ATWOOD & PALMER INC

Q1 2014 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
3/31/2014
Date filed
4/11/2014
Form type
13F-HR
Num holdings
116
Total value ($000)
$427,466
Net value change ($000)
+22,160 (5.5%)
New positions
11
Sold out positions
4
Turnover %
20.8%
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)
VelocShare TailRisk ETF 23,652 NEW
NXPI 10,392 NEW
CONTINENTAL RESOURCES, INC 9,157 NEW
LYB 8,896 NEW
LMT 1,299 9.9%
EMC 1,209 12.2%
TMO 1,178 8.7%
TRMB 1,151 12.0%
BARCLAYS BANK PLC 1,082 2.4%
FITB 1,004 9.7%
Top Reduces (Value $000, Stocks/ETFs)
BARCLAYS BANK PLC -23,146 -100.0%
MSFT -10,538 -100.0%
CSCO -6,221 -37.7%
PM -775 -40.9%
MA -694 -6.2%
SPDR INDEX SHS FDS -647 -7.2%
ATWOOD OCEANICS INC -589 -100.0%
GILD -466 -3.6%
AMP -376 -3.4%
NOV -285 -2.2%
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