Broderick Brian C

Q2 2014 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2014
Date filed
7/23/2014
Form type
13F-HR
Num holdings
99
Total value ($000)
$218,414
Net value change ($000)
+15,000 (7.4%)
New positions
8
Sold out positions
3
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

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)
CREF STOCK 1,058 NEW
FPACX 1,007 NEW
INTC 852 19.5%
FIDELITY ABERDEEN STREET TRUST 799 NEW
PBA 764 25.4%
SLB 762 24.1%
AAPL 754 23.5%
CNI 715 12.5%
XYL 710 NEW
ABT 706 50.3%
Top Reduces (Value $000, Stocks/ETFs)
TURNER TITAN FUND I -1,399 -100.0%
COVIDIEN PLC -1,195 -36.8%
LH -928 -100.0%
PIMCO ALL ASSETS ALL AUTH-D -685 -100.0%
PEP -239 -5.9%
ABLZF -226 -10.9%
PG -203 -2.4%
GE -138 -4.8%
EMC -113 -2.9%
Epizyme, Inc. -102 -17.9%
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