ASSETMARK, INC

Q1 2014 13F-HR Holdings

Location
Concord, CA
Holdings as of
3/31/2014
Date filed
5/6/2014
Form type
13F-HR
Num holdings
417
Total value ($000)
$4,100,843
Net value change ($000)
-123,610 (-2.9%)
New positions
21
Sold out positions
11
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

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)
IGIB 82,879 NEW
IYE 56,702 95.2%
IYF 56,057 93.4%
XLB 55,590 91.4%
SHV 54,368 51.9%
IYH 51,757 85.9%
IYW 46,801 70.0%
IEF 45,531 90.0%
SPDW 20,175 30.6%
HYG 17,110 28.2%
Top Reduces (Value $000, Stocks/ETFs)
SPY -134,686 -17.1%
INVSC QQQ TRUST SRS 1 ETF -79,053 -100.0%
IYJ -61,960 -100.0%
XLP -61,132 -97.9%
IVV -60,105 -100.0%
XLY -57,834 -89.3%
VUG -45,637 -48.8%
iShares, Inc. -43,464 -99.2%
Guggenheim S&P 500 Equal Weigh -27,308 -100.0%
BARCLAYS BANK PLC -18,670 -15.6%
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