BURKE & HERBERT BANK & TRUST CO

Q2 2014 13F-HR Holdings

Location
Alexandria, VA
Holdings as of
6/30/2014
Date filed
7/8/2014
Form type
13F-HR
Num holdings
108
Total value ($000)
$109,100
Net value change ($000)
+7,402 (7.3%)
New positions
3
Sold out positions
0
Turnover %
0.7%
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)
PROTECTIVE LIFE CORP 3,891 31.8%
AAPL 323 21.7%
SPY 320 11.0%
JNJ 281 5.8%
GILD 265 NEW
KO 246 8.1%
ALPHABET INC CL C 243 NEW
CVX 228 9.3%
HRTI, LLC 203 NEW
IJH 166 32.4%
Top Reduces (Value $000, Stocks/ETFs)
IBM -245 -10.1%
PFE -219 -8.5%
Alphabet Inc. Class C -197 -40.3%
DU PONT E I DE NEMOUR&CO -138 -9.2%
BAC -66 -14.1%
M -63 -23.6%
MSFT -55 -4.9%
PG -46 -3.8%
RF -40 -4.5%
KMB -39 -6.3%
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