Buckingham Capital Management, Inc.

Q1 2014 13F-HR Holdings

Location
Dayton, OH
Holdings as of
3/31/2014
Date filed
5/13/2014
Form type
13F-HR
Num holdings
171
Total value ($000)
$298,332
Net value change ($000)
+13,311 (4.7%)
New positions
6
Sold out positions
3
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2014 Next filing: — SEC filing

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)
CLAYMORE EXCHANGE TRD FD TR GUGG ULTR SH DUR 4,081 NEW
FLOT 2,646 NEW
POWERSHARES 2,167 13.9%
SJNK 2,115 13.2%
VEU 1,670 42.2%
REVENUESHARES 955 126.3%
REVENUESHARES ETF TR 887 75.7%
EMC 675 60.3%
GLW 624 124.8%
SCHWAB STRATEGIC TRUST 590 25.0%
Top Reduces (Value $000, Stocks/ETFs)
VCSH -5,678 -41.1%
VWO -652 -13.1%
O -628 -53.4%
MINT -457 -4.6%
IVV -432 -18.4%
BMY -378 -36.3%
IGIB -373 -100.0%
VNQ -361 -48.5%
SCHH -313 -100.0%
XOM -227 -6.4%
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