WealthTrust Axiom LLC

Q2 2014 13F-HR Holdings

Location
Radnor, PA
Holdings as of
6/30/2014
Date filed
8/1/2014
Form type
13F-HR
Num holdings
220
Total value ($000)
$295,359
Net value change ($000)
+17,647 (6.4%)
New positions
20
Sold out positions
9
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)

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)
American Eagle Energy Corp. 4,707 NEW
NORDIC AMERN OFFSHORE LTD 3,826 NEW
NAT 2,092 62.7%
MONMOUTH REAL ESTATE INVESTMENT CORP 1,137 318.5%
INTC 995 19.5%
FURMANITE CORPORATION 953 17.6%
XEROX CORP 833 43.0%
IRDM 772 448.8%
COP 743 22.6%
MAGNETEK INC 671 20.3%
Top Reduces (Value $000, Stocks/ETFs)
PIONEER ENERGY SERVICES LLC -3,801 -47.3%
POWERSOURCE INTERNATIONAL INC -3,266 -54.4%
BMY -1,160 -11.8%
POINTS.COM INC. -1,137 -10.2%
UIS -774 -19.1%
EPM -401 -16.7%
RVP -369 -29.6%
GEO GROUP INC -340 -100.0%
PFE -286 -4.8%
NuStar Energy L.P. -273 -30.7%
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