0001102062-17-000002.txt : 20170130 0001102062-17-000002.hdr.sgml : 20170130 20170130105339 ACCESSION NUMBER: 0001102062-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170130 DATE AS OF CHANGE: 20170130 EFFECTIVENESS DATE: 20170130 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: 17555776 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 12-31-2016 12-31-2016 false WEST CHESTER CAPITAL ADVISORS, INC
216 FRANKLIN STREET JOHNSTOWN PA 15901
13F HOLDINGS REPORT 028-05257 N
STEVEN M. KRAWICK PRESIDENT & CEO 814-533-5127 STEVEN M. KRAWICK JOHNSTOWN PA 01-30-2017 1 33 85611 1 0001082834 028-04419 AMERISERV TRUST & FINANCIAL SERVICES CO
INFORMATION TABLE 2 infotable.xml AT&T INC COM 00206R102 1188 27951 SH SOLE 27951 0 0 ALTRIA GROUP INC COM 02209S103 1760 26023 SH SOLE 26023 0 0 AMERISERV FINL INC COM 03074A102 1634 441571 SH SOLE 14199 0 427372 ANNALY CAP MGMT INC COM 035710409 511 51230 SH SOLE 51230 0 0 APPLE INC COM 037833100 1588 13707 SH SOLE 13707 0 0 BP PLC SPONSORED ADR 055622104 1008 26968 SH SOLE 26968 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 34003 1574225 SH SOLE 1574225 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 1125 52095 SH OTR 51265 830 0 BLACKROCK MUNIHLDNGS QLTY II COM 09254C107 241 17912 SH SOLE 17912 0 0 BLACKROCK MUNIYIELD PA QLTY COM 09255G107 243 17218 SH SOLE 17218 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 883 15142 SH SOLE 15142 0 0 COCA COLA CO COM 191216100 542 13083 SH SOLE 13083 0 0 EXELON CORP COM 30161N101 431 12140 SH SOLE 12140 0 0 FNB CORP PA COM 302520101 676 42200 SH SOLE 42200 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 912 75175 SH SOLE 75175 0 0 FREEPORT-MCMORAN INC CL B 35671D857 436 33074 SH SOLE 33074 0 0 GENERAL ELECTRIC CO COM 369604103 567 18004 SH SOLE 18004 0 0 GENERAL MLS INC COM 370334104 774 12524 SH SOLE 12524 0 0 HUNTINGTON BANCSHARES INC COM 446150104 227 17154 SH SOLE 17154 0 0 ISHARES MSCI BRZ CAP ETF 464286400 1248 37439 SH SOLE 37439 0 0 ISHARES TR 1-3 YR TR BD ETF 464287457 2941 34831 SH SOLE 34604 0 227 ISHARES TR CORE S&P SCP ETF 464287804 4234 30953 SH SOLE 30953 0 0 JOHNSON & JOHNSON COM 478160104 1974 17197 SH SOLE 17197 0 0 LIVE OAK BANCSHARES INC COM 53803X105 2041 110344 SH SOLE 110344 0 0 MICROSOFT CORP COM 594918104 732 11749 SH SOLE 11749 0 0 NIKE INC CL B 654106103 1083 21298 SH SOLE 21173 0 125 PFIZER INC COM 717081103 551 16966 SH SOLE 16966 0 0 PROSHARES TR PSHS ULT S&P 500 74347R107 5125 67307 SH SOLE 67290 0 17 SPDR SERIES TRUST BLOOMBERG BRCLYS 78464A417 427 11720 SH SOLE 11720 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4382 14522 SH SOLE 14522 0 0 TRINITY INDS INC COM 896522109 1070 38541 SH SOLE 38541 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9623 46864 SH SOLE 46832 27 5 VERIZON COMMUNICATIONS INC COM 92343V104 1431 26864 SH SOLE 26864 0 0