BELLEVUE FINANCIAL, INC. Information

10811 MAIN STREET, BELLEVUE, Washington, 98004, (425) 401-1211

Report Date: 09/30/2014

Position Statistics

Total Positions 69
New Positions 4
Increased Positions 18
Decreased Positions 43
Positions with Activity 61
Sold Out Positions 6
Total Mkt Value (in $ millions) 132

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 8.05%
Capital Goods
Conglomerates
Consumer Cyclical 1.42%
Consumer/Non-Cyclical 9.72%
Energy 8.28%
Financial 27.39%
Healthcare 1.63%
Services 12.76%
Technology 21.35%
Transportation 0.23%
Utilities 6.87%

6 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BUILD A BEAR WORKSHOP COM -275 Sold Out 0
GENERAL ELECTRIC CO COM -281 Sold Out 0
ISHARES TR GLOB HLTHCRE ETF -257 Sold Out 0
ORACLE CORP COM -236 Sold Out 0
PIMCO CORPORATE INCOME STRATEG COM -187 Sold Out 0
PIONEER NAT RES CO COM -755 Sold Out 0


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