BTR CAPITAL MANAGEMENT INC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 364,435
- 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 | 7/16/2014 | 135 | 364,435 | 13F-HR | BTR CAPITAL MANAGEMENT INC |
| Q1 2014 | 4/9/2014 | 137 | 343,125 | 13F-HR | BTR CAPITAL MANAGEMENT INC |
| Q4 2013 | 1/16/2014 | 143 | 350,519 | 13F-HR | BTR CAPITAL MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 332.5 K | 91.2% | 17.22 K | 0 | 17.22 K |
| ETFs | 31.94 K | 8.8% | 4.091 K | 0 | 4.091 K |
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Fund Snapshot
Q2 2014
Latest filed
7/16/2014
Total value ($000)
364,435
Holdings
135
QoQ value change ($000)
21,310
(6.2%)
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.