WA
Willett Advisors LLC Historical SEC 13F Holdings & Archive (Q3 2014)
Willett Advisors LLCCIK: 0001509379
High-turnover traderConcentrated strategySector-focused
Total reported value
$273.0K
Reporting period: 2014-09-30 · Number of holdings: 1
Willett Advisors LLC disclosed 1 holdings in its latest 13F filing for the period ending 2014-09-30, with total reported value of $273.0K and a quarterly turnover rate of 200.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 100
- Momentum
- 0
- Sector conviction
- 100
- Diversification
- 2
- Sizing Uniformity
- —
Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 100.0 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy BABA
Unchanged 0
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 100.00% | +100.00% | NEW |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Willett Advisors LLC's most significant position changes for 2014-09-30: New buy: Alibaba Group Holding-sp Adr (BABA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 2 | ✓ | Arm Hldgs Ord Gbp0.5 | — | — | Unchanged |
Filing History
FAQ
What is Willett Advisors LLC and what type of investor is it?
Willett Advisors 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 (2014-09-30), the firm manages a tracked equity portfolio valued at approximately $273.0K, spread across 1 disclosed positions.
What are Willett Advisors LLC's largest equity positions?
Based on the latest 13F filing, Willett Advisors LLC's top holdings by market value are:
1. Alibaba Group Holding-sp Adr (BABA) — $273.0K (100.0%)
What changes did Willett Advisors LLC make in its most recent portfolio filing?
In the latest quarter, Willett Advisors LLC was primarily adding exposure — initiating 1 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Alibaba Group Holding-sp Adr (BABA)
What sectors does Willett Advisors LLC focus on?
Willett Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 100.0%
Investment Profile
Willett Advisors LLC's portfolio is concentrated and fast-trading, with 100.0% of the portfolio concentrated in Consumer Discretionary.
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Developer Access
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