ROBINSON CAPITAL MANAGEMENT, LLC

Q4 2013 13F-HR Holdings

Location
Grosse Pointe Farms, MI
Holdings as of
12/31/2013
Date filed
2/14/2014
Form type
13F-HR
Num holdings
60
Total value ($000)
$113,263
Net value change ($000)
New positions
53
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)
NXDT 12,042
Invesco Dynamic Credit Opportunities Fund 7,829
BTZ 6,907
JQC 6,541
CUSHING MLP TOTAL RETURN FD 4,694
ALPINE TOTAL DYNAMIC DIVID F 3,121
ARMOUR RESIDENTIAL REIT INC 2,991
CSQ 2,879
ALLIANZGI GLOBAL EQUITY & CO 2,402
CHY 2,303
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 30,447 (26.9% 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