MITCHELL SINKLER & STARR/PA

Q1 2014 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
3/31/2014
Date filed
4/9/2014
Form type
13F-HR
Num holdings
89
Total value ($000)
$89,367
Net value change ($000)
+394 (0.4%)
New positions
11
Sold out positions
4
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 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)
ENSCO PLC 533 NEW
SYY 285 NEW
VCSH 280 NEW
CHUBB CORPORATION 243 NEW
VOD 228 NEW
SYK 223 NEW
JNJ 215 6.4%
PENNS WOODS BANCORP INC 207 NEW
EBAY 206 NEW
ENOV 205 NEW
Top Reduces (Value $000, Stocks/ETFs)
VOD -582 -100.0%
PSX -534 -57.7%
CAG -462 -100.0%
EXC -324 -100.0%
BEMIS INC -259 -47.5%
TC Energy Corp -226 -17.1%
PLUM CREEK -217 -10.6%
EFA -216 -100.0%
XOM -196 -4.1%
CVX -179 -5.4%
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