0001109228-14-000001.txt : 20140210 0001109228-14-000001.hdr.sgml : 20140210 20140210103735 ACCESSION NUMBER: 0001109228-14-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140210 DATE AS OF CHANGE: 20140210 EFFECTIVENESS DATE: 20140210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KCM INVESTMENT ADVISORS LLC CENTRAL INDEX KEY: 0001109228 IRS NUMBER: 911756649 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05651 FILM NUMBER: 14586624 BUSINESS ADDRESS: STREET 1: 750 LINDARO STREET STREET 2: SUITE 250 CITY: SAN RAFAEL STATE: CA ZIP: 94901 BUSINESS PHONE: 415-461-7788 MAIL ADDRESS: STREET 1: 750 LINDARO STREET STREET 2: SUITE 250 CITY: SAN RAFAEL STATE: CA ZIP: 94901 FORMER COMPANY: FORMER CONFORMED NAME: KCM INVESTMENT ADVISORS/CA DATE OF NAME CHANGE: 20000413 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001109228 XXXXXXXX 12-31-2013 12-31-2013 KCM INVESTMENT ADVISORS LLC

750 LINDARO STREET SUITE 250 SAN RAFAEL CA 94901

13F HOLDINGS REPORT 028-05651 N William Prince 4154617788 William Prince San Rafael CA 02-10-2014 0 454 919139 false INFORMATION TABLE 2 kcm13f12312013.xml 3M Co COM 88579y101 8977 64007 SH SOLE 64007 0 0 ABB Ltd -Spon ADR COM 000375204 4243 159757 SH SOLE 159757 0 0 AGL Resources Inc COM 001204106 2832 59960 SH SOLE 59960 0 0 AT&T Inc COM 00206r102 10010 284700 SH SOLE 284700 0 0 AbbVie Inc COM 00287y109 6226 117896 SH SOLE 117896 0 0 Abbott Laboratories COM 002824100 7321 191000 SH SOLE 191000 0 0 Accenture PLC-Cl A COM g1151c101 3452 41984 SH SOLE 41984 0 0 Adobe Systems Inc COM 00724f101 411 6870 SH SOLE 6870 0 0 Aetna Inc COM 00817Y108 405 5900 SH SOLE 5900 0 0 Agilent Technologies Inc COM 00846u101 917 16038 SH SOLE 16038 0 0 Air Products & Chemicals Inc COM 009158106 2730 24421 SH SOLE 24421 0 0 Allegion PLC COM g0176j109 271 6134 SH SOLE 6134 0 0 Allergan Inc COM 018490102 259 2328 SH SOLE 2328 0 0 Allstate Corp COM 020002101 301 5512 SH SOLE 5512 0 0 Altria Group Inc COM 02209s103 6330 164895 SH SOLE 164895 0 0 Amarillo Gold Corp COM 041133317 125 1400000 SH SOLE 1400000 0 0 Amazon.Com Inc COM 023135106 226 566 SH SOLE 566 0 0 American Electric Power COM 025537101 369 7898 SH SOLE 7898 0 0 American Express Co COM 025816109 3104 34212 SH SOLE 34212 0 0 Amgen Inc COM 031162100 1442 12640 SH SOLE 12640 0 0 Apache Corp COM 037411105 355 4128 SH SOLE 4128 0 0 Apple Inc COM 037833100 14106 25144 SH SOLE 25144 0 0 Archer-Daniels-Midland Co COM 039483102 509 11719 SH SOLE 11719 0 0 