Empirical Financial Services, LLC
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
91
Sold out positions
0
Turnover %
100.0%
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)
| VCSH | 72,998 | — |
| VCIT | 42,839 | — |
| PIMCO ETF Trust | 25,969 | — |
| SCHX | 25,902 | — |
| SCHP | 22,137 | — |
| BARCLAYS BANK PLC | 17,338 | — |
| VEA | 12,746 | — |
| VNQ | 12,381 | — |
| VV | 12,232 | — |
| IEMG | 9,157 | — |
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 |
|---|