American Independence Financial Services LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
-3,238
(-2.1%)
New positions
20
Sold out positions
51
Turnover %
61.9%
Sector allocation + QoQ delta (equities-only)
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)
| PROSHARES TRUST | 3,853 | NEW |
| GE | 3,565 | NEW |
| DFS | 3,518 | NEW |
| Chubb Ltd. | 3,513 | NEW |
| GS | 3,409 | NEW |
| ABT | 3,398 | NEW |
| WMT | 3,372 | NEW |
| ENERGIZER HLDGS INC | 2,831 | NEW |
| F | 2,813 | NEW |
| AAPL | 2,200 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| TWENTY FIRST CENTY FOX INC | -3,892 | -100.0% |
| LLY | -3,867 | -100.0% |
| TRV | -3,803 | -100.0% |
| DIAMOND OFFSHORE DRILLING, INC. | -3,441 | -100.0% |
| ISRG | -3,148 | -100.0% |
| BROADCOM CORP | -3,067 | -100.0% |
| SLB | -2,853 | -100.0% |
| WOO | -2,762 | -100.0% |
| AVON PRODUCTS INC | -2,630 | -100.0% |
| NEM | -2,418 | -100.0% |
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 |
|---|