Kidder Stephen W

Q1 2014 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2014
Date filed
5/30/2014
Form type
13F-HR
Num holdings
62
Total value ($000)
$148,582
Net value change ($000)
+3,184 (2.2%)
New positions
2
Sold out positions
2
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/29/2014 Next filing: 7/24/2014 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)
HP 925 36.0%
XLNX 676 60.6%
QCOM 540 18.7%
IPGP 383 146.7%
ILMN 357 NEW
JNJ 302 5.9%
NXPI 301 28.0%
TGT 293 31.3%
EMC 291 8.2%
SLB 267 8.7%
Top Reduces (Value $000, Stocks/ETFs)
ALNY -558 -47.8%
EMR -344 -6.6%
MMM -315 -5.4%
DE -268 -7.9%
CL -239 -100.0%
CNI -226 -4.4%
ATR -220 -4.7%
HD -218 -5.8%
IBM -200 -100.0%
ADP -162 -3.7%
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.
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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