Automatic Data Processing COM 053015103 5202 64382 SH SOLE 64382 0 0 BCE Inc COM 05534b760 1774 40985 SH SOLE 40985 0 0 BHP Billiton Ltd-Spon ADR COM 088606108 210 3080 SH SOLE 3080 0 0 BP PLC-Spons ADR COM 055622104 428 8795 SH SOLE 8795 0 0 Bank Of Marin Bancorp/CA COM 063425102 542 12501 SH SOLE 12501 0 0 Bank of America Corp COM 060505104 2110 135535 SH SOLE 135535 0 0 Bank of Montreal COM 063671101 931 13970 SH SOLE 13970 0 0 Baxter International Inc. 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SH SOLE 4088 0 0 Stryker Corp COM 863667101 288 3833 SH SOLE 3833 0 0 Summit Hotel Properties Inc COM 866082100 123 13664 SH SOLE 13664 0 0 SunPower Corp COM 867652406 894 30000 SH SOLE 30000 0 0 Suncor Energy Inc COM 867224107 389 11100 SH SOLE 11100 0 0 TD Ameritrade Holding Corp COM 87236y108 1375 44877 SH SOLE 44877 0 0 TJX Companies Inc COM 872540109 427 6700 SH SOLE 6700 0 0 Target Corp COM 87612e106 5329 84232 SH SOLE 84232 0 0 Tesla Motors Inc COM 88160r101 243 1613 SH SOLE 1613 0 0 Teva Pharmaceutical-Sp ADR COM 881624209 310 7726 SH SOLE 7726 0 0 Texas Instruments Inc COM 882508104 211 4800 SH SOLE 4800 0 0 Toronto-Dominion Bank COM 891160509 3583 38020 SH SOLE 38020 0 0 Total SA-Spon ADR COM 89151e109 357 5819 SH SOLE 5819 0 0 Toyota Motor Corp -Spon ADR COM 892331307 1702 13959 SH SOLE 13959 0 0 Travelers Cos Inc/The COM 89417e109 3018 33331 SH SOLE 33331 0 0 Twenty-First Century Fox-B (fo COM 90130a200 2466 71279 SH SOLE 71279 0 0 UDR Inc COM 902653104 211 9030 SH SOLE 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Inc COM 984332106 1142 28250 SH SOLE 28250 0 0 Yingli Green Energy Holding Co COM 98584b103 76 15000 SH SOLE 15000 0 0 Yum! Brands Inc COM 988498101 388 5138 SH SOLE 5138 0 0 Zimmer Holdings Inc COM 98956p102 940 10083 SH SOLE 10083 0 0 Zogenix Inc COM 98978l105 34 10000 SH SOLE 10000 0 0 iShares DJ Select Dividend Ind COM 464287168 5820 81574 SH SOLE 81574 0 0 iShares DJ US Energy Sector COM 464287796 291 5762 SH SOLE 5762 0 0 iShares DJ US Financial Sect COM 464287788 997 12433 SH SOLE 12433 0 0 iShares DJ US Healthcare Sec COM 464287762 213 1829 SH SOLE 1829 0 0 iShares DJ US Telecommunicatio COM 464287713 331 11131 SH SOLE 11131 0 0 iShares FTSE/Xinhua China 25 COM 464287184 261 6805 SH SOLE 6805 0 0 iShares MSCI Canada Index COM 464286509 211 7250 SH SOLE 7250 0 0 iShares MSCI EAFE Index Fund COM 464287465 1563 23291 SH SOLE 23291 0 0 iShares MSCI Emerging Markets COM 464287234 708 16940 SH