BELLEVUE FINANCIAL, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 70
New Positions 4
Increased Positions 18
Decreased Positions 44
Positions with Activity 62
Sold Out Positions 6
Total Mkt Value (in $ millions) 135

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

Sector Weighting

Basic Materials 7.46%
Capital Goods
Conglomerates
Consumer Cyclical 1.47%
Consumer/Non-Cyclical 10.29%
Energy 6.43%
Financial 27.82%
Healthcare 1.77%
Services 12.92%
Technology 22.27%
Transportation 0.24%
Utilities 7.12%

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 -349 Sold Out 0
GENERAL ELECTRIC CO COM -283 Sold Out 0
ISHARES TR GLOB HLTHCRE ETF -265 Sold Out 0
ORACLE CORP COM -281 Sold Out 0
PIMCO CORPORATE INCOME STRATEG COM -184 Sold Out 0
PIONEER NAT RES CO COM -630 Sold Out 0


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