0001102062-18-000006.txt : 20180504 0001102062-18-000006.hdr.sgml : 20180504 20180504155027 ACCESSION NUMBER: 0001102062-18-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180504 DATE AS OF CHANGE: 20180504 EFFECTIVENESS DATE: 20180504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEST CHESTER CAPITAL ADVISORS, INC CENTRAL INDEX KEY: 0001102062 IRS NUMBER: 232784994 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05257 FILM NUMBER: 18807745 BUSINESS ADDRESS: STREET 1: 216 FRANKLIN STREET CITY: JOHNSTOWN STATE: PA ZIP: 15901 BUSINESS PHONE: 8145335338 MAIL ADDRESS: STREET 1: 216 FRANKLIN STREET CITY: JOHNSTOWN STATE: PA ZIP: 15901 FORMER COMPANY: FORMER CONFORMED NAME: WESTCHESTER CAPITAL ADVISORS /PA DATE OF NAME CHANGE: 19991229 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001102062 XXXXXXXX 03-31-2018 03-31-2018 false WEST CHESTER CAPITAL ADVISORS, INC

216 FRANKLIN STREET JOHNSTOWN PA 15901

13F HOLDINGS REPORT 028-05257 N Steven M. Krawick 814-533-5127 Steven M. Krawick Johnstown PA 05-04-2018 1 79 88428 1 0001082834 028-04419 AMERISERV TRUST & FINANCIAL SERVICES CO INFORMATION TABLE 2 infotable.xml AT&T INC COM 00206R102 824 23133 SH SOLE 23133 0 0 ALPHABET INC CAP STK CL C 02079K107 785 761 SH SOLE 761 0 0 ALPHABET INC CAP STK CL A 02079K305 406 392 SH SOLE 392 0 0 ALTRIA GROUP INC COM 02209S103 1447 23226 SH SOLE 23226 0 0 AMARIN CORP PLC SPONS ADR NEW 023111206 31 10335 SH SOLE 10335 0 0 AMAZON COM INC COM 023135106 2530 1748 SH SOLE 1748 0 0 AMERISERV FINL INC COM 03074A102 1832 457954 SH SOLE 15689 0 442265 AMGEN INC COM 031162100 1355 7932 SH SOLE 7882 0 50 ANNALY CAP MGMT INC COM 035710409 502 48111 SH SOLE 48111 0 0 APPLE INC COM 037833100 2598 15483 SH SOLE 15483 0 0 BGC PARTNERS INC CL A 05541T101 135 10000 SH SOLE 10000 0 0 BP PLC SPONSORED ADR 055622104 1087 26818 SH SOLE 26818 0 0 BANK AMER CORP COM 060505104 387 12813 SH SOLE 12813 0 0 BANK NEW YORK MELLON CORP COM 064058100 236 4575 SH SOLE 4575 0 0 BECTON DICKINSON & CO COM 075887109 239 1101 SH SOLE 1101 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 305 1529 SH SOLE 1529 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 11442 508068 SH SOLE 508068 0 0 BLACKROCK MUNIYIELD FD INC COM 09253W104 299 22375 SH SOLE 22375 0 0 BOEING CO COM 097023105 447 1363 SH SOLE 1363 0 0 BOOKING HLDGS INC COM 09857L108 454 218 SH SOLE 218 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 984 15606 SH SOLE 15606 0 0 CHEVRON CORP NEW COM 166764100 210 1843 SH SOLE 1843 0 0 CISCO SYS INC COM 17275R102 294 6813 SH SOLE 6813 0 0 CITIGROUP INC COM NEW 172967424 322 4770 SH SOLE 4770 0 0 CLOROX CO DEL COM 189054109 225 1691 SH SOLE 1691 0 0 COCA COLA CO COM 191216100 609 14020 SH SOLE 14020 0 0 DANAHER CORP DEL COM 235851102 833 8511 SH SOLE 8511 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 261 3367 SH SOLE 3367 0 0 EXELON CORP COM 30161N101 495 12690 SH SOLE 12690 0 0 EXXON MOBIL CORP COM 30231G102 457 6090 SH SOLE 6090 0 0 FNB CORP PA COM 302520101 530 39379 SH SOLE 39379 0 0 FACEBOOK INC CL A 30303M102 1149 