Cobble Hill Financial Services, INC

data from 30/09/2014

Capitalization

$ 540.810 M -10.49 %

Average holding period

6 ans

Performance

$ 166.945 M 29.85 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Cobble Hill Financial Services, INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 EFA I-SH MSCI EAFE 11.42% 61.748 M $ 963000 2013/03/31 -4.579 M $ -6.22 %
2014/09/30 IWP I-SH RUS MD CP GR 6.89% 37.273 M $ 421875 2013/03/31 -519.450 K $ -1.34 %
2014/09/30 QQQ P-SH QQQ 5.99% 32.403 M $ 328000 2013/03/31 2.196 M $ 5.20 %
2014/09/30 RWR SPDR DJ REIT 5.88% 31.792 M $ 398400 2013/03/31 -1.371 M $ -3.86 %
2014/09/30 EEM I-SH MSCI EMG MKT 5.78% 31.261 M $ 752200 2013/03/31 -1.326 M $ -3.86 %
2014/09/30 IJK I-SH S&P MC 400GR 5.68% 30.744 M $ 203000 2013/03/31 -1.201 M $ -3.59 %
2014/09/30 IWD I-SH RUS 1000 VAL 5.57% 30.127 M $ 301000 2013/03/31 -355.179 K $ -1.17 %
2014/09/30 VIG VG DIV APP 4.70% 25.394 M $ 330000 2013/03/31 -369.000 K $ -1.28 %
2014/09/30 IWS I-SH RUS MDCP VAL 4.54% 24.570 M $ 351000 2013/09/30 -21.662 K $ -3.59 %
2014/09/30 IYR I-SH U.S. REAL ES 3.91% 21.141 M $ 305500 2013/03/31 -817.145 K $ -3.61 %
2014/09/30 VYM VG WHITEHALL HIGH DIV YLD 3.90% 21.072 M $ 317300 2013/03/31 33.345 K $ 0.14 %
2014/09/30 DVY I-SH SELECT DIVID 3.25% 17.579 M $ 238000 2013/03/31 -804.960 K $ -4.05 %
2014/09/30 HDV I-SH TR HIGH DIVIDND 3.14% 17.004 M $ 226000 2013/03/31 -36.900 K $ -0.20 %
2014/09/30 SPY SPDR S&P 500 TR TR UNIT 3.13% 16.909 M $ 85825 2013/03/31 110.922 K $ 0.66 %
2014/09/30 SDY SPDR S&P DIVID 2.82% 15.273 M $ 203800 2013/03/31 -377.520 K $ -2.15 %
2014/09/30 IWF I-SH RUS 1000 GRW 2.80% 15.119 M $ 165000 2013/03/31 220.499 K $ 0.77 %
2014/09/30 VEU VG INTL EQ ALLWRLD EX US 2.64% 14.280 M $ 290000 2013/03/31 -1.006 M $ -5.83 %
2014/09/30 ACWX I-SH MSCI ACWI US 2.61% 14.099 M $ 310000 2013/03/31 -909.320 K $ -5.29 %
2014/09/30 IWR I-SH RUS MID-CAP 1.54% 8.313 M $ 52500 2013/03/31 -224.699 K $ -2.58 %
2014/09/30 VOE VANGUARD FDS MCAP VL IDXVIP 1.41% 7.641 M $ 90000 2014/09/30 0.000 $ 0.00 %
2014/09/30 EWG I-SH MSCI GERMANY 1.20% 6.510 M $ 235000 2013/03/31 -991.660 K $ -11.44 %
2014/09/30 IVE I-SH S&P 500 VAL 1.17% 6.305 M $ 70000 2013/03/31 -14.700 K $ -0.23 %
2014/09/30 GSG I-SH S&P GSCI CMDTY 0.98% 5.326 M $ 180000 2013/09/30 -866.000 K $ -12.77 %
2014/09/30 IDV I-SH INTL SEL DIV 0.87% 4.724 M $ 132000 2013/03/31 -1.082 M $ -10.28 %
2014/09/30 EWW I-SH MSCI MEX CAP 0.83% 4.485 M $ 65250 2013/03/31 136.850 K $ 1.36 %
2014/09/30 XLK SPDR TR TECHNOLOGY 0.79% 4.269 M $ 107000 2013/03/31 181.349 K $ 4.04 %
