Location
Farmington, CT
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
125
Total value ($000)
$3,980,898
Net value change ($000)
+136,689 (3.6%)
New positions
6
Sold out positions
6
Turnover %
1.0%
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 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)
WFC 106,020 9.6%
USB 43,019 6.1%
SYMETRA FINANCIAL CORP 17,242 4.5%
U S G CORP COM NEW 15,496 15.3%
GOLDCORP INC NEW 5,322 292.1%
KO 3,599 NEW
AEM 3,350 NEW
CSCO 2,466 34.7%
Hewlett-Packard Company 2,309 15.5%
B 1,651 2089.9%
Top Reduces (Value $000, Stocks/ETFs)
VRSK -17,287 -8.8%
WMT -16,548 -2.9%
EMB -11,465 -100.0%
Vaneck Vectors Gold Miners ETF -9,878 -100.0%
GS -5,780 -7.6%
WESTERN ASSET EMRG MKT INCM -5,304 -100.0%
IWV -2,978 -63.1%
IBM -2,654 -100.0%
KMB -2,159 -96.6%
DEO -1,784 -5.9%
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