Location
Trenton, NJ
Holdings as of
3/31/2014
Date filed
5/5/2014
Form type
13F-HR
Num holdings
58
Total value ($000)
$3,177,659
Net value change ($000)
-391,345 (-11.0%)
New positions
56
Sold out positions
46
Turnover %
212.7%
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)
EEM 1,336,274 NEW
EFA 576,755 NEW
IEMG 160,737 NEW
EWY 129,150 NEW
VWO 109,465 NEW
TSM 109,333 NEW
VEA 82,540 NEW
CX 33,317 NEW
ABEV 33,265 NEW
TLK 33,142 NEW
Top Reduces (Value $000, Stocks/ETFs)
iShares MSCI Emrg Mkt Indx -1,462,923 -100.0%
iShares MSCI EAFE Index Fd -575,811 -100.0%
VANGUARD INTL EQUITY INDEX F -554,259 -100.0%
ISHARES IN -130,751 -100.0%
ISHARES INC -101,855 -100.0%
Taiwan Semiconductor ADR -88,552 -100.0%
VANGUARD FTSE DEVELOPED MARKET -83,360 -100.0%
MOBILE TELESYSTEMS OJSC -35,945 -100.0%
CHINA MOBILE LIMITED -33,144 -100.0%
AMBEV SA -31,429 -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