PA
Post Advisory Group LLC Historical SEC 13F Holdings & Archive (Q1 2014)
Post Advisory Group LLCCIK: 0001170789
Concentrated strategyHigh-turnover traderQuality / disciplined sizing
Total reported value
$18.4K
Reporting period: 2014-03-31 · Number of holdings: 2
POST ADVISORY GROUP LLC disclosed 2 holdings in its latest 13F filing for the period ending 2014-03-31, with total reported value of $18.4K and a quarterly turnover rate of 80.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 80.05
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 92.84
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd LYV 2.875 07-15-27
0.0% -$31.0
Trim EXE 2.75 11-15-35
-58.9% -$19.7K
Sold out ANR 4.875 12-15-20
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EXE 2.75 11-15-35Bond | Chesapeake Energy CORP | Bond | 75.32% | -2.95% | -58.91% | |
| 2 | LYV 2.875 07-15-27Bond | Live Nation Entertainmen | Bond | 24.68% | +14.04% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2014 Q1 | 2 | $18.4K | 80 | 1EXE 2.75 11-15-352LYV 2.875 07-15-27 | |
| 2013 Q4 | 3 | $42.9K | 49 | 1EXE 2.75 11-15-352ANR 4.875 12-15-203LYV 2.875 07-15-27 | |
| 2013 Q3 | 3 | $58.4K | 18 | 1EXE 2.75 11-15-352ANR 3.25 08-01-153LYV 2.875 07-15-27 | |
| 2013 Q2 | 5 | $69.1K | 0 | 1EXE 2.75 11-15-352ANR 3.25 08-01-153SPWR 4.5 03-15-15 |
Holding changes this quarter
Post Advisory Group LLC's most significant position changes for 2014-03-31: Sold out: Alpha Natural Resources (ANR 4.875 12-15-20); Trim: Chesapeake Energy CORP (EXE 2.75 11-15-35) — shares -58.91%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LYV 2.875 07-15-27Bond | Live Nation Entertainmen | +14% | — | Unchanged |
| 2 | EXE 2.75 11-15-35Bond | Chesapeake Energy CORP | -3% | -58.91% | Trim |
| 3 | ANR 4.875 12-15-20Bond | Alpha Natural Resources | — | EXIT | Sold out |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Post Advisory Group LLC and what type of investor is it?
Post Advisory Group LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2014-03-31), the firm manages a tracked equity portfolio valued at approximately $18.4K, spread across 2 disclosed positions.
What are Post Advisory Group LLC's largest equity positions?
Based on the latest 13F filing, Post Advisory Group LLC's top holdings by market value are:
1. Chesapeake Energy CORP (EXE 2.75 11-15-35) — $13.8K (75.3%)
2. Live Nation Entertainmen (LYV 2.875 07-15-27) — $4.5K (24.7%)
What changes did Post Advisory Group LLC make in its most recent portfolio filing?
In the latest quarter, Post Advisory Group LLC took a more defensive posture — trimming 1 positions and completely exiting 1 holdings. The largest of these moves: Sold out: Alpha Natural Resources (ANR 4.875 12-15-20); Trim: Chesapeake Energy CORP (EXE 2.75 11-15-35) — shares -58.91%
What sectors does Post Advisory Group LLC focus on?
Post Advisory Group LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 75.3%
• Communication Services: 24.7%
Investment Profile
Post Advisory Group LLC's portfolio is concentrated and fast-trading, with 75.3% of the portfolio concentrated in Energy.
Its turnover score has risen from 0 to 80 over the past 3 quarters — a shift toward more active trading.
It has trimmed its EXE 2.75 11-15-35 position for two straight quarters, cutting it by $21.6K while still holding $13.8K.
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Developer Access
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