Eqis Capital Management, Inc.
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
431
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to previous filing: —
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)
| MDY | 56,813 | — |
| EFA | 20,016 | — |
| SPY | 19,496 | — |
| BOND | 10,217 | — |
| HYG | 9,946 | — |
| EQL | 8,984 | — |
| BND | 8,509 | — |
| SPDR SERIES TRUST | 8,508 | — |
| SPDR SERIES TRUST | 7,048 | — |
| PIMCO ETF Trust | 6,899 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
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 |
|---|