WealthTrust Axiom LLC

Q1 2014 13F-HR Holdings

Location
Radnor, PA
Holdings as of
3/31/2014
Date filed
4/30/2014
Form type
13F-HR
Num holdings
209
Total value ($000)
$277,712
Net value change ($000)
+17,950 (6.9%)
New positions
21
Sold out positions
8
Turnover %
3.9%
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)
PIONEER ENERGY SERVICES LLC 2,880 55.8%
Frontier Communications Parent, Inc. 2,764 44.9%
DU PONT E I DE NEMOUR&CO 2,294 38.9%
REGENCY ENERGY PARTNERS L P COM UNITS L P 1,414 NEW
GLW 1,353 18.0%
EXC 1,258 30.3%
OII 711 NEW
STATOIL ASA 673 16.9%
DAL 666 26.2%
SOFO 593 13.9%
Top Reduces (Value $000, Stocks/ETFs)
BMY -3,076 -23.8%
AMERICAN EAGLE ENERGY CORP -1,565 -100.0%
PVR PARTNERSHIP LP -1,404 -100.0%
POINTS.COM INC. -898 -7.4%
POWERSOURCE INTERNATIONAL INC -846 -12.3%
MAGNETEK INC -763 -18.7%
FURMANITE CORPORATION -432 -7.4%
GE -364 -4.9%
UIS -236 -5.5%
AMX -232 -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.
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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