Location
Milwaukee, WI
Holdings as of
9/30/2020
Date filed
11/13/2020
Form type
13F-HR
Num holdings
919
Total value ($000)
$7,201,253
Net value change ($000)
-4,223 (-0.1%)
New positions
1
Sold out positions
6
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2020
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)
PCG 5,000 NEW
Top Reduces (Value $000, Stocks/ETFs)
CAESARS HOLDINGS, INC. -2,367 -100.0%
58.com Inc. -1,975 -100.0%
LEGG MASON, INC. -1,447 -100.0%
LogMeIn, Inc. -1,439 -100.0%
CZR -1,161 -100.0%
AVNT -834 -100.0%
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