Aldebaran Financial Inc.

Q4 2013 13F-HR Holdings

Location
Kingsport, TN
Holdings as of
12/31/2013
Date filed
2/13/2014
Form type
13F-HR
Num holdings
115
Total value ($000)
$105,171
Net value change ($000)
—
New positions
115
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/16/2014 SEC filing

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)
GE 5,289 —
XOM 4,214 —
FHN 4,186 —
PG 2,853 —
BRK-B 2,549 —
D 2,512 —
PSX 2,499 —
JNJ 2,374 —
AAPL 2,341 —
CVX 2,100 —
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