LBJ Family Wealth Advisors, Ltd.
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
14
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)
| IWF | 14,485 | — |
| IWD | 12,564 | — |
| EFA | 7,151 | — |
| IWS | 5,524 | — |
| IWP | 5,142 | — |
| IWN | 4,343 | — |
| Texas Capital Bancshares Inc. | 4,219 | — |
| Powershares DB Cmdty IDX TRA | 3,043 | — |
| SPDR Series Trust DB Int. Gvt. ETF | 2,536 | — |
| IWO | 2,448 | — |
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 |
|---|