BELLEVUE FINANCIAL, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 346
New Positions 1
Increased Positions 20
Decreased Positions 315
Positions with Activity 335
Sold Out Positions 281
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 8.44%
Capital Goods 0%
Conglomerates 0%
Consumer Cyclical 1.46%
Consumer/Non-Cyclical 11.95%
Energy 9.44%
Financial 28.35%
Healthcare 1.45%
Services 12.77%
Technology 18.27%
Transportation 0.2%
Utilities 7.6%

346 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WISDOMTREE TR LARGECAP DIVID -140 Sold Out 0
WPX ENERGY INC COM -17 Sold Out 0
XEROX CORP COM -4 Sold Out 0
YAMANA GOLD INC COM -4 Sold Out 0
YUM BRANDS INC COM -7 Sold Out 0
ZYNGA INC CL A -2 Sold Out 0