PRENTISS SMITH & CO INC

Q2 2014 13F-HR Holdings

Location
Brattleboro, VT
Holdings as of
6/30/2014
Date filed
7/23/2014
Form type
13F-HR
Num holdings
246
Total value ($000)
$196,714
Net value change ($000)
+8,153 (4.3%)
New positions
9
Sold out positions
23
Turnover %
4.8%
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)
HMC 7,935 1432.3%
ALGN 3,883 NEW
KUBTY 3,448 64.2%
ORBOTECH LTD 1,937 NEW
CSCO 733 9.3%
INTC 629 16.1%
NVS 619 5.1%
ALPHABET INC CL C 619 NEW
XEROX CORP 552 8.6%
WFC 455 3.9%
Top Reduces (Value $000, Stocks/ETFs)
RGR -8,404 -99.6%
Unilever PLC -1,201 -100.0%
ORCL -799 -100.0%
CERNER Corp -673 -9.3%
FOUNDATION MEDICINE INC COM -588 -17.9%
Alphabet Inc. Class C -546 -50.8%
PG -483 -3.8%
SAPIENT CORPORATION -482 -6.2%
LNN -371 -5.5%
EMC -327 -6.7%
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