EMORY UNIVERSITY

Q3 2013 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2013
Date filed
3/11/2014
Form type
13F-HR
Num holdings
174
Total value ($000)
$158,778
Net value change ($000)
-50,959 (-24.3%)
New positions
10
Sold out positions
10
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 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)
ROCKET COMPANIES CLA A CLASS A 810 NEW
ACAD 13 52.0%
TSLA 11 78.6%
AAPL 9 21.4%
SPY 7 58.3%
ENERGY XXI LTD USD UNRS SHS 6 NEW
BIDU 6 60.0%
EXE 5 NEW
OUTERWALL INC R0 5 NEW
LINKEDIN CORP 3 50.0%
Top Reduces (Value $000, Stocks/ETFs)
VWO -49,202 -35.7%
VNQ -2,635 -3.7%
GARDNER DENVER INC -11 -100.0%
JNJ -10 -100.0%
DHR -9 -56.3%
SVC -8 -100.0%
COINSTAR INC COM -6 -100.0%
EXPRESS SCRIPTS HLDG CO -5 -83.3%
CCJ -4 -100.0%
MGRC -3 -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