Bell State Bank & Trust

Q2 2014 13F-HR Holdings

Location
Fargo, ND
Holdings as of
6/30/2014
Date filed
7/29/2014
Form type
13F-HR
Num holdings
160
Total value ($000)
$142,305
Net value change ($000)
-7,622 (-5.1%)
New positions
3
Sold out positions
5
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2014
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)
STX 1,133 NEW
INTC 548 20.2%
ALPHABET INC CL C 375 NEW
AMLP 267 10.7%
INTEGRYS ENERGY GR 179 22.3%
BCE 155 6.4%
IDV 150 7.5%
WM 147 7.0%
BNS 146 18.9%
EXR 144 9.8%
Top Reduces (Value $000, Stocks/ETFs)
PEPCO -937 -100.0%
SPY -582 -6.1%
Alphabet Inc. Class C -550 -58.7%
VEA -479 -30.7%
RIG -459 -100.0%
ALCOA CORP -410 -100.0%
EFT -340 -23.1%
HE -329 -25.9%
WYNN -329 -32.2%
VMWA -274 -31.0%
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