EMORY UNIVERSITY

Q3 2012 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2012
Date filed
3/12/2014
Form type
13F-HR
Num holdings
167
Total value ($000)
$251,979
Net value change ($000)
+44,092 (21.2%)
New positions
2
Sold out positions
2
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2012
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)
GLD 41,394 71.8%
VWO 3,261 4.5%
SPY 10 5.7%
AAPL 9 15.5%
Alphabet Inc. Class C 6 31.6%
LULU 6 28.6%
PSX 5 NEW
RIVERBED TECHNOLOGY INC 3 60.0%
SINA CORP 3 30.0%
QCOM 2 22.2%
Top Reduces (Value $000, Stocks/ETFs)
VNQ -540 -0.7%
KO -53 -86.9%
NSC -49 -94.2%
HWC -5 -100.0%
Walter Energy Inc -2 -28.6%
CVX -2 -11.1%
QUESTCOR PHARMACEUTICALS INC COM -2 -66.7%
ZYNGA INC -2 -66.7%
EQR -1 -6.3%
CURIS INC -1 -25.0%
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