Location
Los Angeles, CA
Holdings as of
3/31/2014
Date filed
5/7/2014
Form type
13F-HR
Num holdings
60
Total value ($000)
$255,313
Net value change ($000)
+53,173 (26.3%)
New positions
11
Sold out positions
5
Turnover %
18.5%
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)
DLS 20,632 1351.1%
XLY 11,548 NEW
SUNTRUST BKS INC 5,232 NEW
SCHC 3,360 NEW
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 3,065 20.9%
VEA 2,783 NEW
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 2,650 52.6%
UAL 2,581 NEW
DFS 1,847 51.4%
DWM 1,834 26.3%
Top Reduces (Value $000, Stocks/ETFs)
XLE -10,641 -100.0%
Chubb Ltd. -4,595 -100.0%
PRECISION CAST -4,362 -100.0%
IVE -2,694 -49.5%
VEU -2,302 -48.4%
DWX -614 -39.5%
IVW -507 -8.9%
IGSB -359 -11.7%
GUGGENHEIM S&P 500 PURE GROWTH -309 -17.9%
IWV -274 -100.0%
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