RSM US WEALTH MANAGEMENT LLC

Q1 2014 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
3/31/2014
Date filed
6/4/2020
Form type
13F-HR
Num holdings
139
Total value ($000)
$340,546
Net value change ($000)
—
New positions
139
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 6/4/2020 SEC filing

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)
IWF 40,218 —
IWB 32,358 —
IWD 28,285 —
EFA 16,047 —
SPY 15,248 —
IWM 14,662 —
VNQ 14,384 —
KONA GRILL INC 14,061 —
IWO 13,608 —
SCZ 13,212 —
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type