7191 SH SOLE 7191 0 0 FIFTH THIRD BANCORP COM 316773100 244 7677 SH SOLE 7677 0 0 FIRST COMWLTH FINL CORP PA COM 319829107 148 10440 SH SOLE 10440 0 0 FISERV INC COM 337738108 314 4400 SH SOLE 4400 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 831 74975 SH SOLE 74975 0 0 FREEPORT-MCMORAN INC CL B 35671D857 625 35582 SH SOLE 35582 0 0 GABELLI EQUITY TR INC COM 362397101 64 10400 SH SOLE 10400 0 0 GABELLI HLTHCARE & WELLNESS SHS 36246K103 132 13850 SH SOLE 13850 0 0 GILEAD SCIENCES INC COM 375558103 757 10059 SH SOLE 10059 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 248 1000 SH SOLE 1000 0 0 ISHARES TR CORE S&P500 ETF 464287200 392 1479 SH OTR 1479 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 5920 122621 SH SOLE 122621 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 237 2833 SH SOLE 2833 0 0 ISHARES TR NASDAQ BIOTECH 464287556 618 5789 SH SOLE 5789 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2790 36192 SH SOLE 36192 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 212 3500 SH SOLE 3500 0 0 JPMORGAN CHASE & CO COM 46625H100 337 3038 SH SOLE 3038 0 0 JOHNSON & JOHNSON COM 478160104 2117 16528 SH SOLE 16528 0 0 LILLY ELI & CO COM 532457108 594 7681 SH SOLE 7681 0 0 LIVE OAK BANCSHARES INC COM 53803X105 3068 110344 SH SOLE 110344 0 0 MASTERCARD INCORPORATED CL A 57636Q104 452 2580 SH SOLE 2580 0 0 MCDONALDS CORP COM 580135101 566 3618 SH SOLE 3618 0 0 MERCK & CO INC COM 58933Y105 238 4363 SH SOLE 4363 0 0 MICROSOFT CORP COM 594918104 1096 11941 SH SOLE 11941 0 0 NIKE INC CL B 654106103 822 12370 SH SOLE 12245 0 125 NUVEEN QUALITY MUNCP INCOME COM 67066V101 204 15504 SH SOLE 15504 0 0 PEPSICO INC COM 713448108 826 7564 SH SOLE 7564 0 0 PFIZER INC COM 717081103 392 11039 SH SOLE 11039 0 0 PHILIP MORRIS INTL INC COM 718172109 429 4320 SH SOLE 4320 0 0 PRICE T ROWE GROUP INC COM 74144T108 283 2600 SH SOLE 2600 0 0 PROCTER AND GAMBLE CO COM 742718109 364 5000 SH SOLE 5000 0 0 PROSHARES TR PSHS ULT S&P 500 74347R107 12770 121070 SH SOLE 121021 0 49 PROSHARES TR PSHS ULT S&P 500 74347R107 222 2105 SH OTR 2105 0 0 RITE AID CORP COM 767754104 52 31000 SH SOLE 31000 0 0 SEI INVESTMENTS CO COM 784117103 240 3400 SH SOLE 3400 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 780 2964 SH SOLE 2964 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 355 1348 SH OTR 1348 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 356 9940 SH SOLE 9940 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4769 13955 SH SOLE 13955 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 202 3000 SH SOLE 3000 0 0 SHERWIN WILLIAMS CO COM 824348106 392 1000 SH SOLE 1000 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5067 20929 SH SOLE 20924 0 5 VERIZON COMMUNICATIONS INC COM 92343V104 999 20843 SH SOLE 20843 0 0 VISA INC COM CL A 92826C839 1497 12516 SH SOLE 12516 0 0 VONAGE HLDGS CORP COM 92886T201 213 20000 SH SOLE 20000 0 0 WABTEC CORP COM 929740108 353 4337 SH SOLE 4337 0 0 WALMART INC COM 931142103 576 6475 SH SOLE 6400 0 75 CHUBB LIMITED COM H1467J104 555 4055 SH SOLE 4055 0 0