MONETA GROUP INVESTMENT ADVISORS LLC
Q1 2013 13F-HR Holdings
Net value change ($000)
+17,277
(15.0%)
New positions
15
Sold out positions
8
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 2012
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)
| IWN | 7,059 | 111.8% |
| IWO | 4,458 | 86.4% |
| SDY | 2,830 | 59.3% |
| EFA | 2,618 | 28.1% |
| DVY | 1,427 | 43.9% |
| IVV | 1,257 | 35.5% |
| SCZ | 1,002 | 20.8% |
| IVW | 784 | 18.9% |
| IVE | 691 | 15.4% |
| IWM | 596 | 32.6% |
Top Reduces (Value $000, Stocks/ETFs)
| BIIB | -848 | -100.0% |
| IDV | -834 | -100.0% |
| ABT | -585 | -100.0% |
| DWX | -530 | -36.2% |
| EBAY | -525 | -44.3% |
| JBL | -475 | -44.5% |
| Paramount Global | -462 | -38.2% |
| Alphabet Inc. Class C | -457 | -40.4% |
| LOW | -432 | -25.8% |
| QCOM | -412 | -29.4% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|