First National Bank of Hutchinson
Q1 2014 13F-HR Holdings
Net value change ($000)
+9,209
(6.1%)
New positions
8
Sold out positions
6
Turnover %
2.8%
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)
| IVV | 6,783 | 19.4% |
| IJH | 1,315 | 9.8% |
| IJR | 855 | 6.4% |
| KR | 695 | 8.8% |
| PII | 546 | NEW |
| LQD | 467 | 5.8% |
| SYNTEL INC | 463 | NEW |
| SWKS | 355 | 67.5% |
| DORM | 319 | 142.4% |
| SBNY | 312 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| EEMV | -2,739 | -25.9% |
| IDV | -2,280 | -17.4% |
| VWO | -484 | -100.0% |
| MIDD | -424 | -100.0% |
| GROUPE CGI INC | -338 | -100.0% |
| ENSCO PLC | -237 | -100.0% |
| ATWOOD OCEANICS INC | -212 | -100.0% |
| NEOS ETF Trust | -210 | -100.0% |
| XOM | -172 | -11.7% |
| TSCO | -99 | -11.7% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|