Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Telemus Investment Management, LLC (CIK 1388977) reported $211.6M across 138 reported positions in its SEC 13F filing for 2013-06-30. Largest positions: IWB ($17.4M, 8.24%), PRDSX ($13.2M, 6.26%), LYRIX ($12.7M, 6.02%), FFRZX ($12.3M, 5.83%), JMVSX ($10.4M, 4.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR RUSSELL 1000 | $17.4M | 8.24% | 193,980 | New |
| 2 | PRDSX | T ROWE PRICE DIVERSIFIED SMALL | $13.2M | 6.26% | 653,324 | New |
| 3 | LYRIX | LYRICAL U.S. VALUE EQUITY FUND | $12.7M | 6.02% | 1.1M | New |
| 4 | FFRZX | TEMPLETON FRONTIER MARKETS FUN | $12.3M | 5.83% | 743,822 | New |
| 5 | JMVSX | JP MORGAN MID-CAP VALUE FUND S | $10.4M | 4.94% | 327,013 | New |
| 6 | WAIGX | WASATCH INTL GROWTH FD | $10.3M | 4.89% | 403,857 | New |
| 7 | BISDD | BRANDES INTERNATIONAL SMALL CA | $9.3M | 4.42% | 771,354 | New |
| 8 | PYSYX | PUTNAM EQUITY SPECTRUM FUND CL | $7.9M | 3.72% | 228,818 | New |
| 9 | DXJ | WISDOMTREE TR JAPAN HEDGED EQU | $7.1M | 3.36% | 155,884 | New |
| 10 | IWD | ISHARES TR INDEX RUSSELL1000VA | $5.2M | 2.47% | 62,475 | New |
| 11 | SPY | SPDR S&P 500 ETF TR TR UNIT | $5.0M | 2.35% | 30,944 | New |
| 12 | IWF | ISHARES TR INDEX RUSSELL1000GR | $4.6M | 2.16% | 62,746 | New |
| 13 | DIS | DISNEY WALT CO COM DISNEY | $3.2M | 1.51% | 50,436 | New |
| 14 | DTV1 | DIRECTV COM | $3.2M | 1.50% | 51,527 | New |
| 15 | AAPL | APPLE INC COM | $2.9M | 1.37% | 7,317 | New |
| 16 | QCOM | QUALCOMM INC COM | $2.7M | 1.28% | 44,168 | New |
| 17 | PCP | PRECISION CASTPARTS CORP COM | $2.5M | 1.20% | 11,220 | New |
| 18 | MCD | MCDONALDS CORP COM | $2.4M | 1.12% | 23,931 | New |
| 19 | PEP | PEPSICO INC COM | $2.3M | 1.10% | 28,518 | New |
| 20 | HD | HOME DEPOT INC COM | $2.3M | 1.10% | 30,071 | New |
| 21 | EOG | EOG RES INC COM | $2.3M | 1.10% | 17,647 | New |
| 22 | CELG | CELGENE CORP COM | $2.3M | 1.09% | 19,651 | New |
| 23 | GWW | GRAINGER W W INC COM | $2.3M | 1.07% | 8,999 | New |
| 24 | UNH | UNITEDHEALTH GROUP INC COM | $2.2M | 1.04% | 33,637 | New |
| 25 | AXP | AMERICAN EXPRESS CO COM | $2.2M | 1.04% | 29,452 | New |
Source: SEC Form 13F filings · as of 2013-06-30