Location
Rochester, NY
Holdings as of
6/30/2014
Date filed
8/4/2014
Form type
13F-HR
Num holdings
108
Total value ($000)
$216,500
Net value change ($000)
+17,928 (9.0%)
New positions
10
Sold out positions
7
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

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)
GILD 2,102 NEW
AAPL 1,328 18.4%
AMGN 1,246 237.8%
ALPHABET INC CL C 869 NEW
DIRECTV 826 20.0%
TESORO LOGISTICS LP 629 20.2%
COP 579 42.8%
ABBV 577 12.8%
WILLIAMS PARTNERS L P 562 NEW
KO 488 11.5%
Top Reduces (Value $000, Stocks/ETFs)
20230930-DK-Butterfly-1, Inc. -615 -20.5%
Alphabet Inc. Class C -581 -31.3%
FIDELITY ADVISOR SERIES VII -302 -100.0%
MFS SERIES TRUST I -301 -100.0%
LORD ABBETT SECURITIES TRUST -258 -100.0%
RIG -251 -100.0%
NBTB -244 -100.0%
ARCTIC CAT INC -239 -100.0%
Eaton Vance Growth Trust -235 -100.0%
SUNOCO LOGISTICS PRTNRS L P -198 -4.9%
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