0001140361-14-037270.txt : 20141003
0001140361-14-037270.hdr.sgml : 20141003
20141003114745
ACCESSION NUMBER: 0001140361-14-037270
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141003
DATE AS OF CHANGE: 20141003
EFFECTIVENESS DATE: 20141003
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Oak Capital, LLC
CENTRAL INDEX KEY: 0001387399
IRS NUMBER: 562398650
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12100
FILM NUMBER: 141138863
BUSINESS ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
BUSINESS PHONE: (805) 230-8282
MAIL ADDRESS:
STREET 1: 2801 TOWNSGATE ROAD, SUITE 112
CITY: WESTLAKE VILLAGE
STATE: CA
ZIP: 91361
FORMER COMPANY:
FORMER CONFORMED NAME: Live Oak Capital, LLC
DATE OF NAME CHANGE: 20070122
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001387399
XXXXXXXX
09-30-2014
09-30-2014
West Oak Capital, LLC
2801 TOWNSGATE ROAD, SUITE 112
WESTLAKE VILLAGE
CA
91361
13F HOLDINGS REPORT
028-12100
N
Lisa Snider
Partner
805-230-8282
/s/ Lisa Snider
Westlake Village
CA
10-02-2014
0
317
133526303
false
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0
0
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COM
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COM
61166W101
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61
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0
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Morgan Stanley
COM
617446448
348638
10085
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COM
61945A107
4441
100
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100
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Munich RE ADR
COM
626188106
19562
990
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990
0
0
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COM
649445103
5158
325
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325
0
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NextEra Energy
COM
65339F101
1968959
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654106103
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168
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2905
150
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0
Noble Energy Inc
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655044105
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58
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33
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655844108
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464
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COM
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666807102
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55
0
0
Novartis AG Spon Adr
COM
66987V109
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0
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COM
67103H107
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14
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14
0
0
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COM
674001201
28105
550
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SOLE
550
0
0
Occidental Petroleum Corp
COM
674599105
961981
10005
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10005
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0
Oracle Corporation
COM
68389X105
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Organovo Holdings Inc
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68620A104
5733
900
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900
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Owens Corning Inc
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690742101
1175
37
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37
0
0
Penske Automotive Group
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70959W103
2151
53
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53
0
0
Pentair Ltd
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143
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143
0
0
Pepsico Incorporated
COM
713448108
1348502
14486
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14486
0
0
Perkinelmer Inc
COM
714046109
152600
3500
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3500
0
0
Pfizer Incorporated
COM
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0
Philip Morris Intl Inc
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0
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17
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724086103
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1500
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1500
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PNC Finl Services Gp Inc
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693472105
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101
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101
0
0
PPG Industries Inc
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2261
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0
PPL Corporation
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3711
113
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113
0
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Precision Castparts Corp
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27
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27
0
0
Priceline.Com Inc New
COM
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16
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16
0
0
Procter & Gamble Co
COM
742718109
1560579
18636
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18636
0
0
Public Storage Inc
COM
74460D109
226372
1365
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1365
0
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Qualcomm Inc
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22785
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22785
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0
Radioshack Corporation
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750438103
590
596
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Range Resources Corp
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375
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Redhat Inc
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149
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149
0
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Renaissancere Hldgs Incf
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21
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0
0
Reynolds American Inc
COM
761713106
11682
198
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SOLE
198
0
0
Rockwell Automation Inc
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1978
18
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0
0
Royal Dutch Shell A Adrf
COM
780259206
1226759
16114
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16114
0
0
S B A Communications Cp
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78388J106
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96
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96
0
0
Sanofi Aventis Adr
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80105N105
4966
88
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0
0
Schlumberger Ltd
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396
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396
0
0
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COM
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90
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90
0
0
Schwab International Equities etf
COM
808524805
2482
80
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80
0
0
Schwab US Large Co Equities etf
COM
808524201
37592
800
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800
0
0
Schwab US REIT etf
COM
808524847
2384
70
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70
0
0
Schwab US Small Co Equities etf
COM
808524607
2570
50
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50
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0
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812350106
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Sector Spdr Engy Select
COM
81369Y506
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870
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870
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0
Sector Spdr Fincl Select
COM
81369Y605
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2265
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2265
0
0
Sector Spdr Health Fund
COM
81369Y209
32594
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510
0
0
Sector Spdr Indl Select
COM
81369Y704
89824
1690
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0
Sector SPDR Technology Shares
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81369Y803
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0
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181620
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Sony Corp
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126
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Southern Realty Company
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Statoilhydro Asa Adr
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Steel Dynamics Inc
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175
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858912108
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Strattec Security Corp
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20
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0
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Streettracks Gold Trust Index
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78463V107
106332
915
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915
0
0
Supervalu Inc
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868536103
23244
2600
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2600
0
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Sysco Corporation
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49335
1300
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T J X Cos Inc
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7400
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74144T108
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15280
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0
0
Target Corporation
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7612E1061
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TE Connectivity Ltd
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H84989104
33174
600
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600
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Technip Adr
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878546209
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48
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48
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Teledyne Technologies
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300
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300
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0
Teva Pharm Inds Ltd Adr
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200
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600
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600
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COM
89151E109
25780
400
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400
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Toyota Motor Corp
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30
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Travelers Companies Inc
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Union Pacific Corp
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United Parcel Service B
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United Technologies Corp
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US Bancorp Del New
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V F Corporation
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Vale SA Adr
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91912E105
683
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Valero Energy Corp New
COM
91913Y100
4072
88
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Vanguard Growth
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1190
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400
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Ventas
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1
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Wisconsin Energy
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125
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Zimmer Holdings Inc
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