2014/09/30 IWM I-SH RUSSELL 2000 0.74% 3.991 M $ 36500 2013/03/31 -416.240 K $ -7.96 %
2014/09/30 IWO I-SH RUS 2000 GRW 0.74% 3.988 M $ 30750 2013/03/31 -307.732 K $ -6.31 %
2014/09/30 P-SH DB CMDTY IDX 0.71% 3.831 M $ 165000 2013/09/30 -638.399 K $ -12.64 %
2014/09/30 IJH I-SH CORE S&P MCP 0.71% 3.829 M $ 28000 2013/03/31 -177.799 K $ -4.44 %
2014/09/30 IWN I-SH RUS 2000 VAL 0.54% 2.947 M $ 31500 2013/03/31 -315.250 K $ -9.39 %
2014/09/30 EPP I-SH MSCI PAC JP 0.51% 2.764 M $ 60000 2013/03/31 -190.799 K $ -6.46 %
2014/09/30 EZU I-SH EMU 0.43% 2.310 M $ 60000 2014/03/31 -699.060 K $ -9.03 %
2014/09/30 XLE SPDR TR SBI INT-ENERGY 0.41% 2.198 M $ 24250 2013/03/31 -229.889 K $ -9.47 %
2014/09/30 AMLP ALPS TR ALERIAN MLP 0.24% 1.284 M $ 67000 2013/03/31 11.389 K $ 0.89 %
2014/09/30 AAPL APPLE INC 0.21% 1.128 M $ 11200 2013/03/31 87.808 K $ 8.44 %
2014/09/30 IGE I-SH NA NAT RES 0.14% 761.000 K $ 17000 2013/03/31 -88.400 K $ -10.41 %
2014/09/30 MDY SPDR S&P MIDCAP 400 0.14% 748.000 K $ 3000 2013/03/31 -33.720 K $ -4.31 %
2014/09/30 IHI I-SH U.S. MED DVC 0.13% 696.000 K $ 7000 2013/03/31 -18.059 K $ -2.53 %
2014/09/30 XBI SPDR S&P BIOTECH 0.12% 663.000 K $ 4250 2013/03/31 8.415 K $ 1.29 %
2014/09/30 KXI I-SH GLB CNSM STP 0.10% 526.000 K $ 6000 2013/03/31 -17.279 K $ -2.40 %
2014/09/30 XLI SPDR TR SBI INT-INDS 0.08% 425.000 K $ 8000 2013/03/31 -7.280 K $ -1.69 %
2014/09/30 IYF I-SH U.S. FINLS 0.08% 419.000 K $ 5000 2013/03/31 4.059 K $ 0.70 %
2014/09/30 RXI I-SH GLB CNS DISC 0.07% 404.000 K $ 5000 2013/09/30 -19.740 K $ -3.91 %
2014/09/30 GNMA I-SH TR GNMA BOND 0.06% 350.000 K $ 7000 2013/06/30 420.000 $ 0.12 %
2014/09/30 IGM I-SH N AMER TECH 0.06% 343.000 K $ 3500 2013/03/31 14.849 K $ 2.83 %
2014/09/30 AGG I-SH CORE TOTUSBD 0.06% 327.000 K $ 3000 2013/06/30 -870.000 $ -0.27 %
2014/09/30 ITA I-SH U.S. AER&DEF 0.06% 323.000 K $ 3000 2013/09/30 -1.300 K $ -0.24 %
2014/09/30 ICF I-SH COHEN&STEER REIT 0.05% 277.000 K $ 3275 2013/03/31 -13.084 K $ -3.27 %
2014/09/30 QLTA I-SH TR A RATE CP BD 0.05% 256.000 K $ 5000 2013/06/30 -1.100 K $ -0.43 %
2014/09/30 C CITIGROUP INC 0.04% 235.000 K $ 4530 2014/06/30 21.381 K $ 10.04 %
2014/09/30 MIDD MIDDLEBY CORP 0.04% 225.000 K $ 2550 2013/09/30 13.795 K $ 6.54 %
2014/09/30 STIP I-SH TR 0-5 YR TIPS 0.04% 201.000 K $ 2000 2013/06/30 -4.000 K $ -1.95 %
2014/09/30 IAI I-SH U.S. BR-DEAL 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %
2014/09/30 EIRL I-SH TR IRELAND CAPD 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %