MONETA GROUP INVESTMENT ADVISORS LLC

Q3 2012 13F-HR Holdings

Location
St Louis, MO
Holdings as of
9/30/2012
Date filed
5/23/2014
Form type
13F-HR
Num holdings
101
Total value ($000)
$109,078
Net value change ($000)
—
New positions
101
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/22/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
EFA 8,435 —
IWN 4,992 —
IVE 4,320 —
IWO 4,296 —
IVW 4,002 —
SCZ 3,979 —
SDY 3,864 —
IVV 3,831 —
XOM 3,597 —
DVY 2,976 —
Top Reduces (Value $000, Stocks/ETFs)
—
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