Location
Trenton, NJ
Holdings as of
6/30/2014
Date filed
8/11/2014
Form type
13F-HR
Num holdings
911
Total value ($000)
$25,129,899
Net value change ($000)
+21,952,240 (690.8%)
New positions
858
Sold out positions
6
Turnover %
88.4%
Sector allocation + QoQ delta (equities-only)

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)
AAPL 745,857 NEW
XOM 485,278 NEW
MSFT 446,190 NEW
WFC 389,732 NEW
ALPHABET INC CL C 377,383 NEW
GE 315,360 NEW
JNJ 312,291 NEW
MRK 300,242 NEW
JPM 273,004 NEW
CVX 264,364 NEW
Top Reduces (Value $000, Stocks/ETFs)
VWO -109,465 -100.0%
EFA -58,066 -10.1%
Global X Funds -15,712 -100.0%
ABEV -15,069 -45.3%
INFY -11,293 -34.8%
HDB -6,735 -36.6%
QIHOO 360 TECHNOLOGY CO LTD -5,928 -29.6%
TUR -4,868 -100.0%
TLK -4,188 -12.6%
MELI -2,663 -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