Palouse Capital Management, Inc.
Q1 2014 13F-HR Holdings
Net value change ($000)
+4,543
(1.7%)
New positions
19
Sold out positions
14
Turnover %
17.3%
Sector allocation + QoQ delta (equities-only)
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)
| VZ | 4,776 | 210.7% |
| WHR | 3,641 | NEW |
| TRW AUTOMOTIVE HOLD | 2,694 | NEW |
| TDC | 2,560 | NEW |
| LRCX | 2,398 | NEW |
| CATAMARAN CORP | 2,397 | NEW |
| THO | 2,079 | 569.6% |
| PG | 1,990 | NEW |
| GM | 1,788 | NEW |
| CBRL | 1,724 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| Dow Chemical Company | -6,919 | -100.0% |
| GLW | -3,255 | -45.0% |
| CAT | -3,214 | -100.0% |
| JBL | -2,733 | -64.8% |
| INTC | -2,198 | -100.0% |
| FFIV | -2,176 | -100.0% |
| Time Warner Cable | -1,982 | -100.0% |
| SHEL | -1,775 | -100.0% |
| EXC | -1,722 | -100.0% |
| HARMAN | -1,422 | -29.1% |
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 |
|---|