Seven Post Investment Office LP

Q1 2014 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2014
Date filed
4/29/2014
Form type
13F-HR
Num holdings
6
Total value ($000)
$84,719
Net value change ($000)
-4,153 (-4.7%)
New positions
0
Sold out positions
2
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2014 Next filing: 7/15/2025 SEC filing

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)
VWO 2,874 4.8%
SPY 90 1.4%
VT 11 0.5%
EFA 3 0.2%
Top Reduces (Value $000, Stocks/ETFs)
VEA -6,135 -50.7%
IWD -461 -100.0%
IWF -450 -100.0%
IEMG -85 -1.5%
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