Winch Advisory Services, LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
—
New positions
295
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to previous filing: —
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)
| SPY | 13,609 | — |
| SLB | 9,936 | — |
| BRK-B | 7,499 | — |
| RYDEX ETF TRUST GUG SP500EQWTTE | 7,152 | — |
| MMM | 6,745 | — |
| VHT | 6,224 | — |
| AAPL | 4,926 | — |
| Merck & Co Inc | 4,904 | — |
| DU PONT E I DE NEMOUR&CO | 4,660 | — |
| VZ | 4,470 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
49
(0.0% of total reported value)
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|