Location
Boston, MA
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
1,121
Total value ($000)
$16,532,468
Net value change ($000)
-1,928,077 (-10.4%)
New positions
422
Sold out positions
431
Turnover %
37.7%
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)
VODAFONE GROUP PLC-SP ADR 302,836 NEW
Taiwan Semiconductor ADR 256,093 497.9%
GlaxoSmithKline PLC ADR 230,510 179.5%
PHILIP MORRIS INTL I 191,950 NEW
QUALCOMM INC 181,381 541.4%
ASTRAZENECA PLC 141,386 95.3%
LORILLARD INC 108,547 89.8%
MICRON TECHNOLOGY IN 93,001 80.6%
ISHARES 90,597 191.3%
TIME WARNER CABLE IN 89,956 3575.4%
Top Reduces (Value $000, Stocks/ETFs)
Vodafone Group PLC -741,666 -100.0%
CITIGROUP INC -281,625 -99.9%
CISCO SYS INC -257,284 -66.7%
BOEING CO -177,210 -82.2%
AMERICAN INTL GROUP -168,549 -57.9%
PFIZER INC -151,487 -53.8%
GENERAL ELECTRIC CO -150,696 -100.0%
CORNING INC -148,817 -83.8%
BANK OF AMERICA CORP -148,529 -79.5%
FEDEX CORP -135,234 -74.7%
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