Location
Newtown, PA
Holdings as of
6/30/2014
Date filed
8/8/2014
Form type
13F-HR
Num holdings
107
Total value ($000)
$295,899
Net value change ($000)
+8,413 (2.9%)
New positions
3
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

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)
VCSH 3,351 7.1%
AAPL 1,321 32.3%
VTI 781 2.2%
BIV 681 2.3%
TIP 626 6.2%
INTC 569 30.5%
POWERSHARES 526 7.7%
IEFA 394 NEW
COP 390 17.8%
VNQ 390 42.7%
Top Reduces (Value $000, Stocks/ETFs)
EFA -517 -100.0%
INVSC WATER RESC PORTFOLIO ETF -427 -8.1%
Alphabet Inc. Class C -390 -42.5%
EEM -247 -100.0%
WTRG -243 -5.7%
PFE -234 -9.1%
IGE -213 -100.0%
PG -202 -4.3%
GE -199 -3.3%
KMB -166 -4.6%
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