Friedenthal Financial

Q2 2014 13F-HR Holdings

Location
Voorhees, NJ
Holdings as of
6/30/2014
Date filed
7/25/2014
Form type
13F-HR
Num holdings
39
Total value ($000)
$123,416
Net value change ($000)
+5,035 (4.3%)
New positions
11
Sold out positions
7
Turnover %
86.6%
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)
POWERSHARES 9,138 NEW
PFF 8,829 3357.0%
SJNK 8,067 1335.6%
SPDR SERIES TRUST 7,733 NEW
IYT 7,702 NEW
EWP 7,645 NEW
XLE 7,578 NEW
VGK 7,465 NEW
ISHARES 7,399 NEW
RYDEX ETF TRUST GUG SP500EQWTTE 1,122 NEW
Top Reduces (Value $000, Stocks/ETFs)
CWB -8,420 -100.0%
AMLP -8,368 -91.0%
EWG -7,652 -100.0%
SPDR SERIES TRUST -7,581 -100.0%
IWM -7,412 -90.3%
KRE -7,239 -100.0%
XLF -7,152 -100.0%
Claymore Guggenheim BulletShares High Yld ETF -695 -100.0%
CLAYMORE EXCHANGE TRD FD TR -652 -100.0%
IEI -14 -2.2%
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