SOLE 16940 0 0 iShares MSCI USA Quality Facto COM 46432f339 406 7180 SH SOLE 7180 0 0 iShares Nasdaq Biotech Index F COM 464287556 647 2851 SH SOLE 2851 0 0 iShares Russell 1000 Growth COM 464287614 589 6857 SH SOLE 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Non-Call B PFD 22532r101 1619 56229 SH SOLE 56229 0 0 Allied Capital ARCC6.875% 4/20 PFD 01903q207 413 18117 SH SOLE 18117 0 0 American Capital Agency 8.0% P PFD 02503x204 948 37324 SH SOLE 37324 0 0 Annaly Capital 7.625% Perp Cl PFD 035710706 219 9884 SH SOLE 9884 0 0 Arch Capital 6.75% BBB QDI Cl PFD g0450a204 487 21230 SH SOLE 21230 0 0 Ares Capital 7.75% 2040 Call 1 PFD 04010l202 1933 76380 SH SOLE 76380 0 0 Argo Group 6.5% Sr Notes Call PFD 040130205 266 13150 SH SOLE 13150 0 0 Ashford Hospitality 9.0% NR Ca PFD 044103505 1137 42896 SH SOLE 42896 0 0 Aspen Insurance 7.25% Call07/2 PFD g05384147 4495 183552 SH SOLE 183552 0 0 Aspen Insurance 7.401% Call 07 PFD g05384139 592 23388 SH SOLE 23388 0 0 Aviva 8.25% 12/2041 Call 12/20 PFD 05382a203 9374 342126 SH SOLE 342126 0 0 Axis Capital 6.875% Cl 4/17 QD PFD g0692u307 322 13650 SH SOLE 13650 0 0 BAC Flt LIB+35 BB+ NCU QDI Cl PFD 060505815 264 13095 SH SOLE 13095 0 0 BGC Partners 8.125% 2042 Call PFD 05541t408 1147 44337 SH SOLE 44337 0 0 Banco Santander 6.80% QDI Clbl PFD 80281r706 290 11765 SH SOLE 11765 0 0 Banco Santander10.5% Perp Cl9/ PFD e8683r144 1089 41304 SH SOLE 41304 0 0 Bank of America 6.625%Prp Cl 1 PFD 060505740 374 14902 SH SOLE 14902 0 0 Barclay's 6.625% Perpetual 9/1 PFD 06739f390 231 9554 SH SOLE 9554 0 0 Barclays 7.75% Prp Cl 9/13 BBB PFD 06739h511 1639 64708 SH SOLE 64708 0 0 Barclays 8.125% Perp/Cl 3/14 B PFD 06739h362 3914 154284 SH SOLE 154284 0 0 Barclays Bank 7.1% Prp Call 12 PFD 06739h776 1169 46441 SH SOLE 46441 0 0 Campus Crest Comm 8.00% Perp C PFD 13466y204 1306 52894 SH SOLE 52894 0 0 CenturyLink Quest 6.125%Nts Cl PFD 74913g600 440 23200 SH SOLE 23200 0 0 CenturyLink Quest 7.0%SnNts Cl PFD 74913g501 2249 102849 SH SOLE 102849 0 0 CenturyLink Quest7.375% 6/51 C PFD 74913g204 1106 47822 SH SOLE 47822 0 0 CenturyLink SnNote7.5% 2051 Cl PFD 74913g303 4181 178460 SH SOLE 178460 0 0 CenturyLink SnNotes 7.0% 2050 PFD 74913G402 1315 59940 SH SOLE 59940 0 0 CenturyLink/QuestCTL)SrNt7.75% PFD 740434873 655 25791 SH SOLE 25791 0 0 Charles Schwab 6.0% Cl 9/17 BB PFD 808513204 228 10350 SH SOLE 10350 0 0 Chesapeake Lodging 7.75% PerpC PFD 165240201 1774 72124 SH SOLE 72124 0 0 Citigroup 5.8% B1 