AMG National Trust Bank

Q2 2014 13F-HR Holdings

Location
Englewood, CO
Holdings as of
6/30/2014
Date filed
8/8/2014
Form type
13F-HR
Num holdings
240
Total value ($000)
$984,706
Net value change ($000)
+55,750 (6.0%)
New positions
5
Sold out positions
6
Turnover %
1.1%
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)
EZU 17,767 42.2%
EFA 11,230 18.6%
TAP 4,709 90.7%
IYE 4,600 17.8%
ACWX 4,454 11.9%
RIG 3,257 NEW
IWB 2,507 8.3%
VOYA 2,204 NEW
SPY 2,180 2.8%
IGE 2,086 17.9%
Top Reduces (Value $000, Stocks/ETFs)
ETF -4,514 -46.2%
IWR -3,964 -4.6%
ETFS PLATINUM TRUST -3,788 -37.9%
TORCHLIGHT ENERGY RES INC -1,860 -18.4%
ICF -1,672 -71.9%
*ING U S INC -1,598 -100.0%
PFE -1,475 -73.3%
IWP -1,271 -7.2%
EEM -1,181 -3.8%
UNION FIRST MKT BANKSH CP -1,137 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type