Location
Trenton, NJ
Holdings as of
3/31/2014
Date filed
5/5/2014
Form type
13F-HR
Num holdings
71
Total value ($000)
$638,610
Net value change ($000)
+39,967 (6.7%)
New positions
71
Sold out positions
65
Turnover %
193.7%
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)
IAU 130,620 NEW
POWERSHARES 101,907 NEW
GLD 54,388 NEW
SPG 28,364 NEW
ESS 16,665 NEW
BXP 16,297 NEW
PLD 16,128 NEW
SPDR SERIES TRUST 15,803 NEW
Vaneck Vectors Gold Miners ETF 12,980 NEW
EXR 12,540 NEW
Top Reduces (Value $000, Stocks/ETFs)
POWERSHARES DB COMMODITY INDEX -132,749 -100.0%
ISHARES GOLD TRUST -124,467 -100.0%
SPDR GOLD TRUST -51,115 -100.0%
SIMON PROPERTY GROUP INC -24,795 -100.0%
PROLOGIS INC -14,596 -100.0%
ESSEX PROPERTY -14,064 -100.0%
BOSTON PROPERTIES -13,299 -100.0%
MARKET VECTORS GOLD MINERS ETF -12,461 -100.0%
BLACKSTONE MORTGAGE TRU CL A -11,286 -100.0%
HILTON WORLDWIDE HOLDINGS IN -10,013 -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.
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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