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Advanced Investment Partners, LLC 13F Filings, Portfolio & Analysis

CIK: 0001467112
Safety Harbor 100 Main Street #301
Zip Code: 34695
Latest Portfolio Value
$56.77 M
Total Holdings
270
Latest Report Date
Q2 2013
Top 10 Concentration
23.59%

Advanced Investment Partners, LLC — Portfolio Overview & Company Profile

Advanced Investment Partners, LLC (CIK: 0001467112) is a financial institution headquartered at 100 Main Street, #301, Safety Harbor, Florida 34695. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2013-06-30), the institution manages a portfolio valued at $56.77 M, comprising 270 distinct securities. Over its filing history, it has submitted 1 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2013 — Top-10 concentration: 23.6%.

Portfolio Summary (Q2 2013)

Top Buys

Q2 2013

No buy transactions available for this period

Top Sells

Q2 2013

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$56.77 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2013)

Name Shares Market Value Weight Change Activity
Pfizer
N/A
61,286 $1.74 M 3.07% ▲ 61,287
General Electric
N/A
73,383 $1.73 M 3.05% ▲ 73,384
Time Warner
N/A
22,810 $1.36 M 2.40% ▲ 22,811
Keycorp New
N/A
119,163 $1.36 M 2.40% ▲ 119,164
Cvs Health
N/A
22,032 $1.28 M 2.26% ▲ 22,033
Citigroup
N/A
25,775 $1.26 M 2.22% ▲ 25,776
Cisco Systems
N/A
49,672 $1.24 M 2.19% ▲ 49,673
Verizon Communications
N/A
23,922 $1.2 M 2.11% ▲ 23,923
Metlife
N/A
23,976 $1.12 M 1.98% ▲ 23,977
Wellpoint
N/A
12,931 $1.08 M 1.91% ▲ 12,932

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