Kidder Stephen W

Q4 2013 13F-HR Detailed Holdings

Location
Boston, MA
Holdings as of
12/31/2013
Date filed
5/29/2014
Form type
13F-HR
Num holdings
354
Total value ($000)
$145,398
Net value change ($000)
New positions
62
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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)
MMM 5,856
CVS 5,506
XOM 5,231
EMR 5,184
CNI 5,164
JNJ 5,087
NSRGY 5,033
PG 5,018
NVS 4,877
ATR 4,709
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.
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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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Broderick Brian C 028-11136
2 FIDGEON TIMOTHY F 028-06169
3 ELEFANTE MICHAEL B 028-06281
5 PUZO MICHAEL J 028-06165
6 SOMERVILLE KURT F 028-10379
9 Fayerweather Charles 028-14138
12 Notis-McConarty Edward 028-16192