Location
Los Angeles, CA
Holdings as of
6/30/2014
Date filed
7/22/2014
Form type
13F-HR
Num holdings
60
Total value ($000)
$284,337
Net value change ($000)
+29,024 (11.4%)
New positions
2
Sold out positions
2
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
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)
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2016 9,445 53.3%
DLS 7,295 32.9%
UAL 2,761 107.0%
XLY 2,438 21.1%
XLI 1,814 14.6%
XLF 1,775 14.1%
EOG 1,660 29.8%
CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 1,623 21.1%
UBS AG JERSEY BRH 1,578 32.1%
AAPL 1,447 27.1%
Top Reduces (Value $000, Stocks/ETFs)
DEM -19,102 -88.0%
POWERSHARES ETF TR II WK VRDO TX FR -2,496 -25.5%
VANECK IG FLOATING RATE ETF -932 -51.6%
IGSB -359 -13.3%
GLD -330 -100.0%
TXN -324 -100.0%
DWX -124 -13.2%
VEU -116 -4.7%
VO -9 -0.8%
ALCATELLUCENT SPONSORED ADR -7 -12.7%
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