rotella capital management, inc.
Contact Informationrotella capital management, inc.
800 BELLEVUE WAY NE
BELLEVUE WA 98004
Business Phone: 425-213-5700
13F Sector Allocation 03/31/2013
13F Activity for 03/31/2013
Market Value: $102,229,203 Prior Market Value: $128,731,857 New Purchases: 56 stocks Additional Purchases: 36 stocks Sold out of: 78 stocks Reduced holdings in: 49 stocks Top 10 Holdings %: 43.46%  - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification.
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio iShares Barclays 1-3 Year Credit Bond 6.24% Vanguard Short-Term Bond ETF 5.61% SPDR Barclays Capital High Yield Bond 5.43% iShares iBoxx $ High Yield Corporate Bond 5.0% Vanguard Dividend Appreciation ETF 3.8% Major new positions on 03/31/2013 Stock % of Portfolio SPDR S&P Dividend 0.79% iShares Russell Midcap Index 0.62% iShares Russell 3000 Index 0.62% Vanguard Total Stock Market ETF 0.62% iShares Russell 1000 Value Index 0.61% Major positions closed on 03/31/2013 Stock Prior % of Portfolio Procter & Gamble Co. 0.59% iShares MSCI Germany Index 0.45% iShares MSCI France Index 0.42% Vanguard European ETF 0.42% SPDR Gold Shares 0.39%
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-14 Form 13F-HR 2013-02-14 Form 13F-HR 2012-11-02 Form 13F-HR 2012-08-07 Form 13F-HR 2012-05-07