Legacy Wealth Management, Inc

Q2 2014 13F-HR Holdings

Location
Memphis, TN
Holdings as of
6/30/2014
Date filed
7/28/2014
Form type
13F-HR
Num holdings
5
Total value ($000)
$212,573
Net value change ($000)
+6,861 (3.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2014 Next filing: 7/17/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2014
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)
IWB 6,158 4.3%
IWM 482 2.3%
VTI 113 4.4%
SPY 76 4.7%
IXUS 32 0.1%
Top Reduces (Value $000, Stocks/ETFs)
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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