Location
Louisville, KY
Holdings as of
3/31/2014
Date filed
5/14/2014
Form type
13F-HR
Num holdings
139
Total value ($000)
$214,686
Net value change ($000)
+4,146 (2.0%)
New positions
5
Sold out positions
5
Turnover %
3.2%
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)
VOD 1,731 NEW
VZ 1,367 39.5%
BF-A 625 36.1%
MRK 554 14.5%
LLY 428 15.9%
PPL 393 10.8%
WALGREEN CO 381 15.7%
POTASH CORP OF SASKATCHEWAN INC 362 32.9%
VTR 322 140.6%
BF-A 317 18.7%
Top Reduces (Value $000, Stocks/ETFs)
VOD -3,550 -100.0%
XOM -641 -4.9%
CVX -450 -5.7%
KO -282 -7.0%
MPC -265 -7.6%
PM -220 -4.8%
LEXMARK INTERNATIONAL INC /KY/ -211 -100.0%
PLUM CREEK -209 -100.0%
IP -203 -100.0%
SUNTRUST BKS INC -202 -100.0%
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