Call 4/18 QD PFD 172967366 272 12800 SH SOLE 12800 0 0 Citigroup 7.125% FxdtoFlt Cl 9 PFD 172967358 2537 97820 SH SOLE 97820 0 0 Citigroup Tst 7.875% Cl2015 Li PFD 173080201 224 8210 SH SOLE 8210 0 0 Commonwealth REIT 7.25% Prp/Cl PFD 203233606 534 24478 SH SOLE 24478 0 0 Corporate Office Prop 7.375% C PFD 22002t884 1858 78917 SH SOLE 78917 0 0 CubeSmart 7.75%CUM Call 11/2/2 PFD 229663208 391 15560 SH SOLE 15560 0 0 DTE Energy 6.5% Jr Sub Call 12 PFD 233331602 1237 51160 SH SOLE 51160 0 0 Deutsche Bank 7.35% Cl 12/12 B PFD 25154d102 546 21557 SH SOLE 21557 0 0 Deutsche Bank 8.05% PrpCl6/18 PFD 25150l108 2838 106304 SH SOLE 106304 0 0 Deutsche Bk Tst6.55%Perp Cl 5/ PFD 25153x208 579 23245 SH SOLE 23245 0 0 Deutsche Bnk 6.625% Prp Cl 8/1 PFD 25153y206 277 11138 SH SOLE 11138 0 0 Deutsche Bnk 7.6% Prp Cl 2/18 PFD 25154a108 1477 56891 SH SOLE 56891 0 0 Digital Realty 6.625% Perp CUM PFD 253868806 645 31345 SH SOLE 31345 0 0 Digital Realty 7.0% Perp Call PFD 253868707 3356 154587 SH SOLE 154587 0 0 Discover Financial 6.50%Perp Q PFD 254709207 1313 56976 SH SOLE 56976 0 0 Dominion Res 8.375% Cl 6/14 BB PFD 25746u604 786 30555 SH SOLE 30555 0 0 Endurance Specialty 7.5% Cl 6/ PFD g30397304 1679 66381 SH SOLE 66381 0 0 Endurance Specialty 7.75% Cl12 PFD 29267h208 3564 139326 SH SOLE 139326 0 0 Excel Trust 8.125% CUM Call 1/ PFD 30068c307 1193 45969 SH SOLE 45969 0 0 First Republic 7.0% Cl 12/18 B PFD 33616c860 778 30300 SH SOLE 30300 0 0 First Republic Bank 6.2% Cl 6/ PFD 33616c407 1441 65060 SH SOLE 65060 0 0 First Republic Bank 6.70% Cl20 PFD 33616c209 1410 59542 SH SOLE 59542 0 0 General Growth Prop 6.375% Cl PFD 370023202 322 16000 SH SOLE 16000 0 0 GoldmanSachs Lib+75 Min3.75% C PFD 38143y665 756 41895 SH SOLE 41895 0 0 HSBC 6.36% Perp Callable NCU Q PFD 40429c607 747 32605 SH SOLE 32605 0 0 HSBC Float 4.5%FL Clbl CUM QDI PFD 40428h706 463 18400 SH SOLE 18400 0 0 HSBC Hldgs 8.0% Prp Cl 12/15 B PFD 404280802 5387 199957 SH SOLE 199957 0 0 HSBC Hldgs 8.125% Prp Cl 4/13 PFD 404280703 826 32100 SH SOLE 32100 0 0 Hanover Insurance 6.35% Cl 3/1 PFD 410867204 290 13900 SH SOLE 13900 0 0 Hartford Finl 7.875% 2042 call PFD 416518504 1490 51990 SH SOLE 51990 0 0 Hudson Pacific 8.375% Perp N/R PFD 444097208 859 32783 SH SOLE 32783 0 0 ING Groep NV 7 3/8% Cl 10/12 B PFD 456837707 1820 71657 SH SOLE 71657 0 0 ING Grp NV 7.20%Pfd Perp/Cl l2 PFD 456837301 290 11413 SH SOLE 11413 0 0 Investors REIT 7.95% Perp CUM PFD 461730301 901 34928 SH SOLE 