Hanson McClain, Inc.

Q1 2014 13F-HR Holdings

Location
Sacramento, CA
Holdings as of
3/31/2014
Date filed
4/4/2014
Form type
13F-HR
Num holdings
77
Total value ($000)
$228,315
Net value change ($000)
+26,207 (13.0%)
New positions
17
Sold out positions
9
Turnover %
3.3%
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)
SPY 8,884 864.2%
IDV 6,083 197.8%
VWO 3,946 22.2%
DVY 1,928 88.6%
VV 1,867 62.6%
DGS 1,439 666.2%
BOND 599 NEW
IVE 518 NEW
IVW 503 NEW
VOD 494 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -1,377 -1.0%
VOD -961 -100.0%
BEN -628 -100.0%
INVSC QQQ TRUST SRS 1 ETF -436 -62.6%
FDL -393 -6.2%
KO -372 -47.3%
INTC -184 -6.2%
MAXWELL TECHNOLOGIES INC -155 -100.0%
XOM -136 -8.5%
SPIRIT REALTY CAPITAL, INC. -133 -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