WA

Willett Advisors LLC

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%.

Personality snowflake

Concentration
100
Portfolio Stability
100
Momentum/Contrarian
0
Sector conviction
100
Diversification
2
Sizing Uniformity
—

Recent moves

  • New buy BABA

  • Unchanged 0

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BABAAlibaba Group Holding-sp AdrStock-Consumer Disc100.00%+100.00%NEW

Holding changes this quarter

Willett Advisors LLC's most significant position changes for 2014-09-30: New buy: Alibaba Group Holding-sp Adr (BABA).

Position changes disclosed by Willett Advisors LLC for the quarter ending 2014-09-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BABAAlibaba Group Holding-sp Adr—NEWNew buy
2✓ Arm Hldgs Ord Gbp0.5——Unchanged

FAQ

What is Willett Advisors LLC and what type of investor is it?
Willett Advisors LLC is a 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%