LONG WHARF INVESTORS, INC.
12 POST OFFICE SQUARE, BOSTON, Massachusetts, 02109, (617) 338-9393
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 129 |
| New Positions | 14 |
| Increased Positions | 45 |
| Decreased Positions | 51 |
| Positions with Activity | 96 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
112 |
Sector Weighting
| Basic Materials | 1.42% |
| Capital Goods | 2.26% |
| Conglomerates | |
| Consumer Cyclical | 2.09% |
| Consumer/Non-Cyclical | 2.97% |
| Energy | 3.31% |
| Financial | 62.34% |
| Healthcare | 9.81% |
| Services | 3.46% |
| Technology | 8.32% |
| Transportation | 1.31% |
| Utilities | 0.99% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
51 DECREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ALPS ETF TR | ALERIAN MLP | 226 | -3 | (1.4) | 12,674 |
| MARKET VECTORS ETF TR | HG YLD MUN ETF | 223 | -115 | (34.05) | 6,740 |
| ISHARES TR | IBOXX INV CPBD | 222 | -84 | (27.45) | 1,850 |
| ISHARES TR | S&P NTL AMTFREE | 216 | -112 | (34.12) | 1,950 |
| SIRIUS XM RADIO INC | COM | 113 | -5 | (4.16) | 32,240 |
| GLOBAL X FDS | GBLX CHIMATL NEW | -122 | Sold Out | 0 | |
| GLOBAL X FDS | CHINA ENRG ETF | -174 | Sold Out | 0 | |
| GLOBAL X FDS | CHINA FINL ETF | -144 | Sold Out | 0 | |
| ISHARES INC | MSCI AUST CAPPED | -188 | Sold Out | 0 | |
| WHERIFY WIRELESS INC | COM | Sold Out | 0 | ||
| WISDOMTREE TRUST | INTL LRGCAP DV | -321 | Sold Out | 0 |
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