AMERICAN ECONOMIC PLANNING GROUP INC /ADV
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 272,670
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2014 | 8/7/2014 | 36 | 272,670 | 13F-HR/A - RESTATEMENT | AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
| Q2 2014 | 7/25/2014 | 40 | 272,778 | 13F-HR | AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
| Q1 2014 | 4/25/2014 | 24 | 255,715 | 13F-HR | AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
| Q4 2013 | 1/28/2014 | 28 | 275,572 | 13F-HR | AMERICAN ECONOMIC PLANNING GROUP INC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.2 K | 5.2% | 5.324 K | 0 | 5.324 K |
| ETFs | 258.5 K | 94.8% | 11.63 K | 0 | 11.63 K |
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Fund Snapshot
Q2 2014
Latest filed
8/7/2014
Total value ($000)
272,670
Holdings
36
QoQ value change ($000)
16,955
(6.6%)
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.