PATHSTONE FAMILY OFFICE, LLC Quant / Systematic

CIK: 0001511137 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 7, 2014

Total Value: $38.39M (100.0% shares, 0.0% debt)

Holdings (186)

ON ASSIGNMENT INC 29.3%
Value $11.26M Shares 291,874 Est. Cost $38.59 Unrealized
COMSCORE INC 26.9%
Value $10.31M Shares 314,572 Est. Cost $32.79 Unrealized
BDX BECTON DICKINSON & CO 22.4%
Value $8.603M Shares 73,484 Est. Cost $83.92 Unrealized +8.9%
ALEXCO RESOURCE CORP 3.0%
Value $1.142M Shares 761,299 Est. Cost $1.12 Unrealized
IVV ISHARES 2.3%
Value $878K Shares 4,664 Est. Cost $180.56 Unrealized
IWB ISHARES 1.5%
Value $587K Shares 5,619 Est. Cost $90.20 Unrealized
BND VANGUARD BD INDEX FD INC 1.4%
Value $532K Shares 6,554 Est. Cost $80.65 Unrealized
AAPL APPLE INC 1.2%
Value $463K Shares 863 Est. Cost $13.28 Unrealized +24.8%
EFA ISHARES 1.1%
Value $410K Shares 6,083 Est. Cost $57.30 Unrealized
BA BOEING CO 0.7%
Value $285K Shares 2,268 Est. Cost $80.37 Unrealized +39.0%
REGIONS FINL CORP NEW 0.6%
Value $233K Shares 20,967 Est. Cost $9.89 Unrealized
PIMCO ETF TR 0.5%
Value $207K Shares 1,941 Est. Cost $105.56 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value $114K Shares 609 Est. Cost $160.30 Unrealized
MRK MERCK & CO INC NEW 0.3%
Value $114K Shares 2,000 Est. Cost $31.05 Unrealized +15.2%
JNJ JOHNSON & JOHNSON 0.3%
Value $112K Shares 1,144 Est. Cost $61.87 Unrealized +7.7%
EATON VANCE NATL MUN OPPORT 0.3%
Value $103K Shares 5,322 Est. Cost $18.31 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value $99,000 Shares 1,008 Est. Cost $55.56 Unrealized +15.5%
ORACLE CORP 0.3%
Value $96,000 Shares 2,339 Est. Cost $30.79 Unrealized
SILVER BULL RES INC 0.2%
Value $91,000 Shares 277,000 Est. Cost $0.40 Unrealized
BLACKROCK MUNIASSETS FD INC 0.2%
Value $91,000 Shares 7,341 Est. Cost $11.96 Unrealized
GOOGLE INC 0.2%
Value $87,000 Shares 78 Est. Cost $882.51 Unrealized
ENERGEN CORP 0.2%
Value $81,000 Shares 1,000 Est. Cost $71.00 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value $79,000 Shares 672 Est. Cost $92.51 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $78,000 Shares 407 Est. Cost $117.79 Unrealized -7.3%
3M CO 0.2%
Value $71,000 Shares 524 Est. Cost $108.54 Unrealized
MSFT MICROSOFT CORP 0.2%
Value $71,000 Shares 1,724 Est. Cost $26.70 Unrealized +17.1%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $69,000 Shares 1,000 Est. Cost $69.00 Unrealized
KMB KIMBERLY CLARK CORP 0.2%
Value $69,000 Shares 630 Est. Cost $63.06 Unrealized +10.0%
AMZN AMAZON COM INC 0.2%
Value $65,000 Shares 192 Est. Cost $13.57 Unrealized +36.8%
CAMERON INTERNATIONAL CORP 0.2%
Value $62,000 Shares 1,000 Est. Cost $62.00 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value $62,000 Shares 960 Est. Cost $44.39 Unrealized +7.9%
DU PONT E I DE NEMOURS & CO 0.2%
Value $58,000 Shares 862 Est. Cost $52.63 Unrealized
AVENUE INCOME CR STRATEGIES 0.2%
Value $58,000 Shares 3,314 Est. Cost $17.50 Unrealized
CPB CAMPBELL SOUP CO 0.1%
Value $57,000 Shares 1,274 Est. Cost $30.86 Unrealized -3.7%
CARDICA INC 0.1%
Value $57,000 Shares 56,465 Est. Cost $1.12 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value $56,000 Shares 1,000 Est. Cost $45.89 Unrealized 0.0%
KXI ISHARES 0.1%
Value $55,000 Shares 634 Est. Cost $80.00 Unrealized
SOLAR SR CAP LTD 0.1%
Value $54,000 Shares 3,141 Est. Cost $18.47 Unrealized
EC ECOPETROL S A 0.1%
Value $41,000 Shares 1,000 Est. Cost $41.00 Unrealized
BLACKROCK KELSO CAPITAL CORP 0.1%
Value $37,000 Shares 4,086 Est. Cost $9.06 Unrealized
MCGRAW HILL FINL INC 0.1%
Value $35,000 Shares 454 Est. Cost $52.86 Unrealized
WALGREEN CO 0.1%
Value $31,000 Shares 477 Est. Cost $44.03 Unrealized
CVS CVS CAREMARK CORPORATION 0.1%
Value $30,000 Shares 406 Est. Cost $41.44 Unrealized +23.3%
PUTNAM MUN OPPORTUNITIES TR 0.1%
Value $30,000 Shares 2,606 Est. Cost $11.04 Unrealized
SAN BANCO SANTANDER SA 0.1%
Value $29,000 Shares 3,070 Est. Cost $8.57 Unrealized
EMR EMERSON ELEC CO 0.1%
Value $29,000 Shares 440 Est. Cost $40.02 Unrealized +19.4%
VV VANGUARD INDEX FDS 0.1%
Value $28,000 Shares 324 Est. Cost $79.85 Unrealized
EXPRESS SCRIPTS HLDG CO 0.1%
Value $26,000 Shares 350 Est. Cost $63.16 Unrealized
MVO MV OIL TR 0.1%
Value $25,000 Shares 1,000 Est. Cost $25.00 Unrealized
NQ MOBILE INC 0.1%
Value $24,000 Shares 1,350 Est. Cost $17.78 Unrealized
HD HOME DEPOT INC 0.1%
Value $24,000 Shares 300 Est. Cost $58.72 Unrealized +2.6%
NABORS INDUSTRIES LTD 0.1%
Value $22,000 Shares 877 Est. Cost $17.10 Unrealized
ENCANA CORP 0.1%
Value $21,000 Shares 1,003 Est. Cost $20.94 Unrealized
IWF ISHARES 0.1%
Value $21,000 Shares 239 Est. Cost $72.19 Unrealized
VIPSHOP HLDGS LTD 0.1%
Value $21,000 Shares 142 Est. Cost $55.00 Unrealized
LOW LOWES COS INC 0.1%
Value $20,000 Shares 400 Est. Cost $39.13 Unrealized -0.3%
MOSAIC CO NEW 0.1%
Value $20,000 Shares 400 Est. Cost $53.89 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value $19,000 Shares 150 Est. Cost $120.42 Unrealized
LEGG MASON INC 0.0%
Value $19,000 Shares 396 Est. Cost $42.93 Unrealized
LEN LENNAR CORP 0.0%
Value $19,000 Shares 473 Est. Cost $30.45 Unrealized +13.4%
ADBE ADOBE SYS INC 0.0%
Value $19,000 Shares 286 Est. Cost $55.25 Unrealized +16.1%
CBRE GROUP INC 0.0%
Value $19,000 Shares 704 Est. Cost $26.99 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.0%
Value $18,000 Shares 906 Est. Cost $20.99 Unrealized
SO SOUTHERN CO 0.0%
Value $18,000 Shares 400 Est. Cost $26.74 Unrealized -5.5%
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value $18,000 Shares 1,400 Est. Cost $12.86 Unrealized
VMC VULCAN MATLS CO 0.0%
Value $18,000 Shares 278 Est. Cost $50.25 Unrealized +15.7%
BARRICK GOLD CORP 0.0%
Value $18,000 Shares 1,000 Est. Cost $17.65 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.0%
Value $18,000 Shares 237 Est. Cost $75.95 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value $17,000 Shares 143 Est. Cost $74.84 Unrealized +5.9%
CHENIERE ENERGY INC 0.0%
Value $17,000 Shares 300 Est. Cost $27.47 Unrealized
SAFEWAY INC 0.0%
Value $17,000 Shares 472 Est. Cost $31.78 Unrealized
PENNEY J C INC 0.0%
Value $16,000 Shares 1,896 Est. Cost $8.78 Unrealized
HIMAX TECHNOLOGIES INC 0.0%
Value $16,000 Shares 1,394 Est. Cost $15.06 Unrealized
ABRAXAS PETE CORP 0.0%
Value $16,000 Shares 4,000 Est. Cost $2.50 Unrealized
EEM ISHARES 0.0%
Value $16,000 Shares 381 Est. Cost $38.43 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value $16,000 Shares 606 Est. Cost $26.40 Unrealized
CONTINENTAL RESOURCES INC 0.0%
Value $16,000 Shares 125 Est. Cost $89.17 Unrealized
WPX ENERGY INC 0.0%
Value $15,000 Shares 840 Est. Cost $20.28 Unrealized
ABEV AMBEV SA 0.0%
Value $15,000 Shares 2,000 Est. Cost $7.50 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value $14,000 Shares 492 Est. Cost $28.46 Unrealized
QEP RES INC 0.0%
Value $14,000 Shares 484 Est. Cost $30.99 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $14,000 Shares 200 Est. Cost $36.21 Unrealized +50.5%
CTRIP COM INTL LTD 0.0%
Value $13,000 Shares 250 Est. Cost $52.00 Unrealized
INGERSOLL-RAND PLC 0.0%
Value $13,000 Shares 231 Est. Cost $60.61 Unrealized
QUANTUM FUEL SYS TECH WORLDW 0.0%
Value $13,000 Shares 1,310 Est. Cost $7.78 Unrealized
TJX TJX COS INC NEW 0.0%
Value $13,000 Shares 219 Est. Cost $24.15 Unrealized +6.7%
ORANY ORANGE 0.0%
Value $12,000 Shares 800 Est. Cost $15.00 Unrealized
TRIANGLE PETE CORP 0.0%
Value $12,000 Shares 1,500 Est. Cost $8.00 Unrealized
YPF YPF SOCIEDAD ANONIMA 0.0%
Value $12,000 Shares 400 Est. Cost $30.00 Unrealized
MUB ISHARES 0.0%
Value $12,000 Shares 112 Est. Cost $107.14 Unrealized
HAL HALLIBURTON CO 0.0%
Value $11,000 Shares 190 Est. Cost $33.21 Unrealized +28.8%
META FACEBOOK INC 0.0%
Value $11,000 Shares 189 Est. Cost $36.15 Unrealized +74.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value $11,000 Shares 154 Est. Cost $7.92 Unrealized +43.2%
THE ADT CORPORATION 0.0%
Value $11,000 Shares 368 Est. Cost $40.76 Unrealized
SENOMYX INC 0.0%
Value $11,000 Shares 1,000 Est. Cost $2.18 Unrealized
TABLEAU SOFTWARE INC 0.0%
Value $10,000 Shares 126 Est. Cost $79.37 Unrealized
EXXON MOBIL CORP 0.0%
Value $10,000 Shares 102 Est. Cost $101.48 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value $9,000 Shares 160 Est. Cost $56.25 Unrealized
CELL THERAPEUTICS INC 0.0%
Value $9,000 Shares 2,782 Est. Cost $3.24 Unrealized
ALUMINUM CORP CHINA LTD 0.0%
Value $9,000 Shares 1,000 Est. Cost $8.00 Unrealized
BAZAARVOICE INC 0.0%
Value $9,000 Shares 1,250 Est. Cost $7.20 Unrealized
HERCULES OFFSHORE INC 0.0%
Value $9,000 Shares 2,000 Est. Cost Unrealized
ANADARKO PETE CORP 0.0%
Value $9,000 Shares 105 Est. Cost $86.54 Unrealized
IWD ISHARES 0.0%
Value $9,000 Shares 89 Est. Cost $80.81 Unrealized
REED ELSEVIER P L C 0.0%
Value $9,000 Shares 145 Est. Cost $62.07 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $9,000 Shares 80 Est. Cost $112.50 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value $9,000 Shares 80 Est. Cost $112.50 Unrealized
NATIONAL BK GREECE S A 0.0%
Value $9,000 Shares 1,600 Est. Cost $5.48 Unrealized
SPYG SPDR SERIES TRUST 0.0%
Value $9,000 Shares 100 Est. Cost $70.00 Unrealized
SIEGY SIEMENS A G 0.0%
Value $9,000 Shares 64 Est. Cost $140.63 Unrealized
BIV VANGUARD BD INDEX FD INC 0.0%
Value $8,000 Shares 100 Est. Cost $80.00 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value $8,000 Shares 80 Est. Cost $112.50 Unrealized
MARKET VECTORS ETF TR 0.0%
Value $8,000 Shares 320 Est. Cost $21.88 Unrealized
IJJ ISHARES 0.0%
Value $6,000 Shares 47 Est. Cost $106.38 Unrealized
IWN ISHARES 0.0%
Value $6,000 Shares 54 Est. Cost $74.07 Unrealized
IJK ISHARES 0.0%
Value $6,000 Shares 37 Est. Cost $135.14 Unrealized
IWO ISHARES 0.0%
Value $6,000 Shares 44 Est. Cost $113.64 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.0%
Value $6,000 Shares 100 Est. Cost $60.00 Unrealized
CHINA HOUSING & LAND DEV INC 0.0%
Value $6,000 Shares 2,264 Est. Cost $2.21 Unrealized
GWW GRAINGER W W INC 0.0%
Value $6,000 Shares 25 Est. Cost $213.42 Unrealized -3.7%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $6,000 Shares 130 Est. Cost $38.87 Unrealized
SEANERGY MARITIME HLDGS CORP 0.0%
Value $6,000 Shares 3,332 Est. Cost $1.50 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $5,000 Shares 71 Est. Cost $24.37 Unrealized +20.2%
TUMI HLDGS INC 0.0%
Value $5,000 Shares 200 Est. Cost $25.00 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $5,000 Shares 67 Est. Cost $74.63 Unrealized
TRMK TRUSTMARK CORP 0.0%
Value $5,000 Shares 210 Est. Cost $18.35 Unrealized -7.2%
HOG HARLEY DAVIDSON INC 0.0%
Value $5,000 Shares 69 Est. Cost $62.24 Unrealized +6.3%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value $5,000 Shares 23 Est. Cost $193.15 Unrealized -1.6%
LQD ISHARES 0.0%
Value $5,000 Shares 42 Est. Cost $119.05 Unrealized
DENDREON CORP 0.0%
Value $5,000 Shares 1,700 Est. Cost $2.94 Unrealized
ENTEROMEDICS INC 0.0%
Value $5,000 Shares 2,600 Est. Cost $1.92 Unrealized
CHINA PHARMA HLDGS INC 0.0%
Value $4,000 Shares 8,720 Est. Cost $0.34 Unrealized
FUSION-IO INC 0.0%
Value $4,000 Shares 400 Est. Cost $10.00 Unrealized
NETFLIX INC 0.0%
Value $4,000 Shares 12 Est. Cost $333.33 Unrealized
ICF ISHARES 0.0%
Value $4,000 Shares 55 Est. Cost $72.73 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $4,000 Shares 1,000 Est. Cost $3.46 Unrealized +10.4%
ALLE ALLEGION PUB LTD CO 0.0%
Value $4,000 Shares 77 Est. Cost $38.52 Unrealized +15.1%
VEA VANGUARD TAX MANAGED INTL FD 0.0%
Value $4,000 Shares 103 Est. Cost $38.83 Unrealized
SHY ISHARES 0.0%
Value $3,000 Shares 41 Est. Cost $73.17 Unrealized
AGG ISHARES 0.0%
Value $3,000 Shares 24 Est. Cost $125.00 Unrealized
INTC INTEL CORP 0.0%
Value $3,000 Shares 100 Est. Cost $17.18 Unrealized +8.7%
CAR AVIS BUDGET GROUP 0.0%
Value $3,000 Shares 52 Est. Cost $40.83 Unrealized 0.0%
GSG ISHARES S&P GSCI COMMODITY I 0.0%
Value $3,000 Shares 110 Est. Cost $27.27 Unrealized
YELP YELP INC 0.0%
Value $3,000 Shares 45 Est. Cost $84.51 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value $3,000 Shares 68 Est. Cost $10.34 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value $3,000 Shares 100 Est. Cost $14.99 Unrealized +86.6%
GREENHAVEN CONT CMDTY INDEX 0.0%
Value $3,000 Shares 114 Est. Cost $26.32 Unrealized
TRIP TRIPADVISOR INC 0.0%
Value $3,000 Shares 35 Est. Cost $81.07 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value $3,000 Shares 103 Est. Cost $16.46 Unrealized +10.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $2,000 Shares 30 Est. Cost $66.67 Unrealized
RESTORATION HARDWARE HLDGS I 0.0%
Value $2,000 Shares 23 Est. Cost $86.96 Unrealized
JBLU JETBLUE AIRWAYS CORP 0.0%
Value $2,000 Shares 230 Est. Cost $8.77 Unrealized 0.0%
HOWARD HUGHES CORP 0.0%
Value $2,000 Shares 16 Est. Cost $117.32 Unrealized
LINKEDIN CORP 0.0%
Value $2,000 Shares 12 Est. Cost $166.67 Unrealized
INSULET CORP 0.0%
Value $2,000 Shares 37 Est. Cost $54.05 Unrealized
ZILLOW INC 0.0%
Value $2,000 Shares 18 Est. Cost $111.11 Unrealized
HOMEAWAY INC 0.0%
Value $2,000 Shares 62 Est. Cost $32.26 Unrealized
BPZ RESOURCES INC 0.0%
Value $2,000 Shares 500 Est. Cost $2.00 Unrealized
AVAGO TECHNOLOGIES LTD 0.0%
Value $2,000 Shares 25 Est. Cost $40.00 Unrealized
KEURIG GREEN MTN INC 0.0%
Value $2,000 Shares 20 Est. Cost $100.00 Unrealized
SAM BOSTON BEER INC 0.0%
Value $2,000 Shares 9 Est. Cost $227.93 Unrealized 0.0%
MEDIDATA SOLUTIONS INC 0.0%
Value $2,000 Shares 42 Est. Cost $47.62 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $2,000 Shares 3 Est. Cost $11.02 Unrealized 0.0%
CONTAINER STORE GROUP INC 0.0%
Value $2,000 Shares 54 Est. Cost $37.04 Unrealized
CHINA GERUI ADV MAT GR LTD 0.0%
Value $2,000 Shares 2,000 Est. Cost $2.00 Unrealized
CCRN CROSS CTRY HEALTHCARE INC 0.0%
Value $2,000 Shares 200 Est. Cost $5.12 Unrealized +92.0%
EXAS EXACT SCIENCES CORP 0.0%
Value $1,000 Shares 100 Est. Cost $13.51 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value $1,000 Shares 20 Est. Cost $37.66 Unrealized -1.6%
GIGAMON INC 0.0%
Value $1,000 Shares 31 Est. Cost $32.26 Unrealized
FOUNDATION MEDICINE INC 0.0%
Value $1,000 Shares 23 Est. Cost $43.48 Unrealized
KMX CARMAX INC 0.0%
Value $1,000 Shares 26 Est. Cost $46.71 Unrealized 0.0%
BWEN BROADWIND ENERGY INC 0.0%
Value $1,000 Shares 100 Est. Cost $4.37 Unrealized +123.1%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $1,000 Shares 72 Est. Cost $13.13 Unrealized 0.0%
TILE INTERFACE INC 0.0%
Value $1,000 Shares 66 Est. Cost $20.35 Unrealized 0.0%
TIP ISHARES 0.0%
Value $1,000 Shares 13 Est. Cost $106.80 Unrealized
ANNIES INC 0.0%
Value $1,000 Shares 16 Est. Cost $62.50 Unrealized
LDR HLDG CORP 0.0%
Value $1,000 Shares 20 Est. Cost $50.00 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $1,000 Shares 17 Est. Cost $77.42 Unrealized 0.0%
NATURAL GROCERS BY VITAMIN C 0.0%
Value $1,000 Shares 26 Est. Cost $38.46 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $1,000 Shares 25 Est. Cost $25.31 Unrealized +26.2%
TEXTURA CORP 0.0%
Value $1,000 Shares 25 Est. Cost $40.00 Unrealized
PENTAIR LTD 0.0%
Value $1,000 Shares 13 Est. Cost $77.33 Unrealized
SOQDQ SONDE RES CORP 0.0%
Value $1,000 Shares 2,700 Est. Cost $0.50 Unrealized 0.0%
TIME WARNER CABLE INC 0.0%
Value $0 Shares 1 Est. Cost Unrealized
RENREN INC 0.0%
Value $0 Shares 70 Est. Cost Unrealized
HAS HASBRO INC 0.0%
Value $0 Shares 5 Est. Cost $30.22 Unrealized +19.8%