TIEMANN INVESTMENT ADVISORS, LLC

Q1 2014 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
3/31/2014
Date filed
4/28/2014
Form type
13F-HR
Num holdings
144
Total value ($000)
$89,146
Net value change ($000)
+4,675 (5.5%)
New positions
10
Sold out positions
0
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/31/2014 Next filing: 8/1/2014 SEC filing

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)
CRM 510 NEW
VWO 319 95.2%
MSFT 250 11.3%
WALGREEN CO 228 14.5%
GLW 225 NEW
GSK 221 NEW
BAC 218 NEW
ADBE 218 NEW
NVO 217 NEW
ORCL 213 11.3%
Top Reduces (Value $000, Stocks/ETFs)
PII -166 -4.1%
EEM -164 -15.4%
CVX -157 -11.6%
XOM -106 -3.9%
LUMN -69 -19.7%
KSUGBX -59 -21.4%
EMN -54 -7.6%
AMZN -52 -10.4%
EL -51 -16.9%
TRV -51 -17.9%
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