
aspen investment management inc
4020 E BELTLINE NE SUITE 103
GRAND RAPIDS MI 49525
Business Phone: 616-361-2500 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $163,041,897 [1]Prior Market Value: $147,102,757 New Purchases: 6 stocks Additional Purchases: 37 stocks Sold out of: 4 stocks Reduced holdings in: 43 stocks Top 10 Holdings %: 41.16% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio InterOil Corporation 10.81% iShares Barclays Intermediate Credit Bd 8.8% SPDR S&P Dividend 3.66% iShares S&P SmallCap 600 Index 3.12% SPDR S&P 500 2.89% Major new positions on 03/31/2013 Stock % of Portfolio Marathon Oil Corporation 0.23% ABBVIE INC. 0.15% Adobe Systems Inc. 0.14% Weyerhaeuser Co. 0.13% General Mills Inc. 0.12%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio iShares Russell 2000 Value Index 1.29% Amphenol Corporation 0.27% Pentair, Inc. 0.19% Independent Bank Corporation 0.03% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-26 Form 13F-HR 2013-01-22 Form 13F-HR 2012-10-29 Form 13F-HR 2012-07-20 Form 13F-HR 2012-05-04 -
- Q4 2011 13F Update - 02/15/2012