Aspen Investment Management Inc

Q2 2014 13F-HR Holdings

Location
Grand Rapids, MI
Holdings as of
6/30/2014
Date filed
8/11/2014
Form type
13F-HR
Num holdings
135
Total value ($000)
$163,754
Net value change ($000)
+6,948 (4.4%)
New positions
20
Sold out positions
7
Turnover %
5.8%
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)
TYCO INTERNATIONAL LTD SHS 1,059 NEW
ZILLOW INC 1,043 NEW
WMB 683 46.1%
IGIB 576 10.8%
IGSB 529 109.8%
XLNX 528 NEW
TXN 466 NEW
F 419 NEW
POWERSHARES 418 189.1%
VWO 411 16.3%
Top Reduces (Value $000, Stocks/ETFs)
Tyco International -998 -100.0%
ADP -752 -53.9%
SPY -470 -11.3%
FICO -399 -62.0%
IWM -396 -14.7%
ALPHABET INC CL C -357 -51.7%
INTEROIL CORP -356 -2.1%
BK -343 -100.0%
IJH -308 -100.0%
SDY -222 -3.4%
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