Cutler Capital Management, LLC

Q1 2014 13F-HR Holdings

Location
Worcester, MA
Holdings as of
3/31/2014
Date filed
5/6/2014
Form type
13F-HR
Num holdings
107
Total value ($000)
$258,744
Net value change ($000)
+8,212 (3.3%)
New positions
15
Sold out positions
8
Turnover %
14.4%
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)
GENERAL MOTORS 8,285 NEW
Crown Castle International Corp. 4,670 70.5%
F 4,093 647.6%
NEW YORK COMMUNITY CAPITAL TRUST V 2,080 288.1%
RIG 1,909 40.6%
LXP 1,782 12.0%
NOV 1,735 28.6%
UIS 1,105 NEW
AAPL 1,062 27.1%
SNY 1,018 10.1%
Top Reduces (Value $000, Stocks/ETFs)
GM -10,402 -100.0%
MET -3,778 -35.4%
HCI -3,475 -43.3%
UIS -2,849 -100.0%
MRK -2,128 -28.8%
FLG -1,280 -18.2%
OMNICARE CAPITAL TRUST I -1,144 -79.3%
MET -1,054 -13.8%
SNV -1,043 -14.0%
GENERAL MTRS CO -924 -78.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type