EAGLE GLOBAL ADVISORS LLC

Q4 2013 13F-HR Holdings

Location
Houston, TX
Holdings as of
12/31/2013
Date filed
2/4/2014
Form type
13F-HR
Num holdings
236
Total value ($000)
$3,145,663
Net value change ($000)
New positions
236
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)
WEP 213,379
EPD 187,339
ET 176,408
BUCKEYE PARTNERS, L.P. 155,498
OKE 153,477
WMB 116,227
EL PASO PIPELINE PARTNERS 114,235
PAA 97,561
KINDER MORGAN MANAGE 86,732
SPECTRA ENERGY PARTNERS LP 73,939
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.
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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