Ohio Valley Financial Group

Q2 2014 13F-HR Holdings

Location
Henderson, KY
Holdings as of
6/30/2014
Date filed
8/11/2014
Form type
13F-HR
Num holdings
191
Total value ($000)
$107,029
Net value change ($000)
+3,523 (3.4%)
New positions
18
Sold out positions
10
Turnover %
1.2%
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)
AAPL 576 11.3%
ALPHABET INC CL C 547 NEW
SLB 300 21.3%
TWTR 287 4100.0%
BA 280 67.1%
INTC 231 21.3%
APACHE CORP 222 22.0%
META 220 24.3%
COP 215 20.5%
CELG 212 28.2%
Top Reduces (Value $000, Stocks/ETFs)
GD -629 -92.4%
Alphabet Inc. Class C -406 -25.0%
IBM -241 -14.8%
QCOM -189 -10.4%
20230930-DK-Butterfly-1, Inc. -184 -14.4%
KN -175 -100.0%
MCD -162 -10.1%
UNH -136 -5.8%
TJX -123 -13.7%
AFL -111 -9.6%
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