CAPITAL INTERNATIONAL INC /CA/

Q1 2014 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
105
Total value ($000)
$2,265,336
Net value change ($000)
-56,541 (-2.4%)
New positions
9
Sold out positions
6
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

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)
CIG 73,506 NEW
ITUB 38,198 34.9%
COBALT INTERNATIONAL 28,601 49.6%
IBN 16,334 21.3%
VALE 13,887 NEW
PXGBX 10,334 NEW
BBD 9,063 9.7%
WFC 7,317 NEW
CX 5,815 6.3%
ABBV 5,140 NEW
Top Reduces (Value $000, Stocks/ETFs)
YANDEX NV A -68,270 -29.9%
GENPACT LTD -40,038 -57.0%
OI S.A. - In Judicial Reorganization -27,928 -100.0%
GGB -18,603 -18.2%
GILD -11,746 -14.8%
ARCOS DORADOS HOLDINGS INC CL A -11,320 -17.3%
Ensco PLC -7,950 -9.2%
BLK -7,428 -73.5%
CNC -5,836 -100.0%
Paramount Global -5,717 -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