Location
Boston, MA
Holdings as of
3/31/2014
Date filed
5/12/2014
Form type
13F-HR
Num holdings
161
Total value ($000)
$422,329
Net value change ($000)
+18,179 (4.5%)
New positions
8
Sold out positions
4
Turnover %
1.3%
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)
STKL 2,444 113.7%
TGT 1,780 104.7%
TEVA 1,710 20.1%
QCOM 1,692 36.9%
EMC 1,533 15.4%
JNJ 1,453 10.9%
XYL 1,431 29.8%
NXPI 1,400 21.3%
GLW 1,131 16.0%
NVS 1,111 8.4%
Top Reduces (Value $000, Stocks/ETFs)
SSYS -2,096 -24.6%
INTC -1,607 -24.7%
WMT -1,173 -24.1%
AEGN -973 -73.4%
JCI -761 -4.9%
PG -697 -3.3%
POR -614 -28.6%
GREEN MOUNTAIN COFFE -580 -100.0%
MCGRAW HILL COS -567 -100.0%
BRK-B -534 -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