Location
Tallahassee, FL
Holdings as of
6/30/2014
Date filed
8/7/2014
Form type
13F-HR
Num holdings
2,518
Total value ($000)
$31,508,387
Net value change ($000)
+756,352 (2.5%)
New positions
138
Sold out positions
104
Turnover %
1.7%
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)
ALPHABET INC CL C 242,044 NEW
AAPL 73,876 9.7%
META 42,458 27.3%
INTC 35,185 18.2%
SLB 31,798 16.2%
AAL 30,132 309.6%
KO 24,036 10.7%
GILD 23,891 14.5%
TWTR 23,539 912.7%
TYCO INTERNATIONAL LTD SHS 23,448 NEW
Top Reduces (Value $000, Stocks/ETFs)
Alphabet Inc. Class C -207,140 -46.0%
BAC -44,013 -15.4%
IBM -44,002 -14.7%
PFE -43,685 -13.4%
DELPHI AUTOMOTIVE PLC -27,827 -85.2%
Pentair Inc -24,060 -100.0%
LBTYA -23,642 -97.5%
BEAM INC -19,924 -100.0%
JPM -19,831 -5.8%
PG -18,854 -5.6%
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