S&T BANK/PA

Q1 2014 13F-HR Holdings

Location
Indiana, PA
Holdings as of
3/31/2014
Date filed
4/30/2014
Form type
13F-HR
Num holdings
116
Total value ($000)
$702,483
Net value change ($000)
-642 (-0.1%)
New positions
14
Sold out positions
18
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
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)
CONVERSANT INC 21,195 NEW
COACH INC 7,649 NEW
ALLEGHENY VALLEY BANCORP 6,080 NEW
MYGN 5,891 56.4%
FMC CORP 2,776 NEW
AMTRUST FINANCIAL SERVICES 2,154 15.3%
FLEX 1,969 17.2%
TECH DATA CORP 1,794 15.3%
CBT FINANCIAL CORP 1,386 NEW
SYMMCO GROUP INC 1,344 53.8%
Top Reduces (Value $000, Stocks/ETFs)
VALUECLICK INC -17,997 -100.0%
EFA -9,588 -100.0%
ALLEGHENY VALLEY BANCORP PA -5,718 -100.0%
WDC -5,397 -28.8%
STBA -5,315 -12.6%
PII -4,156 -24.4%
AEO -1,951 -15.2%
TRIUMPH GROUP INC -1,640 -14.4%
CBT FINANCIAL CORP -1,502 -100.0%
ITRI -1,479 -12.3%
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