34928 0 0 KKR Financial 7.50% SrNotes Ca PFD 48248a504 3814 150862 SH SOLE 150862 0 0 KKR Financial 8.375%SrNts Call PFD 48248a405 1563 58285 SH SOLE 58285 0 0 KKR Financial7.375% Perp Call PFD 48248a603 3828 158830 SH SOLE 158830 0 0 Kimco Realty 6.90% Perp Call8/ PFD 49446r828 275 11536 SH SOLE 11536 0 0 LaSalle Hotel 7.50% Perp CUM C PFD 517942702 1700 68957 SH SOLE 68957 0 0 Limited 6.70% 3/2033 call 3/20 PFD 73941x551 289 12218 SH SOLE 12218 0 0 M&T Bank 6.375% Cl 11/18 BBB Q PFD 55261f708 553 604 SH SOLE 604 0 0 Maiden Hldgs 8.00% Nts 2042 ca PFD 56029q309 2420 107841 SH SOLE 107841 0 0 Maiden Hldgs 8.25% Nts 2041 ca PFD 56029q200 768 32530 SH SOLE 32530 0 0 Maiden Holdings 8.25%Prp Cl8/2 PFD g5753u120 1605 70167 SH SOLE 70167 0 0 Merrill Lynch 7.28% Perp Cl 9/ PFD 59021k205 289 11503 SH SOLE 11503 0 0 MetLife 3MoLibor+100 Min 4.0% PFD 59156r504 208 9865 SH SOLE 9865 0 0 Montpelier RE 8.875% Perp QDI PFD g62185114 845 31409 SH SOLE 31409 0 0 Morgan Stanley 3MoLib+70bp 4%F PFD 61747s504 528 28080 SH SOLE 28080 0 0 Morgan Stanley 7.125% Fxd-Flt PFD 61762v200 312 11950 SH SOLE 11950 0 0 News Corp 7.00% 12/1/2095 call PFD 863117206 343 13947 SH SOLE 13947 0 0 NuStar Logistics 7.625%Nts Cl PFD 67059t204 797 31305 SH SOLE 31305 0 0 PS Business Parks 6.0% Cl 5/20 PFD 69360j685 267 13230 SH SOLE 13230 0 0 Partner Re 7.25% Call 06/16 BB PFD g68603508 5295 209285 SH SOLE 209285 0 0 Pebblebrook Hotel 8.00%Perp Cu PFD 70509v308 2166 86586 SH SOLE 86586 0 0 Pebblebrook Hotel7.875%Perp Cu PFD 70509v209 830 33237 SH SOLE 33237 0 0 Penn RealEstate 7.375%CUM Perp PFD 709102503 639 26925 SH SOLE 26925 0 0 Pitney Bowes 6.7% Cl 3/7/18 PFD 724479506 409 16700 SH SOLE 16700 0 0 Principal Fin 145Bp+30y QDI ($ PFD 74251v201 655 6550 SH SOLE 6550 0 0 PrivateBancorp PVTB 7.125% Cal PFD 742962400 321 13495 SH SOLE 13495 0 0 Prospect Captl 6.95% Sr Nts 20 PFD 74348t201 1782 69413 SH SOLE 69413 0 0 Protective Life 6.0% Call 8/17 PFD 743674707 369 17400 SH SOLE 17400 0 0 Prudential PLC 6.75% PrpCl 9/0 PFD g7293h114 793 32061 SH SOLE 32061 0 0 Public Storage 5.90% Perp CUM PFD 74460w206 937 43375 SH SOLE 43375 0 0 Public Storage 6.35% Call 7/16 PFD 74460d125 908 38905 SH SOLE 38905 0 0 Public Storage 6.5% Perp Call PFD 74460d158 379 15950 SH SOLE 15950 0 0 Public Storage 6.50% Call 4/20 PFD 74460d141 1682 71954 SH SOLE 71954 0 0 Public Storage 6.875% Prp Cl7/ PFD 74460d182 1185 47313 SH SOLE 47313 0 0 Raymond James Financial 6.90% PFD 754730208 383 