ATWOOD & PALMER INC
Q1 2014 13F-HR Holdings
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|