Trident Investment Management, LLC 13F Holdings · last filed Q4 2013
Trident Investment Management, LLC reported 5 securities worth $12.38M in its SEC 13F filing for Q4 2013 (period ended 2013-12-31). Top holdings: XLV (33.21%), XLP (31.76%), IXJ (20.01%). Among its top 25 positions this quarter: 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLV | SELECT SECTOR SPDR TR | $4.1M | 33.21% | 74,165 | Trimmed |
| 2 | XLP | SELECT SECTOR SPDR TR | $3.9M | 31.76% | 91,480 | Trimmed |
| 3 | IXJ | ISHARES TR | $2.5M | 20.01% | 28,773 | Trimmed |
| 4 | XLE | SELECT SECTOR SPDR TR | $1.5M | 12.04% | 16,844 | Trimmed |
| 5 | CGW | CLAYMORE EXCHANGE TRD FD TR | $369,000 | 2.98% | 13,346 | Hold |
Source: SEC Form 13F filings · as of 2013-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR