Location
Milwaukee, WI
Holdings as of
6/30/2014
Date filed
8/5/2014
Form type
13F-HR
Num holdings
1,266
Total value ($000)
$2,562,401
Net value change ($000)
+171,650 (7.2%)
New positions
221
Sold out positions
246
Turnover %
0.8%
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 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)
SPY 27,839 18.5%
VEA 13,979 20.9%
IJH 11,054 19.2%
AGG 8,716 41.4%
VWO 8,586 12.6%
VNQ 7,942 10.6%
IVV 7,916 4.7%
INVSC QQQ TRUST SRS 1 ETF 7,872 27.0%
ALPHABET INC CL C 5,433 NEW
IJR 5,078 21.0%
Top Reduces (Value $000, Stocks/ETFs)
TIME WARNER INC -4,572 -84.4%
SHY -4,160 -25.7%
SIEGY -3,033 -100.0%
A -2,782 -95.9%
Alphabet Inc. Class C -2,423 -21.4%
COST -2,087 -66.2%
UNH -2,019 -26.8%
ING GLBL ADV & PREM OPP FUND -2,001 -100.0%
IEF -1,889 -8.7%
IWB -1,396 -2.9%
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