Location
Newport News, VA
Holdings as of
3/31/2014
Date filed
4/15/2014
Form type
13F-HR
Num holdings
77
Total value ($000)
$159,671
Net value change ($000)
+6,588 (4.3%)
New positions
1
Sold out positions
2
Turnover %
1.5%
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)
OPOF 2,028 32.2%
TEVA 1,950 NEW
BAKER HUGHES INC 693 17.0%
WALGREEN CO 443 13.7%
JNJ 441 7.0%
DVN 325 10.0%
RAYTHEON CO/ 303 7.1%
D 294 8.2%
AMGN 197 7.2%
SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 187 3.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -371 -6.0%
TGT -369 -19.6%
AAPL -289 -100.0%
GE -271 -5.4%
FOX CORP CLASS B -268 -7.7%
VZ -174 -3.7%
ACN -127 -3.2%
L -126 -3.8%
KO -124 -4.3%
MEDICAL ACTION INDS INC -86 -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