SIMPLY MONEY ADVISORS Information

7890 E. KEMPER ROAD, SUITE 200, CINCINNATI, Ohio, 45249, (513) 469-7500

Report Date: 03/31/2014

Position Statistics

Total Positions 100
New Positions 13
Increased Positions 32
Decreased Positions 66
Positions with Activity 98
Sold Out Positions 56
Total Mkt Value (in $ millions) 660

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

Sector Weighting

Basic Materials 0%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.02%
Energy 0.01%
Financial 99.88%
Healthcare 0.01%
Services 0.04%
Technology 0.03%
Transportation 0%
Utilities 0%

100 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NCR CORP NEW COM -2 Sold Out 0
PAYCHEX INC COM -1 Sold Out 0
PENNANTPARK INVT CORP COM -1 Sold Out 0
PEOPLES UNITED FINANCIAL INC COM -3 Sold Out 0
PEPSICO INC COM -8 Sold Out 0
PPL CORP COM -2 Sold Out 0
RETAIL PPTYS AMER INC CL A -6 Sold Out 0
ROGERS COMMUNICATIONS INC CL B -1 Sold Out 0
ROYAL DUTCH SHELL PLC SPONS ADR A -2 Sold Out 0
SANOFI SPONSORED ADR -2 Sold Out 0
SILVER STD RES INC COM -9 Sold Out 0
SPDR GOLD TRUST GOLD SHS -43 Sold Out 0
SPDR SERIES TRUST S&P METALS MNG -3 Sold Out 0
STAPLES INC COM -1 Sold Out 0
TEVA PHARMACEUTICAL INDS LTD ADR -5 Sold Out 0
TOTAL S A SPONSORED ADR -3 Sold Out 0
UNITED PARCEL SERVICE INC CL B -10 Sold Out 0
VERIZON COMMUNICATIONS INC COM -66 Sold Out 0
WEYERHAEUSER CO COM -3 Sold Out 0
ZIMMER HLDGS INC COM -2 Sold Out 0


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