PITTENGER & ANDERSON INC
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
284
Sold out positions
0
Turnover %
69.4%
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)
| SWPPX | 13,448 | — |
| MDY | 9,368 | — |
| INVSC QQQ TRUST SRS 1 ETF | 8,219 | — |
| IWM | 7,723 | — |
| FISV | 7,660 | — |
| BRK-B | 7,116 | — |
| ACCENTURE PLC-CL A | 6,802 | — |
| AAPL | 6,033 | — |
| BLK | 5,648 | — |
| Honeywell Inc. | 5,633 | — |
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 |
|---|