15320 SH SOLE 15320 0 0 Realty Income 6.625% Call 2/17 PFD 756109807 321 13400 SH SOLE 13400 0 0 Regency Centers 6.00% Perp CUM PFD 758849806 701 35100 SH SOLE 35100 0 0 Regions Financial 6.375% Cl 12 PFD 7591ep308 408 18400 SH SOLE 18400 0 0 Reinsurance Group of Amer 6.2% PFD 759351703 400 16500 SH SOLE 16500 0 0 Retail Properties of Amer 7.0% PFD 76131v608 396 18800 SH SOLE 18800 0 0 SL Green Realty 6.5% Perp CUM PFD 78440x507 2974 139573 SH SOLE 139573 0 0 Scana Corp 7.70% 2065 Cl1/2015 PFD 80589m201 3230 123132 SH SOLE 123132 0 0 So Cal Ed Flt $100 Callable NC PFD 842400756 787 7800 SH SOLE 7800 0 0 Solar Capital 6.75% Cl 11/17 PFD 83413u308 280 13900 SH SOLE 13900 0 0 Southern Cal Ed 5.625% Cl6/17 PFD 78406t201 400 19900 SH SOLE 19900 0 0 Southern Cal Ed 6.5% $100 Cl3/ PFD 842400723 673 6890 SH SOLE 6890 0 0 Strategic Hotels&Resorts 8.25% PFD 024296164 242 10203 SH SOLE 10203 0 0 Strategic Hotels&Resorts 8.25% PFD 86272t502 315 13282 SH SOLE 13282 0 0 Summit Hotel 7.875% Perp CUM C PFD 866082308 1115 46758 SH SOLE 46758 0 0 Sunstone Hotel 8.00% Perp CUUM PFD 867592507 272 10921 SH SOLE 10921 0 0 Taubman Centers 6.5% CUM NR Cl PFD 876664608 216 10351 SH SOLE 10351 0 0 Telephone & Data 6.875% Cl 11/ PFD 879433845 3370 148854 SH SOLE 148854 0 0 Telephone & Data 7.0% Cl 3/16 PFD 879433837 944 40850 SH SOLE 40850 0 0 US Bancorp 6.5% FxdToFlt Cl 2/ PFD 902973833 1397 53130 SH SOLE 53130 0 0 US Cellular 6.95% 2060 Cl 05/2 PFD 911684405 331 14635 SH SOLE 14635 0 0 Vornado Realty 5.7% Prp Cl 7/1 PFD 929042851 232 11738 SH SOLE 11738 0 0 Vornado Realty 6.875% Prp/Cl 4 PFD 929042869 3143 130643 SH SOLE 130643 0 0 Vornado Realty7.875% 2039Cl 10 PFD 929043602 222 8550 SH SOLE 8550 0 0 Wells Fargo 7.50% Conv/Perp Pf PFD 949746804 745 671 SH SOLE 671 0 0 Wells Fargo 8.00% Prp Cl12/17 PFD 949746879 12506 447277 SH SOLE 447277 0 0 Charles Schwab 7% Perp/Call 2/ PFD 808513AE5 2279 2062000 PRN SOLE 2062000 0 0 Citigroup Inc 5.95% Perp Call PFD 172967GD7 273 295000 PRN SOLE 295000 0 0 GE Cap Corp 6.25% Perp/Call 12 PFD 369622SP1 357 350000 PRN SOLE 350000 0 0 GE Cap Corp 7.125% Perp/Call 6 PFD 369622SN6 1635 1465000 PRN SOLE 1465000 0 0 JPMorgan 7.9% Perp/Call 4/18 - PFD 46625HHA1 2569 2335000 PRN SOLE 2335000 0 0 So. Cal Edison 6.25% Perp/Call PFD 842400FU2 1024 1005000 PRN SOLE 1005000 0 0 Wachovia (WFC) Perp/Call 2/11 PFD 92978AAA0 5005 5440000 PRN SOLE 5440000 0 0 Wells Fargo & Company Perp/Cal PFD 949746PM7 601 540000 PRN SOLE 540000 0 0