Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
Trident Investment Management, LLC (CIK 1484086) reported $12.4M across 5 reported positions in its SEC 13F filing for 2013-12-31. Largest positions: XLV ($4.1M, 33.21%), XLP ($3.9M, 31.76%), IXJ ($2.5M, 20.01%), XLE ($1.5M, 12.04%), CGW ($369,000, 2.98%). Source: SEC Form 13F.
| 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