ROBERTS GLORE & CO INC /IL/

Q1 2014 13F-HR Holdings

Location
Deerfield, IL
Holdings as of
3/31/2014
Date filed
5/7/2014
Form type
13F-HR
Num holdings
137
Total value ($000)
$144,824
Net value change ($000)
+490 (0.3%)
New positions
6
Sold out positions
2
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)

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)
VZ 1,222 NEW
CHINA MOBILE LIMITED 919 NEW
SPY 458 59.0%
BRK-B 457 6.2%
JNJ 452 7.6%
TEVA 303 24.9%
SJM 285 NEW
NOV 267 61.7%
MSFT 255 9.6%
RYN 250 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOD -1,996 -69.8%
PXGBX -1,040 -100.0%
GILD -581 -19.9%
BIDU -577 -39.3%
TECHNE CORP -526 -27.6%
PAYX -416 -26.6%
VPL -254 -3.8%
QUALITY SYS INC COM -234 -16.5%
KINDER MORGAN ENERGY PARTNER UT LTD PARTNER -210 -100.0%
GE -159 -9.3%
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