CANANDAIGUA NATIONAL BANK & TRUST CO

Q2 2014 13F-HR Holdings

Location
Canandaigua, NY
Holdings as of
6/30/2014
Date filed
7/31/2014
Form type
13F-HR
Num holdings
186
Total value ($000)
$300,792
Net value change ($000)
+5,164 (1.7%)
New positions
8
Sold out positions
7
Turnover %
1.8%
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 1,340 NEW
AAPL 776 14.5%
VWO 681 9.0%
DKS 586 NEW
GE 544 6.4%
SLB 542 20.4%
JNJ 384 5.4%
SNA 381 4.4%
COP 380 18.3%
KO 377 12.6%
Top Reduces (Value $000, Stocks/ETFs)
Alphabet Inc. Class C -1,325 -49.3%
Priceline Com Inc -596 -100.0%
JPM -588 -8.0%
IBM -571 -8.6%
DRI -447 -22.9%
EXPRESS SCRIPTS HLDG CO -444 -14.7%
PFE -411 -8.8%
RTX -349 -4.0%
PAYX -343 -7.3%
PG -340 -4.6%
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