Kidder Stephen W

Q2 2014 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2014
Date filed
7/24/2014
Form type
13F-HR
Num holdings
64
Total value ($000)
$150,537
Net value change ($000)
+1,955 (1.3%)
New positions
3
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/30/2014 Next filing: 7/23/2025 SEC filing

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)
AAPL 1,504 80.5%
SLB 759 22.9%
CNI 567 11.5%
INTC 537 16.7%
ARMOUR RESIDENTIAL REIT INC 509 NEW
PBA 319 12.1%
NOVOZYMES A S DKK 2.0 288 6.9%
NVS 282 5.6%
CVX 264 6.8%
HP 245 7.0%
Top Reduces (Value $000, Stocks/ETFs)
COVIDIEN PLC -3,402 -90.1%
LH -607 -48.0%
PEP -400 -10.0%
ABLZF -226 -12.0%
B -214 -100.0%
CVE -191 -48.0%
EMC -184 -4.8%
PG -181 -3.7%
PRGO -181 -6.6%
EMR -106 -2.2%
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