BARD ASSOCIATES INC

Q1 2014 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2014
Date filed
5/9/2014
Form type
13F-HR
Num holdings
185
Total value ($000)
$236,477
Net value change ($000)
-3,921 (-1.6%)
New positions
6
Sold out positions
5
Turnover %
2.3%
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)
SMTP INC 1,352 NEW
AKERS BIOSCIENCES INC 410 NEW
XG TECHNOLOGY INC 402 70.7%
PICO HLDGS INC 397 13.5%
General Finance CORP 383 31.1%
RGLD 374 37.4%
HROW 337 82.6%
STKL 327 18.1%
MAGNUM HUNTER RES CORP DEL 311 16.8%
ACU 258 10.1%
Top Reduces (Value $000, Stocks/ETFs)
Breitburn Energy Partners LP -1,769 -100.0%
TYL -1,519 -20.0%
DHX MEDIA LTD -1,316 -23.2%
QUADRANT 4 SYSTEMS -1,022 -24.4%
MAC-GRAY CORP -773 -100.0%
LUMINA COPPER LCC.V -739 -29.5%
BCPC -618 -14.7%
HDSN -610 -23.6%
H & Q LIFE SCIENCES INVS -570 -65.3%
COHR -516 -11.4%
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