Wunderlich Securities, Inc.

Q1 2014 13F-HR Holdings

Location
Memphis, TN
Holdings as of
3/31/2014
Date filed
6/12/2014
Form type
13F-HR
Num holdings
1,096
Total value ($000)
$135,462
Net value change ($000)
—
New positions
1091
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/17/2014 SEC filing

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)
FXL 2,853 —
FXO 2,851 —
FXN 2,802 —
GPOR 2,462 —
FXZ 2,245 —
FXH 2,193 —
MO 1,933 —
AAPL 1,709 —
INVESCO EXCHANGE-TRADED FUND TRUST 1,432 —
JPM 1,303 —
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