Camelot Portfolios, LLC

Q4 2013 13F-HR Holdings

Location
Maumee, OH
Holdings as of
12/31/2013
Date filed
1/24/2014
Form type
13F-HR
Num holdings
151
Total value ($000)
$154,938
Net value change ($000)
New positions
151
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
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)
FIRST TRUST HIGH INCOME LONG/SHORT FUND 9,318
RNP 6,128
EVV 5,193
AMERICAN SELECT PORTFOLIO INC 4,512
MFIC 4,307
PSEC 3,977
VCSH 3,901
XOM 3,677
HYLS 3,624
Van Kampen SR Incm Tr 3,579
Top Reduces (Value $000, Stocks/ETFs)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type