Investors Capital Advisory Services
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
650
Sold out positions
0
Turnover %
100.0%
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 previous filing: —
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)
| MA | 7,149 | — |
| GE | 5,948 | — |
| AAPL | 5,556 | — |
| XOM | 5,345 | — |
| EPD | 5,042 | — |
| SUNOCO LOGISTICS PRTNRS L P | 4,954 | — |
| MGC | 4,466 | — |
| VEU | 4,287 | — |
| INVSC QQQ TRUST SRS 1 ETF | 4,279 | — |
| T | 4,183 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
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 |
|---|