Aspen Investment Management Inc

Q1 2014 13F-HR Holdings

Location
Grand Rapids, MI
Holdings as of
3/31/2014
Date filed
5/1/2014
Form type
13F-HR
Num holdings
122
Total value ($000)
$156,806
Net value change ($000)
+6,874 (4.6%)
New positions
1
Sold out positions
5
Turnover %
1.4%
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)
IGIB 4,508 534.1%
INTEROIL CORP 3,537 27.2%
ALPHABET INC CL C 690 NEW
VNQ 235 13.5%
PFF 231 8.2%
MSFT 212 10.6%
FTA 211 6.8%
HYS 194 4.7%
FVD 163 13.2%
AMGN 160 9.4%
Top Reduces (Value $000, Stocks/ETFs)
Alphabet Inc. Class C -694 -100.0%
POWERSHARES -466 -67.8%
WT -398 -25.9%
IVV -358 -58.0%
GE -334 -12.2%
AMZN -314 -29.5%
WM -214 -6.2%
WY -206 -100.0%
TRV -204 -100.0%
ENDO PHARMACEUTICALS HLDGS -202 -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