0001102062-18-000010.txt : 20181029
0001102062-18-000010.hdr.sgml : 20181029
20181029150154
ACCESSION NUMBER: 0001102062-18-000010
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181029
DATE AS OF CHANGE: 20181029
EFFECTIVENESS DATE: 20181029
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: 181143947
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
09-30-2018
09-30-2018
false
WEST CHESTER CAPITAL ADVISORS, INC
216 Franklin Street
Johnstown
PA
15901
13F HOLDINGS REPORT
028-05257
N
Steven M. Krawick
President & CEO
814-533-5128
Steven M. Krawick
Johnstown
PA
10-29-2018
1
80
80081
1
0001082834
028-04419
AMERISERV TRUST & FINANCIAL SERVICES CO
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL C
02079K107
888
744
SH
SOLE
744
0
0
ALPHABET INC
CAP STK CL A
02079K305
528
439
SH
SOLE
427
0
12
ALTRIA GROUP INC
COM
02209S103
1469
24365
SH
SOLE
24365
0
0
AMAZON COM INC
COM
023135106
3536
1767
SH
SOLE
1756
0
11
AMERISERV FINL INC
COM
03074A102
1854
431274
SH
SOLE
14227
0
417047
AMGEN INC
COM
031162100
1631
7874
SH
SOLE
7824
0
50
ANNALY CAP MGMT INC
COM
035710409
576
56316
SH
SOLE
56316
0
0
APPLE INC
COM
037833100
3572
15824
SH
SOLE
15728
0
96
BGC PARTNERS INC
CL A
05541T101
118
10000
SH
SOLE
10000
0
0
BP PLC
SPONSORED ADR
055622104
1231
26707
SH
SOLE
26707
0
0
BANK AMER CORP
COM
060505104
448
15153
SH
SOLE
15153
0
0
BANK NEW YORK MELLON CORP
COM
064058100
256
5013
SH
SOLE
5013
0
0
BECTON DICKINSON & CO
COM
075887109
282
1081
SH
SOLE
1081
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
322
1504
SH
SOLE
1504
0
0
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
1557
73423
SH
SOLE
73423
0
0
BLACKROCK MUNIYIELD FD INC
COM
09253W104
294
22375
SH
SOLE
22375
0
0
BOEING CO
COM
097023105
544
1464
SH
SOLE
1464
0
0
BOOKING HLDGS INC
COM
09857L108
433
218
SH
SOLE
218
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
897
14437
SH
SOLE
14437
0
0
CISCO SYS INC
COM
17275R102
330
6813
SH
SOLE
6813
0
0
CITIGROUP INC
COM NEW
172967424
342
4770
SH
SOLE
4770
0
0
CLOROX CO DEL
COM
189054109
230
1526
SH
SOLE
1526
0
0
COCA COLA CO
COM
191216100
696
15060
SH
SOLE
15060
0
0
DANAHER CORP DEL
COM
235851102
890
8191
SH
SOLE
8191
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
262
3277
SH
SOLE
3277
0
0
EXELON CORP
COM
30161N101
685
15682
SH
SOLE
15682
0
0
EXXON MOBIL CORP
COM
30231G102
484
5683
SH
SOLE
5683
0
0
FNB CORP PA
COM
302520101
524
41212
SH
SOLE
33110
0
8102
FACEBOOK INC
CL A
30303M102
1419
8628
SH
SOLE
8578
0
50
FIRST COMWLTH FINL CORP PA
COM
319829107
169
10440
SH
SOLE
10440
0
0
FISERV INC
COM
337738108
348
4400
SH
SOLE
4400
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
529
38019
SH
SOLE
38019
0
0
GABELLI EQUITY TR INC
COM
362397101
110
16900
SH
SOLE
16900
0
0
GABELLI HLTHCARE & WELLNESS
SHS
36246K103
157
14250
SH
SOLE
14250
0
0
GILEAD SCIENCES INC
COM
375558103
746
9665
SH
SOLE
9665
