Location
Denver, CO
Holdings as of
3/31/2014
Date filed
5/2/2014
Form type
13F-HR
Num holdings
1,957
Total value ($000)
$11,698,309
Net value change ($000)
+65,112 (0.6%)
New positions
26
Sold out positions
24
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2013
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)
DAL 28,685 1095.7%
Endo International plc 13,665 NEW
PRIVATEBANCORP INC 12,810 1989.1%
UNP 12,809 14.1%
WFC 12,767 8.8%
MSFT 12,303 9.0%
VZ 11,876 16.9%
CVS 11,872 17.8%
MRK 11,782 13.2%
ECL 11,600 51.5%
Top Reduces (Value $000, Stocks/ETFs)
BFH -18,927 -85.6%
PM -18,748 -17.9%
AAPL -18,318 -5.7%
ENDO PHARMACEUTICALS HLDGS -14,090 -100.0%
EXR -14,025 -59.7%
OII -13,825 -88.4%
GIS -13,177 -39.2%
MA -13,008 -15.8%
CUBIST PHARMACEUTICALS INC -12,354 -50.7%
DEO -11,256 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type