BRIGHTON JONES LLC

Q4 2013 13F-HR Holdings

Location
Seattle, WA
Holdings as of
12/31/2013
Date filed
2/7/2014
Form type
13F-HR
Num holdings
199
Total value ($000)
$436,802
Net value change ($000)
—
New positions
198
Sold out positions
0
Turnover %
99.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/14/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
AMZN 50,945 —
IWV 46,200 —
JPM 39,576 —
IWB 36,094 —
IWF 27,441 —
EFA 20,466 —
IWM 17,623 —
SCZ 12,473 —
IVV 12,022 —
EFG 10,540 —
Top Reduces (Value $000, Stocks/ETFs)
—
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