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
221
1000
SH
SOLE
1000
0
0
ISHARES TR
CORE S&P500 ETF
464287200
205
700
SH
SOLE
700
0
0
ISHARES TR
CORE S&P500 ETF
464287200
433
1479
SH
OTR
1479
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
953
7812
SH
SOLE
7812
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
6963
79886
SH
SOLE
79796
0
90
ISHARES TR
CORE S&P SCP ETF
464287804
235
2690
SH
OTR
2690
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
474
5485
SH
SOLE
5485
0
0
ISHARES TR
USA MOMENTUM FCT
46432F396
380
3196
SH
SOLE
3196
0
0
JPMORGAN CHASE & CO
COM
46625H100
344
3038
SH
SOLE
3038
0
0
JOHNSON & JOHNSON
COM
478160104
1828
13229
SH
SOLE
13142
0
87
LILLY ELI & CO
COM
532457108
844
7865
SH
SOLE
7865
0
0
LIVE OAK BANCSHARES INC
COM
53803X105
2957
110344
SH
SOLE
110344
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
574
2580
SH
SOLE
2580
0
0
MCDONALDS CORP
COM
580135101
603
3603
SH
SOLE
3603
0
0
MERCK & CO INC
COM
58933Y105
244
3437
SH
SOLE
3437
0
0
MICROSOFT CORP
COM
594918104
1356
11923
SH
SOLE
11829
0
94
NIKE INC
CL B
654106103
1065
12574
SH
SOLE
12449
0
125
NUVEEN QUALITY MUNCP INCOME
COM
67066V101
198
15504
SH
SOLE
15504
0
0
NUVEEN PENNSYLVANIA QLT MUN
COM
670972108
414
33281
SH
SOLE
33281
0
0
PANDORA MEDIA INC
COM
698354107
95
10000
SH
SOLE
10000
0
0
PEPSICO INC
COM
713448108
713
6380
SH
SOLE
6380
0
0
PFIZER INC
COM
717081103
576
13079
SH
SOLE
13079
0
0
PHILIP MORRIS INTL INC
COM
718172109
343
4208
SH
SOLE
4208
0
0
PRICE T ROWE GROUP INC
COM
74144T108
271
2600
SH
SOLE
2600
0
0
PROSHARES TR
PSHS ULTSH 20YRS
74347B201
230
6000
SH
SOLE
6000
0
0
PROSHARES TR
PSHS ULT S&P 500
74347R107
15918
124831
SH
SOLE
124782
0
49
PROSHARES TR
PSHS ULT S&P 500
74347R107
339
2660
SH
OTR
2660
0
0
RITE AID CORP
COM
767754104
78
61000
SH
SOLE
61000
0
0
ROKU INC
COM CL A
77543R102
365
5000
SH
SOLE
5000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1101
3788
SH
SOLE
3137
0
651
SPDR S&P 500 ETF TR
TR UNIT
78462F103
332
1143
SH
OTR
1143
0
0
SPDR SERIES TRUST
BLOOMBERG BRCLYS
78464A417
362
10040
SH
SOLE
10040
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
276
755
SH
SOLE
755
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
227
3000
SH
SOLE
3000
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
297
1115
SH
SOLE
1086
0
29
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
4938
18492
SH
SOLE
18487
0
5
VERIZON COMMUNICATIONS INC
COM
92343V104
647
12127
SH
SOLE
12127
0
0
VISA INC
COM CL A
92826C839
1980
13192
SH
SOLE
13101
0
91
VISA INC
COM CL A
92826C839
214
1424
SH
OTR
1358
0
66
VONAGE HLDGS CORP
COM
92886T201
283
20000
SH
SOLE
20000
0
0
WABTEC CORP
COM
929740108
455
4337
SH
SOLE
4337
0
0
WALMART INC
COM
931142103
514
5475
SH
SOLE
5400
0
75
QUOTIENT LTD
SHS
G73268107
151
20000
SH
SOLE
20000
0
0
CHUBB LIMITED
COM
H1467J104
509
3806
SH
SOLE
3806
0
0
KORNIT DIGITAL LTD
SHS
M6372Q113
219
10000
SH
SOLE
10000
0
0