Summit Investment Advisors, Inc.
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
1040
Sold out positions
0
Turnover %
68.3%
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)
| Alphabet Inc. Class C | 14,008 | — |
| ATMP | 13,340 | — |
| POWERSHARES | 9,080 | — |
| VAW | 8,363 | — |
| AAPL | 8,092 | — |
| AMZN | 7,717 | — |
| INVSC WATER RESC PORTFOLIO ETF | 6,975 | — |
| VOO | 6,766 | — |
| GE | 5,967 | — |
| VEA | 5,623 | — |
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 |
|---|