CUTLER INVESTMENT COUNSEL LLC

Q4 2013 13F-HR/A Holdings

Location
Jacksonville, OR
Holdings as of
12/31/2013
Date filed
2/12/2014
Form type
13F-HR/A - RESTATEMENT
Num holdings
60
Total value ($000)
$275,806
Net value change ($000)
—
New positions
60
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/12/2014 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)
GUGGENHEIM S&P 500 PURE GROWTH 17,063 —
DOL 16,160 —
BSV 12,362 —
IGSB 12,339 —
XOM 7,714 —
AXP 6,960 —
VO 6,604 —
DEM 6,543 —
BMY 6,175 —
HD 6,108 —
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