WESPAC Advisors, LLC

Q1 2014 13F-HR Holdings

Location
Oakland, CA
Holdings as of
3/31/2014
Date filed
4/30/2014
Form type
13F-HR
Num holdings
134
Total value ($000)
$115,451
Net value change ($000)
-4,735 (-3.9%)
New positions
17
Sold out positions
27
Turnover %
37.5%
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)
EWP 2,767 NEW
IYT 2,515 NEW
QCLN 2,085 NEW
Dow Chemical Company 2,003 NEW
FBT 1,883 NEW
CLX 1,851 NEW
SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 1,722 612.8%
TRN 722 32.9%
CVS 680 NEW
BX 654 NEW
Top Reduces (Value $000, Stocks/ETFs)
INVESCO EXCHANGE-TRADED FUND TRUST -2,658 -100.0%
SCHX -2,524 -100.0%
CTSH -2,204 -100.0%
IGM -2,022 -100.0%
XEROX CORP -1,895 -100.0%
COST -1,680 -100.0%
XLF -1,631 -100.0%
SDY -1,492 -79.8%
CSCO -1,438 -100.0%
MA -1,251 -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