EMERSON INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 486,434
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/12/2014 | 141 | 486,434 | 13F-HR | EMERSON INVESTMENT MANAGEMENT INC |
| Q4 2013 | 2/7/2014 | 139 | 475,275 | 13F-HR | EMERSON INVESTMENT MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 293.2 K | 60.3% | 0 | 3.692 K | -3.692 K |
| ETFs | 185.9 K | 38.2% | 14.64 K | 0 | 14.64 K |
| Debt | 7.278 K | 1.5% | 212 | 0 | 212 |
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Fund Snapshot
Q1 2014
Latest filed
5/12/2014
Total value ($000)
486,434
Holdings
141
QoQ value change ($000)
11,159
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.