Location
Trenton, NJ
Holdings as of
6/30/2014
Date filed
8/11/2014
Form type
13F-HR
Num holdings
1
Total value ($000)
$158,459
Net value change ($000)
-480,151 (-75.2%)
New positions
1
Sold out positions
71
Turnover %
503.0%
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)
TSLX 158,459 NEW
Top Reduces (Value $000, Stocks/ETFs)
IAU -130,620 -100.0%
POWERSHARES -101,907 -100.0%
GLD -54,388 -100.0%
SPG -28,364 -100.0%
ESS -16,665 -100.0%
BXP -16,297 -100.0%
PLD -16,128 -100.0%
SPDR SERIES TRUST -15,803 -100.0%
Vaneck Vectors Gold Miners ETF -12,980 -100.0%
EXR -12,540 -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