Location
Albany, NY
Holdings as of
6/30/2014
Date filed
8/4/2014
Form type
13F-HR
Num holdings
1,499
Total value ($000)
$38,472,446
Net value change ($000)
+400,104 (1.1%)
New positions
22
Sold out positions
22
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ALPHABET INC CL C 325,291 NEW
AAPL 136,242 13.8%
SLB 45,759 17.6%
INTC 44,132 16.5%
COP 32,814 18.2%
GILD 31,231 13.8%
PNR 30,712 NEW
CVX 29,199 6.2%
Broadcom Inc 28,631 NEW
OVERSEAS SHIPHOLDING GROUP INC 24,141 35.3%
Top Reduces (Value $000, Stocks/ETFs)
Alphabet Inc. Class C -316,158 -49.1%
BAC -49,631 -13.2%
PFE -46,444 -10.9%
IBM -43,116 -11.2%
JPM -37,146 -7.9%
Pentair Inc -33,400 -100.0%
PG -25,535 -5.8%
BEAM INC -24,177 -100.0%
BMY -19,345 -11.0%
EBAY -19,042 -14.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type