Location
Dallas, TX
Holdings as of
3/31/2014
Date filed
5/12/2014
Form type
13F-HR
Num holdings
22
Total value ($000)
$378,628
Net value change ($000)
+7,213 (1.9%)
New positions
0
Sold out positions
0
Turnover %
0.0%
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)
LUV 7,155 25.3%
META 3,914 10.2%
BAC 1,304 10.5%
BRK-B 1,282 5.4%
AAPL 787 2.5%
QCOM 691 6.2%
EOG 566 16.9%
MKL 552 2.7%
DIS 551 4.8%
EBAY 187 0.7%
Top Reduces (Value $000, Stocks/ETFs)
VHI -3,020 -49.8%
WPP -2,327 -10.3%
COST -1,468 -6.2%
PHM -1,180 -5.8%
SBUX -1,002 -6.4%
Infinera Corp -361 -7.2%
Monsanto -278 -2.4%
Alphabet Inc. Class C -174 -0.6%
KMX -66 -0.5%
DHI -54 -3.0%
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