BANK OF STOCKTON

Q2 2014 13F-HR Holdings

Location
Stockton, CA
Holdings as of
6/30/2014
Date filed
7/22/2014
Form type
13F-HR
Num holdings
114
Total value ($000)
$175,207
Net value change ($000)
+11,442 (7.0%)
New positions
16
Sold out positions
6
Turnover %
4.1%
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)
CWB 1,806 18.9%
IJH 1,250 7.0%
IVV 1,121 124.1%
VZ 1,098 1525.0%
EFA 799 NEW
GUGGENHEIM S&P 500 PURE GROWTH 798 6.1%
RYDEX ETF TRUST 774 9.8%
ALPHABET INC CL C 661 NEW
RYDEX ETF TRUST GUG SP500 PU VA 615 4.6%
IJR 407 2.6%
Top Reduces (Value $000, Stocks/ETFs)
WHOLE FOODS -766 -100.0%
Alphabet Inc. Class C -568 -44.0%
20230930-DK-Butterfly-1, Inc. -548 -100.0%
IBM -366 -25.5%
BEAM INC -354 -100.0%
FBIN -301 -44.2%
PFE -239 -100.0%
WMT -221 -100.0%
RYDEX ETF TRUST -207 -100.0%
JPM -173 -12.9%
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