Location
Trenton, NJ
Holdings as of
3/31/2014
Date filed
5/5/2014
Form type
13F-HR
Num holdings
813
Total value ($000)
$21,166,154
Net value change ($000)
-386,101 (-1.8%)
New positions
811
Sold out positions
810
Turnover %
201.8%
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)
AAPL 645,161 NEW
XOM 485,958 NEW
MSFT 438,593 NEW
WFC 402,446 NEW
Alphabet Inc. Class C 368,903 NEW
MRK 314,790 NEW
GE 308,091 NEW
JNJ 305,986 NEW
JPM 293,411 NEW
PFE 279,676 NEW
Top Reduces (Value $000, Stocks/ETFs)
APPLE INC -689,043 -100.0%
EXXON MOBIL CORP -512,072 -100.0%
MICROSOFT CORP -404,244 -100.0%
WELLS FARGO & CO NEW -377,728 -100.0%
Google Inc Class A -369,835 -100.0%
JPMORGAN CHASE & CO -296,494 -100.0%
JOHNSON & JOHNSON -285,303 -100.0%
Merck & Company -282,532 -100.0%
PFIZER INC -278,036 -100.0%
Procter & Gamble Co -258,472 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type