Union Bankshares Corp
Q1 2014 13F-HR/A Holdings
Net value change ($000)
—
New positions
257
Sold out positions
0
Turnover %
97.4%
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)
| FAMILY INVESTMENTS #1 LIMITE | 8,621 | — |
| JPM | 8,587 | — |
| XOM | 7,755 | — |
| STELLARONE CORP | 5,369 | — |
| JNJ | 5,034 | — |
| THE WILTON COMPANIES, LLC CL | 4,990 | — |
| T | 4,918 | — |
| CVX | 4,425 | — |
| PG | 4,241 | — |
| IBM | 4,108 | — |
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 |
|---|