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) 134

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

Sector Weighting

Basic Materials 7.59%
Capital Goods
Conglomerates
Consumer Cyclical 1.49%
Consumer/Non-Cyclical 10.31%
Energy 6.36%
Financial 28.14%
Healthcare 1.83%
Services 12.81%
Technology 22.15%
Transportation 0.24%
Utilities 7.03%

70 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MARKET VECTORS ETF TR GOLD MINER ETF 176 2 .92 9,355
CHAMBERS STR PPTYS COM 102 New 12,309
CLEARSIGN COMBUSTION CORP COM 93 93 New 12,400
HALYARD HEALTH INC COM 92 -33 (26.41) 2,341
BUILD A BEAR WORKSHOP COM -351 Sold Out 0
GENERAL ELECTRIC CO COM -276 Sold Out 0
ISHARES TR GLOB HLTHCRE ETF -271 Sold Out 0
ORACLE CORP COM -276 Sold Out 0
PIMCO CORPORATE INCOME STRATEG COM -190 Sold Out 0
PIONEER NAT RES CO COM -617 Sold Out 0


Create your free portfolio