BADGLEY PHELPS & BELL INC
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
174
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)
| EFA | 67,229 | — |
| IJH | 32,535 | — |
| FTSE RAFI US 1500 Small Cap | 24,866 | — |
| SWEDISH EXPT CR CORP | 20,497 | — |
| AAPL | 16,737 | — |
| EPP | 15,549 | — |
| VWO | 15,150 | — |
| VSS | 14,385 | — |
| ACTAVIS INC | 14,195 | — |
| Alphabet Inc. Class C | 14,066 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|