PICTET BANK & TRUST Ltd

Q2 2014 13F-HR Holdings

Location
Nassau, C5
Holdings as of
6/30/2014
Date filed
8/6/2014
Form type
13F-HR
Num holdings
98
Total value ($000)
$254,970
Net value change ($000)
+9,999 (4.1%)
New positions
17
Sold out positions
14
Turnover %
7.0%
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)
ALPHABET INC CL C 5,061 NEW
SPY 3,011 9.8%
SBUX 2,748 1210.6%
ABT 2,203 NEW
TMO 2,073 NEW
AAPL 1,555 23.5%
FMC TECHNOLOGIES INC 1,453 NEW
XLE 646 11.6%
EOG 606 22.6%
IWM 543 148.4%
Top Reduces (Value $000, Stocks/ETFs)
IXIA -4,896 -8.6%
Alphabet Inc. Class C -4,695 -46.9%
OVERSEAS SHIPHOLDING GROUP INC -4,394 -66.9%
TJX -736 -19.1%
INVSC QQQ TRUST SRS 1 ETF -494 -23.4%
IBM -356 -100.0%
CL -277 -100.0%
JNJ -257 -100.0%
JPM -255 -100.0%
WYNN -240 -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